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Financial planning & analysis accountant

Caerphilly
phs Group
Financial planner
Posted: 19 January
Offer description

Financial Planning & Analysis Accountant

Caerphilly (Head Office)

Competitive Salary

Full-time, Hybrid

This is a high‑impact role at the heart of our Group Finance function. Reporting to the Group Head of Financial Planning & Pricing, you’ll work closely with the CFO, Business MDs and divisional leadership teams, helping to shape financial insight, strengthen reporting, and drive continuous improvement across the organisation.

Based at our Caerphilly head office, you’ll take ownership of key financial processes, systems, and reporting frameworks that underpin decision‑making across the Group. We’re looking for someone who brings technical strength, commercial awareness and a proactive mindset. You’ll thrive in a fast‑paced environment and enjoy working with stakeholders across the business.

The Role-

You’ll play a central role in delivering accurate, timely and insightful financial information. Your responsibilities will include:

1. Leading the full Group budget process, ensuring systems and cost centre data (including employees and fleet) are fully up to date.
2. Producing Group-level P&L, Balance Sheet and Cash Flow statements.
3. Updating periodic forecasts and preparing CEO/CFO reporting packs.
4. Issuing and maintaining board reporting templates for divisional MDs and Business Finance Partners.
5. Acting as system owner for key financial platforms including Essbase and Infor BI, and supporting Agresso Financials, Eyeshare and M3.
6. Developing and maintaining Microsoft Access databases.
7. Consolidating, interrogating and analysing financial data from multiple systems.
8. Supporting preparation of Group management accounts and issuing all management reporting.
9. Completing HMRC payment submissions every six months.
10. Managing P11D returns.
11. Providing ad‑hoc financial analysis as required.

The ideal candidate will be-

12. Commercially aware while maintaining strong financial discipline.
13. Able to evaluate business opportunities with a focus on risk and profitability.
14. Understand key business drivers and seek continuous improvement.
15. Deliver accurate, timely reporting and builds strong relationships across Group Finance.
16. Confident in presenting, explaining numbers and writing reports.
17. Comfortable challenging assumptions and driving change.
18. Highly organised, structured and deadline‑driven.

Technical & Financial requirements -

19. Qualified Accountant (ACA/ACCA/CIMA or equivalent).
20. Experience in management accounts and budgeting processes.
21. Strong MS Office skills, especially Excel, Word and PowerPoint.
22. SQL and VBA experience is an advantage.

What we offer for your expertise -

23. Competitive base salary
24. Company car or car allowance
25. Pension
26. Holidays: 23 days + statutory holidays
27. Hybrid working
28. Free onsite parking
29. PHS Perks (retail discounts) Access to the PHS Shop
30. Cycle to Work Scheme
31. Online GP access for you and your family
32. 24 hour personal welfare helpline

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