Financial Planning & Analysis Manager

Job Description

· Financial & Business Strategy

o Support FD with financial strategy, recommended changes, and communication to senior management and the Board.

o Contribute to the business plan; monitor and improve financial goals.

o Provide timely data for assessing performance and develop financial KPIs to measure success.

o Analyze competitor and market information to guide decision-making.

· Business Performance Reporting

o Track and report performance against key targets to senior management and the Board.

o Produce accurate, timely financial reports highlighting trends, actions, and strategic implications.

o Partner with stakeholders to ensure timely performance enhancement.

· Forecasting, Cash Flow & Capital Adequacy

o Lead planning and analysis to help leadership set goals and measure performance.

o Manage financial forecasting processes, timelines, and data requirements.

o Prepare quarterly financial forecasts for senior management and the Board.

o Ensure integrity of financial models, communicate insights, and present forecasts in clear reports.

o Work with BI team to convert data into actionable information for decision-making.

o Present information to external parties, such as rating agencies and Trustee Boards.

· Project Reporting & Investment Appraisal

o Coordinate capital spending review; model financial impacts of major changes.

o Develop ad hoc financial models to support strategic initiatives and business cases.

o Oversee financial modelling and due diligence for acquisitions, including bulk pension transfers.

· Other

o Assist the FD with Board and fundraising reports.

o Collaborate with IT to enhance financial modelling and analysis tools.

Job Requirement

·       Bachelor's degree in Finance, Business Administration, Accounting, or a related field

·       Manager-level experience, including senior management reporting and presentations.

·       Skilled in managing finance teams and building complex models/forecasts.

·       Excellent interpersonal, organisational, and analytical skills; able to work under pressure.

·       Proactive, detail-oriented, and able to prioritise workload to meet deadlines.

·       Able to communicate complex information to varied audiences and influence decisions with evidence-based insights.