Financial Planning & Analysis Manager

Job Purpose: The purpose of this role is to provide strategic financial insights and support to drive business performance and decision-making. This includes overseeing budgeting, forecasting, and best estimate processes, while developing and maintaining financial models to assess key performance indicators (KPIs) and financial metrics (KFIs). The role requires a deep understanding of macroeconomic factors to evaluate their impact on the business and the ability to communicate complex financial data through clear, concise business presentations and strategic summaries. By providing detailed explanations of financial models and their economic effects, this position ensures senior leadership can make informed decisions aligning with the company’s financial goals and long-term growth strategy.

Job Responsibilities:

1. Budgeting & Forecasting: Lead and manage the annual budgeting process and periodic financial forecasts, ensuring alignment with business objectives and accurate financial projections.
2. Financial Modelling: Develop, maintain, and enhance financial models to evaluate business performance, forecast future outcomes, and support decision-making.
3. Commercial Modelling: Design and assist in client commercial modelling, building and fine-tuning models related to SPV, ESCO, MEP, and ESaaS businesses.
4. KPI/KFI Monitoring: Track and analyse key performance indicators (KPIs) and financial key performance indicators (KFIs), providing insights to drive operational and financial improvements.
5. Best Estimate & Analysis: Provide accurate best estimates for financial outcomes, incorporating relevant assumptions and macroeconomic factors to inform business strategy.
6. Business Presentations: Prepare and deliver clear, impactful financial presentations to senior leadership, summarising financial performance, trends, and forecasts.
7. Strategic Summaries: Prepare strategic financial summaries, offering actionable insights on financial results and the economic impact of business decisions.
8. Macroeconomic Analysis: Monitor and analyse macroeconomic trends, assessing their potential impact on business performance and advising on strategic actions.
9. Collaboration & Support: Collaborate with cross-functional teams, including finance, operations, and senior leadership, to ensure financial models and forecasts are aligned with business needs and objectives.
10. Financial Reporting: Provide timely, accurate, and insightful financial reports to senior leadership, highlighting performance variances and recommending corrective actions when necessary.
11. Continuous Improvement: Identify opportunities to streamline financial processes, improve forecasting accuracy, and enhance the overall efficiency of the FP&A function.
12. Develop & Present Business Plans: Based on the collected data, prepare detailed business plans, present them to management for review and approval, and create business presentations focusing on the financial aspects of the plans.
13. Conduct Periodic Review & Variance Analysis: Regularly review and update the business plan, performing variance analysis to identify discrepancies and recommend corrective actions. Prepare and present updated business forecasts in comparison with the original plan.
14. Financial Feasibility Studies: Conduct financial feasibility studies for new ventures, providing management with detailed reports and recommendations to support strategic decision-making.
15. Monthly Budget vs. Actuals Performance Reviews: Prepare and analyse monthly performance reviews, comparing budgeted figures with actual results for ongoing projects, highlighting variances and suggesting actions for performance improvements.
16. Automation of back-office functions: Automate back-office functions in SAP ERP, to PowerBI and management information systems.

Job Requirements:

Qualification and Experience Required: Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field.