Financial Planning & Analysis Manager

South West (Hybrid – 1-2 days on-site)
Permanent

Salary: £75,000 - £80,000 per annum

Play a key role in driving commercial insight within a scaling, investment-backed organisation.

Our client is a privately owned UK group operating across essential services and long-term asset-backed projects. With a multi-year growth strategy in place and increasing operational complexity, the business is investing in its commercial finance capability to support the next phase of expansion.

Why this role exists

As the organisation scales, leadership requires sharper forward-looking insight, improved commercial evaluation, and stronger performance visibility. This role has been designed to elevate financial analysis beyond reporting, embedding meaningful challenge and strategic thinking into everyday decision-making.

You’ll work closely with operational and executive stakeholders, helping shape pricing, investment, and performance strategy across the group.

What you’ll be doing

You’ll own and lead the full FP&A agenda, ensuring the organisation has a clear, accurate, and insight-driven view of its performance and trajectory:

• Lead the group-wide reforecasting and rolling planning cycles.
• Partner with operational leads to analyse performance drivers and identify opportunities for margin enhancement.
• Develop scenario analysis to support capital allocation, contract evaluations, and commercial bids.
• Enhance reporting frameworks, introducing clearer KPI dashboards and data visualisation tools.
• Support long-range planning and funding discussions with robust financial insight.
• Provide commercial input into new initiatives, cost optimisation programmes, and investment appraisals.
• Deliver concise and impactful reporting packs for the executive team.
• Act as a trusted advisor to non-finance stakeholders — translating complex data into practical recommendations.

What you’ll bring

You’ll combine strong technical capability with commercial curiosity and confidence.

• Qualified accountant (ACA / ACCA / CIMA) or equivalent experience.
• Proven background in commercial finance, business partnering, or FP&A within a dynamic environment.
• Strong financial modelling and analytical skills.
• Comfortable influencing senior stakeholders and challenging assumptions constructively.
• Experience improving reporting processes and leveraging BI tools.
• Naturally inquisitive with a focus on continuous improvement.

How success is measured

Your impact will be felt both in the numbers and in the decisions they inform. Success in this role means:

• Clearer commercial visibility across divisions.
• Forward-looking insight that influences investment and operational decisions.
• Improved forecasting accuracy and enhanced KPI reporting.
• Strong relationships with senior stakeholders.
• Measurable impact on profitability and strategic outcomes.