Chief Financial Planning Strategist
5 days ago
Are you a financially savvy individual with a passion for innovation? Gallagher is seeking a dynamic Chief Financial Planning Strategist to join their team. This exciting role offers the opportunity to be at the forefront of financial planning and analysis, providing comprehensive support to the organization's budgeting and forecasting processes.
About the RoleThis strategic position plays a vital role in delivering in-depth financial analysis, compelling presentations, and insightful commentary on monthly, quarterly, year-to-date, and full-year forecasts and budgets to senior stakeholders. The successful candidate will lead and participate in the monthly close process, conduct variance analysis, and streamline reporting processes to enhance efficiency and reduce workload.
Key Responsibilities- Analyzing key performance indicators (KPIs), particularly relating to financial metrics such as revenue, compensation, operating expenses, growth, and margin.
- Developing financial models and analyzing them to support strategic initiatives.
- Assisting in the annual budget process, meeting timelines and deliverables while collaborating with business leads to identify and report key performance indicators.
- Providing analysis and commentary to senior stakeholders on business plans, budgets, and forecasts.
- Engaging proactively with stakeholders to understand revenue sources and mechanics.
- Developing and continually improving budgeting, financial projections, and forecasting.
- Utilizing business intelligence tools and dashboard reports to inform decision-making.
- Providing analysis of P&L costings and trending analysis.
- Conducting ad-hoc analysis, reporting, and presentations.
- Analyzing monthly business spend, including compensation and vendor/outside spend, and identifying insightful trends or anomalies.
- Supporting statutory process, bridging management accounts to statutory accounts for budgeting, forecasting, and actual reporting.
- A commercially focused qualified accountant with post-qualification experience in a reporting/management accounting environment.
- Strong technical knowledge with intuitive analysis ability and excellent written and verbal communication skills.
- Relevant experience in a similar role, seeking to join a progressive organization.
- Excellent Excel skills.
- Power BI experience desirable.
- Proficient in financial systems.
- Strong interpersonal skills.
- Eligibility to work in the UK.
Gallagher offers a competitive salary of £65,000 - £80,000 per annum, plus a range of benefits, including:
- Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days.
- Defined contribution pension scheme, which Gallagher will also contribute to.
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
- Income protection, we'll cover up to 50% of your annual income, with options to top up.
- Health cash plan or Private medical insurance.
We are an equal opportunities employer and welcome applications from all qualified candidates. If you have the required skills and experience, please submit your application.
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