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Financial Planning

4 months ago

Edinburgh, United Kingdom Hutcheon Mearns Ltd Full time

Hutcheon Mearns is delighted to be exclusively engaged by a high growth, private equity backed business on the role of Financial Planning & Analysis Lead (FP&A Lead).

**Position profile**

As FP&A Lead, will play a crucial role in driving financial performance through strategic planning, budgeting, forecasting, and analysis. Reporting to the CFO, you will provide insightful financial analysis, support decision-making processes, and contribute to the achievement of corporate goals. You will also play a key role in supporting with private equity investor and bank requests as well as M&A planning and analysis. The position will be working alongside a team that covers off all areas of a busy & committed Finance Department, with teammates based across the globe.

**Duties**:

- Enhance and refine financial models to aid in reporting and long-term strategic planning.
- Generate forecasts, identify discrepancies, and provide detailed explanations and insights.
- Perform thorough analysis of the business and its market, pinpointing trends, opportunities, and risks.
- Compile detailed reports for management, emphasising key performance indicators and financial metrics.
- Work closely with accounting and operations teams to provide valuable insights.
- Prepare monthly and ad hoc reports for the board.
- Handle ad hoc financial requests from Private Equity Investors.
- Spearhead the development of reporting systems within the Group to enhance analysis and forecast accuracy.
- Analyse capital expenditure business cases and ROI.
- Oversee the annual budget and reforecasting process.
- Prepare financial models for business strategy plans for expansion into new locations/territories.
- Assist the CFO with Mergers & Acquisitions and Financial Due Diligence activities.

**Person profile**
- Qualified accountant (not essential)
- Experience of working in senior FP&A role(s)
- Strong experience and knowledge of financial modelling and analysis
- Strong track record of business partnering with senior stakeholders and non-finance
- Strong ability to present data and findings in a clear and digestible manner
- Experience of using BI tools such as Power BI, Tableau etc.

**On Offer**

The FP&A Lead position is offering the following package:

- £competitive salary (depending on experience)
- Remote working (with occasional travel)
- Other benefits available on request

**Next steps**

If you are interested in finding out more about this position, please get in touch with Jack Ramage for a private and confidential discussion on 07590437339 or
- **£competitive**
- **Edinburgh, Edinburgh**
- **Tuesday 23 January 2024**
- **Permanent**
- **ref 3272