Financial Planning

1 month ago

Reading, United Kingdom Buckden Partners Full time

My client is a successful mortgage lending and servicing company.


Overview

To own & drive production of all Exco/Board requirements. Work closely with financial control & other key areas to ensure a smooth month end close enabling clear and accurate reporting for the business. Provide effective support, problem solving and supporting the company’s profitability by addressing both current and future needs of the business. FP&A Reporting Manager will play a pivotal role in business forecasting, budget creation, and performance analysis, contributing to informed decision-making and strategic planning.


Responsibilities

  • Own month end processes, enhance the reporting to Exco Board (and sub-committees) and shareholder, developing and evolving appropriate MI to support effective decision making
  • Ownership of rolling forecasts, annual budget and strategic (5 year) plan, work closely with business partners & key stakeholder in the business to ensure accurate and clear outputs are presented to senior management
  • Own & run Business plan Model, including delivery of model changes & improvements
  • Own and develop processes to support business functions in budget setting and cost optimisation initiatives
  • Own the production of monthly management accounting packs
  • Establish strong relationships across the business and interpret and communicate financial data to both financial and non-financial stakeholders
  • Be at the forefront of problem solving / strategic developments by advising on the financial implications and consequences of business decisions, offering professional judgement on financial matters and advising on ways of improving business performance
  • Work in partnership with senior stakeholders to drive sustainable cost efficiencies for the business and ensure any investment is optimised
  • Develop best in class management information, insights & reporting and improve business/financial modelling to support short term and long-term strategic objectives
  • Monitor and evaluate financial information systems and make improvements were needed
  • Reviewing BAU work created by FP&A analysts and suggesting efficient changes
  • Support the business with both internal and external data requests e.g. shareholder, regulatory bodies


What you will Bring

  • Finance professional with recognised accountancy qualifications, post qualification experience in a relevant role and ideally with a strong working knowledge of Financial statements
  • You’ll need strong leadership and storytelling skills, in particular deep understanding of financial concepts, including financial statements, ratios, and performance metrics. You should be able to effectively bring the story behind the numbers to the forecast
  • The skills to confidently and accurately present management pack and answer questions / solve problems
  • Strong collaboration, communication and influencing skills
  • Excellent communication and interpersonal skills to effectively collaborate with non-finance stakeholders.
  • Proficiency in financial modelling, data analysis, and financial software.
  • Significant experience in managing ambiguity in a financial environment with strong evaluation and the ability to translate financial data into actionable insights.
  • Excellent technical Financial and Accounting knowledge and application of that knowledge in a complex and commercial environment.
  • Experience of Mortgage or Consumer credit business, ideally financed through Capital Markets (Warehouse and RMBS facilities)
  • Flexible with an ability to think, act and impact at both the strategic level and tactical level
  • Breadth of influence beyond departmental role e.g. demonstrable involvement with broad-based initiatives
  • Experience with Anaplan & Fusion General Ledger an advantage
  • Driven, able to think strategically and be comfortable operating in a changing environment
  • Commercially aware with excellent presentation skills
  • Able to quickly establish credibility and inspire confidence and sound working relationships across all levels of the organisation and with external partners
  • Energetic, results driven and customer centric leading by example


Salary: up to £75k

Location: Berkshire (hybrid working)

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