Forge Talent
Financial Planning Analyst
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Financial Planning & Analysis
North Manchester | Hybrid
Up to £60,000 + benefits
Forge Talent is partnering with a high-growth, multi-site organisation to recruit a Financial Planning & Analysis into its central finance function. This is a high-impact opportunity for a commercially minded FP&A professional looking to take genuine ownership of financial planning, forecasting, performance analysis and strategic insight across a growing UK business.
Reporting into the Senior FP&A Manager and working closely with the Head of FP&A, you'll act as a trusted financial adviser to senior leadership, helping turn complex financial and operational data into clear insight, challenge and recommendations that support better business decisions.
The role offers genuine scope to improve how the business plans, forecasts and reports, with strong exposure to senior stakeholders and the opportunity to drive greater automation, reporting quality and commercial accountability across the organisation.
The Role
You'll take a leading role across the UK FP&A cycle, owning key elements of budgeting, forecasting, financial modelling, performance reporting and commercial analysis.
The focus is not simply on producing the numbers. You'll be expected to understand the key drivers behind performance, identify risks and opportunities, challenge assumptions and provide clear recommendations to senior stakeholders.
You'll work closely with Finance, Business Intelligence and operational leadership to improve the quality and efficiency of planning, reporting and decision-making across the business.
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Key Responsibilities
- Lead the production of financial reporting, management information and performance analysis for senior stakeholders.
- Own and lead elements of the annual budgeting and quarterly forecasting processes, ensuring alignment with strategic and operational objectives.
- Analyse actuals, budgets and forecasts to identify trends, risks, opportunities and key drivers of performance.
- Provide clear and commercially focused commentary and recommendations to senior Finance and operational stakeholders.
- Develop robust financial models and scenario analysis to support growth initiatives, investment decisions and strategic projects.
- Maintain and continually improve forecasting and financial planning models, ensuring data, assumptions and KPIs remain accurate and relevant.
- Challenge operational and Finance leaders on performance, driving greater accountability and ownership of financial outcomes.
- Work closely with Business Intelligence to develop automated reporting, dashboards and scorecards that improve visibility and decision-making.
- Build strong relationships with senior operational stakeholders, acting as a trusted financial adviser and business partner.
- Translate complex financial and operational information into clear, straightforward messages for non-finance audiences.
- Continuously improve planning, forecasting and reporting processes through better systems, automation and data-led solutions.
- Support the development and implementation of new reporting and planning tools.
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What We're Looking For
We're looking for someone who is commercially minded, confident with the detail but able to step back and understand the bigger picture.
- ACA, ACCA, CIMA or equivalent qualification, or be qualified by experience with significant FP&A expertise.
- Strong experience across budgeting, forecasting, financial planning and performance analysis.
- Advanced Excel and financial modelling skills, with confidence working with large and complex datasets.
- Strong commercial acumen and the ability to turn financial information into clear recommendations.
- Experience influencing senior stakeholders and challenging performance where required.
- Excellent communication and presentation skills, with the ability to explain complex information simply.
- A proactive approach with a genuine interest in improving processes, reporting and the way Finance supports the wider business.
Why This Role?
- High-impact FP&A position with genuine ownership across planning, forecasting and performance.
- Direct exposure to senior leadership and key operational decision-makers.
- Opportunity to influence strategic and commercial decisions across a growing UK business.
- Scope to improve reporting, automation, dashboards and financial planning capability.
- Strong development opportunity within an evolving central Finance function.
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