Financial Planning and Analysis Manager

4 weeks ago


Newport, United Kingdom Head4Talent Full time

Lead FP&A (Financial Planning and Analysis) support to commercial (sales, marketing and commercial support) and operations functions, as well as ad-hoc project support.

This is a newly created and high-profile role that will provide the post-holder unrivalled exposure across key aspects of the business as it undergoes an exciting transformation into the next phase of growth across the UK and international markets.

Qualifications required: CCAB newly qualified or a passed finalist

Experience required: 3 years working in a finance team with exposure to FP&A to a gross margin level in a product business (sales, cost of sales, standard costing)

Essential skills:

Ability to interrogate product/customer trading data to gross margin level and provide relevant insights for decision makers using Power BI and SQL queries

IT literate with strong working knowledge of Microsoft Excel

Experience in working in a product sales environment

Comfortable presenting insights to Senior Managers and C-suite

Key personal attributes:

Honesty and integrity

Ambition and drive to succeed

Dependability and reliability

Flexibility and willingness to work collaboratively

Emotional intelligence and creativity

Committed to professionalism and continuous improvement and personal development

Desirable skills / experience:

Exposure to a manufacturing environment

An understanding of the medical devices market

Main tasks:

Acting as a trusted partner to key stakeholders in the business across the Sales, Commercial, Marketing and Operations functions

Analysis of a wide range of internal data from various key systems (ERP, CRM etc...) in order to produce timely and accurate financial insights for decision making and for identifying risks and opportunities

Leading the budget, AOP (Annual Operating Plan) and reforecast cycles to gross margin level

Active involvement in month-end reporting and monthly P&L and cost centre reviews with key stakeholders

Use Power BI and SQL queries to develop quicker, accurate and more insightful reports to support achievement of sales, gross margin and EBITDA targets

Evaluate ad-hoc project financials (opex and capex) and report against progress to key stakeholders

Use external data to form insights on the macro (market) environment and subsequent impact/implications, examples include building market maps, share of wallet analysis, budgets (for example NHS category budgets).



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