Strategic Financial Planning Lead

3 weeks ago


Runcorn, Halton, United Kingdom Tate Full time
Job Overview

We are seeking a highly skilled Financial Planning & Analysis Manager to join our client's dynamic team. As a key member of the Commercial Finance Team, you will play a crucial role in supporting financial planning, providing insightful analysis, and driving business decisions.

The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of success in a fast-paced environment. You will be responsible for owning and coordinating the budget and forecast processes, consolidating budgets and forecasts, and producing detailed financial reports and presentations for executive leadership.

This is an exciting opportunity to join a leading healthcare provider and contribute to the growth and success of the organization. If you are a strategic thinker with a passion for financial planning and analysis, we encourage you to apply for this challenging and rewarding role.

About the Role

This is a full-time position based in Runcorn, with a salary of £65,000 per annum. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively with various stakeholders and teams. You will also have advanced proficiency in Microsoft Excel and strong analytical skills.

Key Responsibilities

* Own and coordinate the budget and forecast processes
* Consolidate budgets and forecasts, including presentations and loading into financial systems
* Produce detailed financial reports and presentations for executive leadership and Finance Reference Packs
* Collaborate with various stakeholders and teams to ensure accurate and timely reporting
* Coordinate the month-end process
* Complete group consolidations for covenant reporting, NHS reporting, and scenario planning
* Develop monthly payroll reports and quarterly forecast files
* Build and manage complex financial models for scenario analysis and strategic planning

Requirements

The ideal candidate will have a minimum of 5 years' experience in financial planning and analysis, with at least 2 years in a management role. You will have a proven track record of success in a fast-paced environment, with advanced proficiency in Microsoft Excel and strong analytical skills. Additionally, you will have a minimum of 3 years PQE and a track record of working with consolidations, balance sheets, and cash flows.

What We Offer

Tate is committed to promoting equal opportunities and creating a diverse and inclusive workplace. We offer a range of benefits, including professional development opportunities, flexible working arrangements, and a supportive team environment.

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