Financial Planning and Analysis Manager

5 days ago


Solihull, Solihull, United Kingdom Primis Mortgage Network Full time £70,000 - £80,000 per year

Senior Financial Planning & Analysis Manager

Hybrid, West Midlands

Part of LSL Property Services plc' Financial Services division, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with circa 1000 Mortgage & Insurance firms as business partners and approaching 3000 advisors working alongside us.

Other businesses within the FS division include TMA, Novium and Linear Financial Solutions.

We are keen to recruit a talented Financial Planning & Analysis Manager to join our first-class Finance function based on the Birmingham Business Park in Solihull, West Midlands.

Role Purpose

Oversee and manage all aspects of financial planning and analysis, group reporting, monthly consolidation & board packs. Coordinate the business plan & forecast cycles

Coordination & consolidation

Acting as a buffer between group & finance department

Providing top-down view

Long range business plan

Distilling the story for CFO/Board Level

Main Accountabilities

Budget/Forecast coordination & consolidation

Primary contact for group queries

Production of packs & decks for FS/LSL board presentations

CFO support & high-level modelling

Production of 3+ Year plans

Monthly accounts consolidation & telling the story

Scenario modelling

Risks & opportunities

CFO state of the nation report

Top-down business planning

Support on investment opportunities

Group reporting cashflow forecast

Support CFO on all Corporate Governance

Distribute board minutes to CFO DR's

Knowledge and Expertise required

Educated to degree level or equivalent

Professional accountancy qualification (ACCA, ACA, CIMA,

or equivalent)

Experience of working in financial services industry preferable

Working at Executive level, and preferably experience at board level in terms of report writing and presentations

Co-ordination of professional finance teams

Building detailed models and forecasts in a complex environment

Excellent interpersonal skills

Organised and able to influence other teams to achieve deadlines

Understand, interpret, and apply information

Strong modelling and analytic skills

Excellent analytical skills, with ability to think independently and draw conclusions

Able to pull the story out from the detail to an exec level summary

Essential requirements

3+ years post qualification

AAT qualified/ Studying for ACCA/ACA/CIMA

3+ years in similar roles

Salary and Benefits -

Monies £70,000 - £80,000 DOE Negotiable plus Bonus

Enhanced pension alongside access to plc linked share-based incentives when available

The role is Full time Hybrid with Home and our Solihull HQ

The car allowance payable with this role is included in the base salary advertised

Applications in confidence with a CV and covering note to of PRIMIS / LSL's internal recruitment function

Internal LSL group applicants must discuss your intentions to apply with your immediate line manager prior to your application being submitted.

We are an equal opportunity and Disability Confident employer, dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds, and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process, please let us know.

LSL Property Services are dedicated to protecting your data – our Recruitment Privacy Notice can be viewed on the LSL Careers website



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