Strategic Financial Planning Manager

1 month ago

Aylesbury, Buckinghamshire, United Kingdom BT6 Resourcing Full time

Company Overview

BT6 Resourcing is a leading recruitment agency specializing in the Insurance sector. We are seeking an exceptional Strategic Financial Planning Manager to join our team.

Estimated Salary: £57,750 per annum

Job Description:

The role of Strategic Financial Planning Manager will serve as a pivotal leadership position within the Finance Department. Based primarily at our Aylesbury office, with the option for hybrid working (two days from home), this role reports directly to the Chief Financial Officer (CFO).

The successful candidate will support and, when needed, deputize for the CFO, and will have significant interaction with department heads and senior staff across the business. This role requires strong leadership, the ability to manage a team, and the capacity to work independently. The ability to prioritize, handle multiple projects simultaneously, and meet deadlines under pressure is crucial. Execution of deliverables with exceptional communication and attention to detail, alongside the ability to influence key stakeholders, will be essential to success.

This is a new role, providing an excellent opportunity to shape your responsibilities and make a tangible impact on a growing SaaS-focused SME.

  • Support the CFO in managing financial functions across all entities.
  • Provide proactive management accounting information and support strategic decision-making and risk management processes.
  • Advise the Executive Board on potential risks and opportunities.
  • Produce timely month-end management accounts and review reports with stakeholders, adhering to agreed timelines.
  • Assist the management team in preparing financial and business plans.
  • Regularly update the financial plan, annual budget, and internal weekly planning and reporting.
  • Oversee working capital management, credit control, and treasury functions.
  • Collaborate with the Data Analyst to ensure accurate daily, weekly, and monthly analysis, and recommend improvements to PowerBI reporting.
  • Assist with the preparation of statutory year-end accounts and notes for audit purposes.
  • Manage annual tax compliance and returns; liaise with auditors and assist with tax computations.
  • Participate in cross-functional and group project work, ensuring accounting and tax compliance.
  • Prepare deliverables to support internal and external financial reporting, including analytical commentary and supplementary financial analysis.
  • Streamline and automate processes to meet evolving business needs, identifying inefficiencies and implementing improvements.
  • Stay current with changes in financial regulations and legislation.
  • Establish and maintain company financial policies and procedures.
  • Utilize technology effectively to enhance business and financial functions.
  • Line-manage two team members (credit control and bookkeeping), including process improvement, team development, and management of absence and annual leave.
  • Contribute to the broader development of the Finance Department alongside the CFO.

Candidate Profile:

You will be a qualified accountant (ACA/ACCA/CIMA) with at least five years of experience in both management and financial accounting. Experience in a multi-entity, international business and in a growth-focused SaaS/Technology-based SME within the Insurance sector would be advantageous. You must be self-motivated and able to work independently.

  • Have experience in a scale-up or start-up SaaS, Technology, or similar industry.
  • Possess international exposure.
  • Be analytically strong, with the ability to challenge assumptions, identify anomalies, and resolve issues.
  • Demonstrate excellent communication and interpersonal skills across all levels of the business.
  • Quickly establish credibility and earn the respect of colleagues.
  • Have high integrity, with the ability to sell ideas and implement change.
  • Be inquisitive, with a desire to improve processes and identify opportunities for enhancement.
  • Focus on quality improvement and automation, with a drive for continual improvement.
  • Be comfortable working independently without constant oversight.
  • Thrive under pressure and tight deadlines.
  • Have experience with forecasting, budgeting, variance analysis, and data interpretation.
  • Demonstrate proven operational accounting experience, ideally in a scaling organization.
  • Have a thorough understanding of best-in-class systems, processes, and controls.

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