Strategic Financial Planning Lead

1 week ago


Leeds, Leeds, United Kingdom Optimum Recruitment Group Ltd Full time

Financial Planning and Analysis Lead

A newly created role for a Financial Planning and Analysis Lead is available at Optimum Recruitment Group Ltd. The successful candidate will provide strategic commercial guidance to a growing medium-sized organisation based on the outskirts of Leeds.

Key Responsibilities

  • Collaborate with a team of business partners to deliver robust plans and forecasts.
  • Oversee the day-to-day operations of Group forecasting, planning, and corporate reporting processes.
  • Evaluate revenue line PL's on a monthly basis to improve profitability and performance with the team.
  • Provide guidance, review inputs, and offer insights while challenging assumptions.
  • Prepare high-quality monthly board packs for the Group FC and CFO presenting plans, forecasts, and actual results in an insightful manner that drives actions at the board level.
  • Work with the management team to review monthly performance against budget and determine necessary actions to be taken as a result.

Requirements

  • Qualified accountant (CIMA / ACA / ACCA) with relevant PQE accounting experience.
  • Proven experience in finance business partnering, fostering collaborative relationships with internal stakeholders.
  • Ability to thrive in a challenging environment with tight timelines.
  • Excellent critical and analytical thinking skills.


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