Head of Financial Planning and Analysis

5 days ago

Birmingham, Birmingham, United Kingdom Buckden Partners Full time

Buckden Partners is working with a leading SME Lender. They provide loans from £1m to £20m using pioneering data, personal relationships, and a pragmatic and flexible lending process.

You will report into the Chief Financial Officer (CFO) and will provide timely and accurate financial analysis, reporting, and cash flow management for investors and shareholders.

The post holder will be an integral part of a finance team and a broader team covering finance, operations, risk, and legal.

Key Responsibilities:

  • Develop and maintain the long-term budget planning tool, ensuring it accurately reflects the drivers of business performance and its linkage to the planning model.
  • Oversee and produce company financial reporting, including monthly board packs and consolidated reporting to investors in line with contractual timelines.
  • Create detailed short- and medium-term cash flow forecasting, taking into account various business scenarios.
  • Be the company expert on investment cash flows within the business and our Special Purpose Vehicle (SPV) vehicles.
  • Lead the annual budget process, liaising with and influencing the group executive team, including the Chief Executive Officer (CEO), Managing Director (MD), CFO, Chief Technology Officer (CTO), etc.
  • Improve cost control by managing cost centre reporting and business partnering, ensuring optimal cost-income ratios.
  • Develop and implement financial Key Performance Indicators (KPIs) around the business, including monthly reporting and lead-to-fund processes.
  • This is a hands-on role, requiring significant interaction with the senior management team.
  • Present analysis to internal and external stakeholders, ensuring clear and concise communication.

Ideal Candidate:

  • Hold a Bachelor's or Master's degree in a relevant field or equivalent work experience.
  • Be a qualified accountant with considerable post-qualification experience.
  • Have financial services experience, with banking or investment experience being a strong plus.
  • Possess advanced Excel and PowerPoint skills.
  • Be able to create and present financial performance at a board level.
  • Work effectively under pressure and to deadlines.
  • Demonstrate accuracy and attention to detail.
  • Have a strong aptitude for problem-solving.
  • Be a team player with a robust, cool, and calm personality.
  • Be intellectually curious and able to adapt to changing business needs.

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