Financial Planning Lead
4 weeks ago
Financial Planning Lead
We're seeking a skilled Financial Planning Lead to support performance reporting and planning across our team. In this role, you'll be responsible for consolidating and building reporting outputs, partnering with finance business partners and business teams to identify risks or opportunities that might have a financial impact, and adding those into our forecasts, budgets, and strategic plans.
As a Financial Planning Lead, you'll play a key part in the team responsible for analysing performance and trends, and producing forecasts, budgets, and plans for the future. You'll deliver reporting against internal benchmarks and compare with external competitors in the industry to inform and optimise our business decisions.
Key Responsibilities:
- Build financial plans using proven techniques and methods.
- Update financial models, forecasts, budgets, and strategic plans with data and assumptions.
- Consolidate reporting inputs and present overall performance in a clear, compelling way.
- Support weekly and monthly performance reporting.
- Analyse period results, key variances, and their impact on financial statements.
- Provide reconciliation and variance analysis across business areas (weekly, monthly, quarterly, yearly).
- Build strong relationships with key partners across the business.
- Improve forecasting and reporting processes while championing planning and reporting tools, including cashflow forecasting.
Requirements:
- Accountancy qualification (ACA, CIMA, ACCA or equivalent) and FP&A experience.
- Strong budget, forecast, and financial reporting (P&Ls, balance sheets, cash flow) skills.
- Excellent analytical, detail-oriented, and communication skills, with the ability to present data and influence stakeholders.
What We Offer:
- Competitive salary.
- Coaching, training, and support to help you develop.
- Pension with up to 10% employer contributions.
- Annual incentive scheme.
- 28 days holiday (rising to 32 in line with service).
- Discounts on Co-op products and services.
Building an Inclusive Work Environment:
We're proud to do things a different way at Co-op. As one of the world's largest co-operatives, owned by millions of members, community is at the heart of what we do. We're actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs.
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