Financial Planning and Analysis Manager
Role purpose:
To provide financial planning and analysis support to the business with emphasis on providing insights to aid in decision-making.
Key Accountabilities and Responsibilities:
- Preparation of the forecast for P&L on a monthly basis and forecast pack.
- Responsibility for maintaining and updating the long range cash flow forecast.
- Preparation of annual budget for the business and high level strategic plan over a 3-5 year time span.
- Commentary and distribution of the P&L results for the month.
- Preparation of schedules for the Monthly Board Pack.
- Calculation of Partner team’s commission and employee bonus accruals each month.
- Development of reports to support business requirements, eg Breakeven Analysis, Weekly dashboard template.
- Identification of trends and analysis to highlight issues within the business and potential courses of action to maximise/minimise the impact of trends seen, as appropriate.
- Managing and developing the Financial Analyst within the team.
- Supporting the FD as and when required.
- Ad hoc analysis as required.
Key Skills, Knowledge, Experience and Competencies ie those (including qualifications) required to fulfil role:
- Qualified Accountant, CIMA, ACCA, ACA or QBE.
- Experience of working in a Subscription based business an advantage.
- Advanced Excel skills.
- Excellent communication skills with the ability to explain financial concepts/findings to non-financial audiences.
- Proven experience of operating at a senior level.