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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.



Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

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.