Financial Planning and Analysis Director

2 days ago


Leeds, Leeds, United Kingdom The Progeny Group Full time

Job Overview:

We are seeking an experienced Head of Financial Planning and Analysis (FP&A) to join our Finance team at The Progeny Group. As a key member of the leadership team, you will play a vital role in delivering strategic plans, annual budgeting, and forecasting processes.

About the Role:

The successful candidate will be responsible for leading on annual budgeting and forecasting processes while working closely with various departments to align strategic objectives. You will also conduct financial analysis and provide support on projects to assess financial impact and feasibility. Additionally, you will review the potential impact of Mergers and Acquisitions (M&A) activity on group financial performance and position.

Key Responsibilities:

  • Collaborating with Senior Management to develop and execute strategic business plans.
  • Leading on annual budgeting and forecasting processes while working closely with various departments to align strategic objectives.
  • Conducting financial analysis and providing support on projects to assess financial impact and feasibility.
  • Reviewing the potential impact of Mergers and Acquisitions (M&A) activity on group financial performance and position.
  • Monitoring KPIs to deliver insight into commercial analysis and identify risks/opportunities to enhance financial performance.
  • Developing and maintaining comprehensive financial modelling capabilities.
  • Preparing monthly financial performance commentary alongside the Financial Control team to provide commercial insight and enhance financial performance.
  • Performing stress tests on forecasted financial performance to ensure compliance with regulatory capital, liquidity, and treasury requirements are adhered to.
  • Designing comprehensive reporting packs to provide transparency and insights to investors.

Requirements:

  • A qualified accountant with experience in Financial Planning and Analysis (essential).
  • Substantial experience within Wealth Management or Financial Services (desirable).
  • Experience implementing an FP&A system (desirable).
  • Strong working knowledge of regulatory requirements and reporting standards.
  • Excellent financial modelling skills with high proficiencies in Excel and financial software.


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