Financial Planning and Analysis Manager

1 month ago


Bedford, Bedford, United Kingdom Wells & Co Full time
FP&A Manager Job Description

Wells & Co is seeking a highly skilled FP&A Manager to join our dynamic finance team. As a key member of our team, you will play a critical role in driving financial performance and decision making.

Key Responsibilities:
  • Lead the budget and forecasting process for the group, ensuring accurate and timely delivery.
  • Collaborate with cross-functional teams to drive process improvements and efficiency gains, leveraging your analytical skills and expertise in financial modelling.
  • Work closely with each operating division and Finance BP to build out the group's long-term plan, identifying opportunities for growth and improvement.
  • Own our internal reporting, ensuring that the right tools are used for communication, whether that is through Power BI, Excel, or other avenues.
  • Integrate and develop the tools and models used to forecast and budget, including new forecasting technology/software in the business.
  • Establish relevant, accurate, and timely dashboard reporting on KPIs across the group, providing insights that inform strategic decision making.
  • Evolve our reporting to established BI tool (Power BI), ensuring seamless integration and maximum value.
  • Work closely with the IT team on data management to support robustness and efficiency in reporting and analysis.
  • Proactively look for improvements and opportunities to add value and drive potential decision making, leveraging your expertise and experience.
  • Support key stakeholders with ad hoc projects and analysis within the scope of the job as required.
  • Maximise the business's use of technology to develop our finance function and to automate/enhance our procedures to drive productivity.
Requirements:
  • Degree educated and qualified in CIMA, ACCA, or ACA.
  • 5+ years of experience in financial planning and analysis, with a strong track record of driving process improvements and delivering results.
  • Advanced Microsoft user, especially Excel, PowerPoint, Power BI, and FP&A forecasting tools.
  • Previous experience in the retail/hospitality sector at a mid-senior level, with understanding of process and systems that support a multi-site structure.
  • Results-focused – responsive and delivers work on time.
  • A 'can do' attitude, excited about being a part of a changing and evolving culture with a teamwork mentality.
  • Able to demonstrate gravitas as a functional expert and be able to explain complex ideas to Finance and Non-Finance colleagues.
What We Offer:
  • Hybrid working.
  • Competitive salary – subject to experience.
  • 25 days annual leave + b/h.
  • Private medical healthcare.
  • Group personal pension plan.
  • Life assurance.
  • 30% off dining.
  • Retail discounts.


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