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Head of Financial Planning

2 months ago

Leeds, United Kingdom Optimum Recruitment Group Limited Full time

Optimum Recruitment Group have been appointed on an exclusive basis to appoint to a newly created role of Head of FP&A. You will provide strategic commercial guidance to a growing medium sized organisation based on the outskirts of Leeds.


Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.

Are you a driven FP&A Manager with a passion for excellence wishing to embark on that next step in your career and is keen to lead the function?

As Head of FP&A, you will work with the Management Team to provide the Board with high quality, insightful management information to both aid and influence the decision-making process; helping it to achieve its growth objectives.

Your daily responsibilities will include:

  • Managing and collaborating with a team of business partners to deliver robust plans and forecasts.
  • Managing the day-to-day operations of Group forecasting, planning, and corporate reporting processes.
  • Preparing and evaluating revenue line PL's on a monthly basis to improve profitability and performance with the team.
  • Providing guidance, reviewing inputs, and offering insights while challenging assumptions.
  • Creating high-quality monthly board packs for the Group FC and CFO presenting plans, forecasts, and actual results in an insightful manner that drives actions at the board level.
  • Working with the management team to review monthly performance against budget and determine necessary actions to be taken as a result. The data driven analysis should include financial and non-financial indicators and be supported by key KPI's.
  • Cash flow forecasting; reviewing weekly, monthly, quarterly and annual comparison of cash flows against budget.
  • Supporting direct reports who partner with functional heads including operations to manage costs and achieve planning/forecast objectives.
  • Evaluating existing approaches, identifying areas for improvement, and simplifying processes.

Can you demonstrate the following skills and experiences:

  • Qualified accountant (CIMA / ACA / ACCA) with relevant PQE accounting experience.
  • Proven experience in finance business partnering, fostering collaborative relationships with internal stakeholders.
  • Ability to thrive in a challenging environment with tight timelines.
  • Excellent critical and analytical thinking skills.
  • Self-starter with a high level of motivation to drive performance for the business, the team, and themselves.
  • Exceptional communication skills at all levels.
  • Strong leadership abilities and experience in managing a team.
  • Meticulous attention to detail.
  • Ability to cultivate strong relationships across the organisation.
  • Previous industry experience in FP&A or commercial finance.

Competitive salary plus a generous benefits package and a defined hybrid working policy.