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Strategic & financial planning, senior manager

Staines
IFS
Financial planner
Posted: 5 September
Offer description

Job Description

Are you looking for a role that will accelerate your career, put you at the heart of strategic decision-making, and give you exposure to senior leadership, private equity sponsors, and other key financial stakeholders?

We’re hiring for a high-profile finance role that offers:

1. Direct exposure to our CEO, CFO, and Executive team

2. Visibility to our private equity sponsors and lenders

3. Involvement in strategic projects and capital events

4. A chance to shape how we communicate performance and strategy at the highest level

This isn’t just about producing reports, it’s about being trusted to tell the story of the business, drive financial insights, and influence critical decisions.

External Reporting & Investor Relations

5. Take ownership of the monthly Board Report, ensuring accuracy of numbers, clarity of messaging, and alignment across senior stakeholders.

6. Prepare and deliver monthly shareholder updates, including financial presentations and iLevel reporting.

7. Lead the preparation of quarterly lender reports and provide updates to credit rating agencies.

8. Support the CEO and CFO in Board meetings with clear, insightful financial narratives that help shape decisions.

9. Play a leading role in crafting the Board of Directors’ report, bringing clarity and impact to how we present our story in the Annual Financial Accounts

Strategic Financial Modelling

10. Own and continuously refine the long-term financial model, ensuring assumptions are robust, data is accurate, and outputs are actionable.

11. Use the model to set the framework for the budgeting process, helping to define initial targets and align financial goals with strategy.

12. Act as the “go-to” for financial forecasting, scenario analysis, and stress testing, enabling the business to make informed, forward-looking decisions.

Strategic Projects & Capital Events

13. Work directly with the CEO, CFO, and senior leaders on ad-hoc analysis and scenario planning to support major strategic decisions.

14. Play a central role in capital events, from building models to preparing collateral and ensuring consistency across all materials.

15. Partner with senior executives to evaluate growth opportunities, provide analytical insight, and translate complex data into strategic recommendations.

16. Continuously look for opportunities to increase efficiency and automation in reporting, freeing up time for higher-value analysis.

Qualifications

17. A recognised accounting qualification (ACA, ACCA, CIMA or equivalent) with 5+ years post-qualification experience

18. Background in Transaction Services, Corporate Finance, or Investment Banking

19. Experience supporting senior executives in a fast-paced environment, ideally within the technology sector

20. Strong financial modelling skills (Excel essential)

21. Advanced PowerPoint skills, with the ability to create clear, concise, and professional presentations

22. A highly analytical, commercially curious mindset with the ability to cut through complexity

23. Strong communication skills, with the ability to summarise and present clearly at senior executive level

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