Financial Planning Lead

19 hours ago


StokeonTrent, Stoke-on-Trent, United Kingdom Robert Walters UK Full time

Job Title: Financial Planning Lead

Salary: £52,000 per annum

We are seeking a highly skilled and experienced Financial Planning Lead to join our finance team at Robert Walters UK. This role offers the opportunity to provide financial leadership within a dynamic and growing organisation.

About the Role:

  • Develop and implement financial strategies aligned with the company's goals
  • Lead the annual budgeting process, ensuring realistic forecasts
  • Prepare monthly, quarterly, and annual financial reports for senior management
  • Manage cash flow to ensure liquidity and proper capital allocation across the group
  • Ensure compliance with accounting standards, tax laws, and regulatory requirements
  • Oversee and develop management accountant
  • Monitor operational and project-related expenditures, driving cost efficiencies across business units
  • Identify and manage financial risks ensuring proper mitigation strategies are in place

Requirements:

  • Professional Qualification: ACCA, CIMA, or ACA certified
  • Strong knowledge of financial planning, analysis, and reporting
  • Proficiency in accounting standards (IFRS/GAAP)
  • Ability to develop long-term financial strategies aligned with business objectives
  • Excellent ability to present financial data and analysis to non-financial stakeholders clearly and concisely
  • Ability to assess financial risks, identify issues, and implement solutions proactively
  • Minimum 3+ years of experience in a finance role, preferably within a multi-entity structure


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