Financial Planning and Analysis Director

5 days ago

Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full time
About the Role

Gleeson Recruitment Group is proud to be working exclusively with a growing Private Equity-Backed Business on their search for a Financial Planning and Analysis Manager. Our client is a leading Private Equity-Backed Business in the Private Equity industry, committed to delivering exceptional results and driving growth in their market.

Job Summary:

The Financial Planning and Analysis Manager will play a critical role in all financial planning and analysis, providing strategic insights and support to drive the business forward. This role requires a strong analytical mindset, excellent communication skills, and the ability to work collaboratively across departments.

Key Responsibilities:

  • Lead the financial planning and analysis function, including budgeting, forecasting, and long-term strategic planning.
  • Develop and maintain financial models to support business decision-making and investment analysis.
  • Prepare and present detailed financial reports and analysis to senior management and the private equity firm.
  • Analyse financial performance, identify trends, and provide actionable insights to drive profitability and growth.
  • Partner with department heads to develop and track key performance indicators (KPIs) and operational metrics.
  • Assist in the preparation of board presentations and investor materials.
  • Support M&A activities, including due diligence, integration planning, and post-acquisition performance tracking.
  • Drive process improvements and implement best practices in financial planning and analysis.

Requirements:

  • Qualified Accountant (ACA/ACCA/CIMA)
  • Proven experience in financial planning and analysis, preferably within a Private Equity-Backed environment.
  • Strong financial modelling and analytical skills.
  • Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
  • Advanced proficiency in Microsoft Excel and financial software/tools.
  • Demonstrated ability to work collaboratively in a fast-paced, dynamic environment.
  • Strong business acumen and strategic thinking abilities.

What We Offer:

  • Competitive salary up to £65,000 with bonus.
  • Hybrid working – 1 or 2 days in the office per week.
  • Comprehensive benefits package, including health, dental, and retirement plans.
  • Opportunity to work in a high-growth, entrepreneurial environment.
  • Professional development and career advancement opportunities.
  • A collaborative and supportive team culture.

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