Overview
Financial planning & analysis Manager Taunton £80,000 + Car allowance plus bens
Job Purpose
The Financial Planning & Analysis Manager is accountable for the organisation’s financial planning, forecasting and forward-looking analysis, ensuring the long-term financial sustainability of care services. The role provides strategic financial insight to the Executive Team and Board, supported by a Finance Business Partner.
Responsibilities
* Own the budget framework, assumptions and planning timetable.
* Lead forecasting, reforecasting and scenario modelling.
* Own medium- and long-term financial plans.
* Provide forward-looking analysis on risks, sustainability and strategic options.
* Lead financial modelling for business cases, investments and service changes.
* Translate financial analysis into clear recommendations.
* Act as senior finance partner to the Executive Team and Directors.
* Develop business partnering capability through the Finance Business Partner role.
* Interfaces with Management Accounting: incorporates operational insight.
* Interfaces with Financial Accounting: relies on final actuals only.
* Extensive experience in FP&A within a complex, multi-site organisation.
* Proven leadership of annual budgeting, reforecasting, and long-term financial planning.
* Strong modelling and scenario planning capability, including sensitivity analysis.
* Experience supporting strategic decision-making at Executive and Board level.
* Ability to translate financial and operational data into clear, insightful narratives and recommendations.
* Strong commercial acumen, with experience analysing cost drivers, margins, and performance trends.
* Experience developing KPIs, dashboards, and performance reporting frameworks.
* Experience in not-for-profit, health or social care environments.
* Experience in workforce planning, occupancy modelling, and capacity analysis.
* Experience leading or implementing FP&A system improvements or BI tools.
* Involvement in M&A analysis or capital investment evaluation.
* Bachelor’s degree in Finance, Accounting, Economics, or a related field.
* Fully qualified accountant (e.g., ACA, ACCA, CIMA, CPA or equivalent).
* Strong grounding in accounting standards.
* This role does not own month-end close or data accuracy.
Please note.
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