Financial Planning Manager
Job description
Original text imported from Reed
Fin Search are recruiting a Financial Planning Manager on a permanent basis for a well performing, private equity backed business based in London.
The business has recently made some significant acquisitions, and this role will be to support this area of the business by providing accurate and timely reporting in addition to analysis of performance.
Duties will include, however are not limited to, taking ownership of the planning, management and delivery of the annual budgeting and periodic reforecast processes, taking ownership of and improvement to the integrated business planning model, ensuring integrity of P&L, Balance Sheet & Cashflow, development of accurate capex reporting and analysis, working with key stakeholders to ensure robust processes and controls and providing a business partnering service, provision of month end performance analysis pack and production of the monthly board report and the maintenance of monthly financial model.
The successful candidate will:
- Be ACCA/CIMA/ACA qualified
- Have worked in a relevant commercial role previously, ideally FP&A
- Have the ability to demonstrate business partnering skills
- Have excellent financial modelling, analytical and presentation skills
- Have excellent attention to detail
£75,000 + up to 20% annual bonus + 25 days annual leave (plus bank holidays) + opportunity to purchase up to 10 days additional holiday + hybrid working model (3 days in the office and 2 days at home) + 4x life assurance + private healthcare
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your ACCA/CIMA/ACA qualification prominently as this is explicitly required for the role
📊 Quantify your FP&A achievements: 'Led annual budgeting for £15M revenue, improving forecast accuracy by 12%'
🏢 Emphasise private equity or acquisition experience as the company has recently made significant acquisitions
🤝 Showcase business partnering examples where you worked with stakeholders to improve processes and controls
📈 Detail your financial modelling expertise, particularly with integrated business planning models and capex analysis
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Led annual budgeting process for £25M revenue business, delivering integrated P&L, Balance Sheet and Cashflow models 2 weeks ahead of deadline
- •Developed capex reporting framework following 3 acquisitions, improving investment tracking accuracy by 18% and reducing month-end close time by 2 days
- •Partnered with 5 department heads to implement robust financial controls, resulting in 95% forecast accuracy and streamlined board reporting process
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Dear Hiring Manager,
Fin Search's Financial Planning Manager role perfectly aligns with my ACCA qualification and FP&A expertise, particularly given your recent acquisitions requiring robust financial planning and analysis capabilities.
My background in financial planning and analysis, combined with proven business partnering skills, has enabled me to successfully lead budgeting processes, develop integrated business models, and deliver accurate month-end reporting to senior stakeholders. I have particular experience in private equity environments where precision and timely analysis are critical.
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Interview questions
10 questions generated from this advert.
Technical
- ›Walk me through your approach to building an integrated business planning model
- ›How do you ensure accuracy when consolidating P&L, Balance Sheet and Cashflow statements?
- ›Describe your experience with capex reporting and analysis in a private equity environment
- ›What financial modelling techniques do you use for budgeting and reforecasting processes?
- ›How do you maintain data integrity across multiple financial models and reporting systems?
Behavioural
- ›Tell me about a time when you had to improve a financial process or control system
- ›Describe a situation where you had to present complex financial analysis to senior stakeholders
- ›Give an example of when your attention to detail prevented a significant error
- ›Tell me about a challenging month-end close you managed and how you handled it
- ›Describe how you've successfully partnered with non-finance teams to achieve business objectives
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to improve a financial process or control system
Describe a situation where you had to present complex financial analysis to senior stakeholders