Head of Financial Planning and Analysis

2 weeks ago


Leeds, United Kingdom Progeny Full time

Role: Head of Financial Planning and Analysis (FP&A) Location: Leeds (Hybrid)

As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth. You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving financial analysis, modelling, and forecasting activity. With strong analytical skills and excellent leadership capabilities, you will guide decision-making across the organisation to lead the firm towards financial success.

Collaborating with Senior Management to develop and execute strategic business plans.
Conducting financial analysis and providing support on projects to assess financial impact and feasibility.
Reviewing the potential impact of Mergers and Acquisitions (M&A) activity on group financial performance and position.
Monitoring KPIs to deliver insight into commercial analysis and identify risks/opportunities to enhance financial performance.
Developing and maintaining comprehensive financial modelling capabilities.
Preparing monthly financial performance commentary alongside the Financial Control team to provide commercial insight and enhance financial performance.
Performing stress tests on forecasted financial performance to ensure compliance with regulatory capital, liquidity, and treasury requirements are adhered to.
Qualified Accountant at ACA, ACCA, CIMA, or equivalent level (essential).
Substantial experience within Financial Planning and Analysis (essential).
Experience within Wealth Management or Financial Services (desirable).
Strong working knowledge of regulatory requirements and reporting standards.
Excellent financial modelling skills with high proficiencies in Excel and financial software.

30 days holiday plus public holidays
~ Birthday holiday
~ Private medical insurance, 24/7 digital GP and health advice
~ Employee assistance programme providing support for your mental and physical health
~ Group pension scheme
~ Life assurance scheme
~ Eyecare vouchers
~ Family leave
~ Referral scheme


We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.



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