Financial Planning & Analysis Lead

South West (Hybrid - 2 days on-site)

Permanent

Salary: £75,000 - £80,000 per annum

Help shape the financial direction of a growing, purpose-driven organisation.

Our client is a UK business operating at the forefront of sustainable infrastructure and long-term innovation. With significant investment, ambitious growth plans, and major strategic initiatives underway, they’re strengthening the finance function with the appointment of a commercially minded FP&A Lead.

This is a high-visibility role where your insight, modelling capability, and strategic thinking will directly influence how the organisation plans, invests, and grows over the years ahead.

Why this role exists

With their expected growth trajectory, the need for robust planning, forward-looking analysis, and clear financial insight has never been greater. You’ll be the person who brings structure, challenge, and clarity to senior leadership—transforming data into decisions that shape the future of the business.

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 annual planning and budgeting process with senior management.
• Take ownership of forecasting and guide business leaders through performance against targets.
• Build and maintain scenario models, sensitivities, and forward-looking analysis.
• Own and develop the organisation’s financial model.
• Contribute to strategic initiatives including potential investment activity, commercial evaluations, and long-term funding requirements.
• Upgrade management information by developing dashboards and reporting tools that improve clarity, speed, and visibility.
• Prepare high-quality Board and leadership presentations.
• Act as a genuine strategic finance partner—supporting pricing decisions, project evaluations, and investment cases across the organisation.

What you’ll bring

You’ll be a proactive, analytical finance professional who enjoys combining detail with big-picture thinking:

• Strong FP&A experience within a fast-moving environment.
• A qualified accountant (or qualified by experience with strong FP&A credentials).
• Demonstrable financial modelling capability.
• Confidence presenting to senior leaders and explaining financial information simply.
• Ability to drive change, challenge constructively, and improve processes.
• Experience with BI and reporting tools to enhance speed and quality of insight.
• A collaborative style and ease working with stakeholders at all levels.

How success is measured

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

• Accurate, timely, and insightful forecasts and budgets.
• Clear, improved MI that enhances business-wide understanding.
• Strong modelling that shapes strategic thinking.
• Visible contribution to organisational decision-making.
• Effective cross-functional relationships and influence.
• Credibility and trust with senior leaders.

Interim FP&A Lead

Location: South West (1 day on-site per week)

Rate: £450 - £500 per day (Inside IR35)

Duration: Interim – covering the function while a permanent appointment is made

An established organisation in the South West is seeking an Interim FP&A Lead to provide stability, clarity and leadership during a period of transition. With a permanent search underway, we’re looking for someone who can step in confidently, take ownership quickly, and ensure that robust financial planning and commercial insight continue uninterrupted.

The Opportunity 

This role sits at the heart of the organisation’s financial strategy. You’ll work closely with senior stakeholders to deliver high-quality analysis, forecasts and modelling, supporting decision-making across the business. You’ll also play a key role in strategic initiatives, including investment appraisal, scenario planning and project-based commercial support.

We need someone who is hands-on, inquisitive, detail-led and able to build rapport quickly.

What You’ll Lead & Deliver

• Full ownership of annual budgeting, reforecasting and long-term planning
• Scenario modelling, sensitivities and insight-driven analysis
• Development and maintenance of financial models
• Improving business MI, including dashboards and performance reporting
• Preparation of senior leadership and Board-level presentations
• Commercial partnering across projects, pricing and investment decisions
• Support for strategic projects, including evaluation of potential transactions
• Clear communication of financial information to non-finance stakeholders

What You Bring

• A proven FP&A background in a dynamic or fast-moving organisation
• Strong financial modelling skills, with a detail-driven and analytical approach
• Ability to simplify complex data for senior leaders
• Experience improving MI and reporting tools (BI experience beneficial)
• Confident communicator with strong stakeholder-management skills
• A proactive, self-starting mindset with the drive to improve processes
• Qualified accountant or qualified by experience

Why This Interim Role?

You’ll be stepping into a key leadership position during an important moment for the organisation. Your work will ensure continuity, clarity and strong financial discipline while the business appoints its permanent FP&A Lead. It’s an opportunity to make a tangible impact quickly, work closely with senior decision-makers, and contribute to shaping future strategy.

Accounts Assistant
Location: Truro (Hybrid – 2 days in office after onboarding)
Salary: £28,000 – £32,000 per annum

The Opportunity

A forward-thinking, purpose-led organisation in Truro is seeking an ambitious Accounts Assistant to join their growing finance team. This innovative business is experiencing sustained growth and investment, and the finance function is evolving to support its expanding operations. This role offers excellent exposure across a busy finance function and is ideal for someone on their AAT journey who is eager to develop their skills within a collaborative and supportive environment.

The Role

The successful candidate will support the smooth running of day-to-day finance operations and work closely with experienced senior finance professionals. Responsibilities include:

Finance Operations

• Supporting day-to-day finance activity to ensure accurate and timely processes
• Providing administrative and clerical support to the finance leadership team

Accounts Receivable & Payables

• Raising sales invoices, allocating receipts, and maintaining customer accounts
• Providing cover for purchase ledger duties as required

Expenses

• Processing company credit card expenses, ensuring accuracy and compliance with policy

Project Costing & Reporting

• Assisting with internal project cost reporting to support operational insight

Month-End Support

• Supporting ledger preparation to trial balance, including ledger review, accruals, prepayments, and fixed asset register updates
• Preparing monthly account reconciliations to maintain financial accuracy

The Candidate

• Part-qualified or fully qualified AAT
• Highly organised with strong attention to detail
• Proactive, accurate, and quick to learn in a team-oriented environment

What’s on Offer

• Professional development and opportunities to broaden finance experience
• Free confidential support services for employees and their families
• Flexible hybrid working after onboarding
• 25 days’ holiday + bank holidays, increasing with service
• Private health insurance after one year
• Pension scheme to help plan for the future
• Employee perks such as Cycle to Work Scheme and team activities
• Modern, collaborative office environment