Commercial Financial Planning and Analysis Director

3 days ago


Preston, Lancashire, United Kingdom Personal Choice Financial Advisors, LLC Full time
Job Description

**Financial Planning Manager**

**About the Role**

We are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Personal Choice Financial Advisors, LLC. As a key member of our finance team, you will play a critical role in driving business growth and success.

**Key Responsibilities**

  • Develop and implement annual and strategic plans to support long-term business objectives
  • Utilize business intelligence and automation tools to deliver insightful analysis and drive commercial value across the organization
  • Partner with management and the management accounts team to develop and build financial models for sites, generating site budgets and P&Ls
  • Collaborate with finance and operations teams to develop budgets and financial forecasts
  • Identify financial reporting requirements and develop both existing and new reports using PowerBI
  • Build strong relationships with finance and non-finance stakeholders across the organization
  • Work with the Head of FP&A to develop a 3-year strategic model

**Requirements**

  • ACCA, CIMA, or ACA qualified
  • Experience in financial modeling and data analysis is essential
  • Ability to interpret complex financial data and provide actionable insights
  • Ability to present financial information to non-finance stakeholders
  • Advanced Excel skills and experience with business intelligence tools (ideally PowerBI)

**What We Offer**

As a Financial Planning and Analysis Manager at Personal Choice Financial Advisors, LLC, you will have the opportunity to work with a progressive and supportive business that values career growth and development. You will be part of a dynamic team that is passionate about delivering exceptional results and making a meaningful impact.



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