Financial Planning and Analysis Manager

TL;DR

Financial Planning and Analysis Manager (FP&A): Acting as trusted financial partner to senior leadership, delivering high-quality insight, robust forecasting, and decision support across the group with an accent on end-to-end cost forecasting, FP&A modelling, and performance analysis. Focus on designing complex financial models, translating results into actionable insights, challenging performance, and driving strategic initiatives in a private equity-backed SaaS environment.

Location: Hybrid position requiring in-office attendance at Worcester (UK) twice a week

Company

Market-leading technology provider connecting the UK General Insurance community through innovative SaaS solutions in a private equity-backed environment.

What you will do

• Serve as trusted advisor to executives and senior management, providing financial insights, recommendations, and leading cross-functional meetings.
• Own monthly FP&A reporting for Executive Committee and Board, including narrative, analysis, and accuracy.
• Lead design, development, and maintenance of complex FP&A models for cost, scenarios, sensitivities, and multi-year plans.
• Manage end-to-end cost forecasting process, annual budgeting, and performance monitoring with risk/opportunity updates.
• Line-manage and develop one FP&A team member, mentoring across finance team on modelling, forecasting, and stakeholder engagement.
• Support strategic initiatives through modelling, drive process improvements, and enhance cost control practices.

Requirements

• Fully qualified accountant: ACCA, ACA, or CIMA (essential)
• Strong experience in FP&A role with ownership of forecasting and financial modelling
• Proven business partnering with senior stakeholders and procurement, driving margin improvements
• Advanced expertise in cost forecasting, scenario analysis, and analytical problem-solving
• Experience managing, coaching, or developing others
• Advanced Excel skills; experience with reporting tools like Power BI desirable
• Strong communication for Executive presentations

Nice to have

• Experience in SaaS environment
• Experience with financial systems like SAP, Jira, Salesforce

Culture & Benefits

• Positive, inclusive, collaborative culture emphasizing diversity, equity, and inclusion
• Competitive salary, company pension, bonus opportunity, life assurance, critical illness cover
• 25 days holiday increasing to 26 after three years, holiday purchase scheme, flexible working hours
• Perkbox discounts, cycle to work scheme, social clubs, wellbeing support including EAP and mental health first aiders
• Core values: Accountability, Innovation, Teamwork, Trust