Financial Analysis and Planning Specialist

5 days ago


Leeds, Leeds, United Kingdom Progeny Full time
Join Progeny's Finance Team as FP&A Expert

£80,000 - £100,000 per annum

About the Position

We are seeking an experienced FP&A professional to join our finance team at Progeny. As Head of Financial Planning and Analysis, you will be responsible for leading financial analysis, modelling, and forecasting activity, guiding decision-making across the organisation to achieve financial success.

You will work closely with Senior Management to develop and execute strategic plans, leading on annual budgeting and forecasting processes while collaborating with various departments to align strategic objectives.

  • Develop and execute strategic business plans through collaboration with Senior Management.
  • Lead annual budgeting and forecasting processes, working closely with various departments.
  • Conduct financial analysis, providing support on projects to assess financial impact and feasibility.
  • Review Mergers and Acquisitions (M&A) activity's potential impact on group financial performance and position.
  • Monitor KPIs to deliver insight into commercial analysis and identify risks/opportunities to enhance financial performance.
  • Develop comprehensive financial modelling capabilities.
  • Prepare monthly financial performance commentary with the Financial Control team to provide commercial insight and enhance financial performance.
  • Perform stress tests on forecasted financial performance to ensure compliance with regulatory capital, liquidity, and treasury requirements.
  • Design comprehensive reporting packs to provide transparency and insights to investors.

Essential Requirements

  • Qualified Accountant (ACA, ACCA, CIMA, or equivalent level).
  • Substantial experience in Financial Planning and Analysis.
  • Experience within Wealth Management or Financial Services (desired).


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