Financial Planning Analysis Manager

Job Purpose

The Financial Planning & Analysis (FP&A) Manager provides strategic financial insight and leadership across the organisation. The role is responsible for driving high‑quality budgeting, forecasting, performance analysis, and decision support to enable the CFO and Leadership Team to execute the company’s strategic and operational objectives. Operating independently, the FP&A Manager leads the full planning cycle, produces Board‑level reporting, and ensures financial performance is clearly understood and action‑oriented.

Our Hybrid Working Model requires employees to be on-site three days per week — specifically Tuesday, Wednesday, and Thursday.

Key Responsibilities

Budgeting, Forecasting & Strategic Planning

• Lead the Group budgeting and forecasting processes, ensuring accuracy, timeliness, and full consolidation across business units.
• Manage the annual strategic planning cycle, including preparation for Management Review and stakeholder sign‑offs.
• Partner with functional and regional leaders to integrate business strategies and financial impacts into forward‑looking plans.

Reporting & Performance Analysis

• Deliver monthly variance analysis against budget, forecast, and prior year with clear, insightful, and actionable commentary.
• Develop and present financial reports and performance packs to the Leadership Team and Board.
• Monitor performance indicators, trends, and the financial health of the Group, ensuring deviations are escalated with recommended actions.
  

Decision Support & Business Partnership

• Provide high‑quality financial modelling and scenario analysis to support all areas of the business.
• Collaborate with cross‑functional stakeholders to evaluate the financial implications of business changes or strategic initiatives.
• Challenge assumptions constructively and influence decision‑making with data‑driven insight.
  

Process Leadership & Continuous Improvement

• Enhance FP&A processes, tools, and reporting frameworks to strengthen organisational financial discipline.
• Champion best‑practice financial planning methodologies, ensuring clarity, consistency, and alignment with Group strategy.
• Identify opportunities to improve financial understanding and accountability across the organisation.

Critical Competencies

Know‑How

• Strong financial analysis and planning expertise, with deep understanding of forecasting and financial modelling.
• Advanced proficiency in MS Excel, PowerPoint, and financial reporting tools.
• Ability to translate complex financial data into meaningful insight for senior leaders and non‑finance stakeholders.

Problem‑Solving

• Analytical thinker capable of addressing multifaceted financial issues with structured logic and sound judgment.
• Independent problem-solver who can navigate ambiguity and deliver clarity under tight deadlines.
• Skilled in interpreting trends, identifying risks, and recommending strategic responses.

Accountability

• Ownership of the FP&A function, with responsibility for the accuracy, quality, and integrity of Group financial planning outputs.
• Drives performance, ensures transparency, and supports informed decision-making at the highest level.
• Demonstrates strong personal leadership, reliability, and commitment to organisational success.
• Requires occasional travel

Qualifications & Experience

• 3–5 years’ post‑qualification experience in financial planning, analytical roles, or similar positions.
• Industry experience in software or financial services is advantageous.
• Proven track record of producing high‑quality analysis with exceptional attention to detail.
• Demonstrated ability to work independently, manage complex workloads, and deliver to deadlines.
• Energetic, collaborative, culturally aware, and highly effective in cross‑functional environments.

Success Metrics

• Accuracy and timeliness of Group budgets, forecasts, and strategic plans, meeting all internal milestones.
• Quality and clarity of financial insights delivered to the CFO and Leadership Team
• Effectiveness of variance analysis, including early identification of risks and actionable recommendations.
• Impact on business decision‑making, evidenced by improved financial outcomes or enhanced strategic clarity.
• Strength of business partnering, including positive feedback from commercial, product, and operational teams.
• Continuous improvement of FP&A tools and processes enabling better financial visibility and performance management.
• High standard of independent leadership, ensuring the FP&A function operates smoothly without direct supervision.

Equal Opportunity Statement

CR2 HPS Group is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.