Senior Financial Planning Analyst

This is a confidential search managed by JMR Global. The client organisation will be revealed to shortlisted candidates.

The role this organisation has been waiting to fill Our client has a problem most finance teams would envy: they're sitting on a wealth of data —commercial, operational, financial — and they're not yet using it to its full potential. That's where you come in. This is a newly created role, and it's a proper blank-sheet opportunity. You won't be inheriting someone else's model or maintaining a reporting pack that's been the same for five years. You'll be building the FP&A function from the ground up: the frameworks, the dashboards, the narrative, the influence. The CEO is an ICAEW-qualified accountant. They know what good looks like. They want a finance partner who gets there before they're asked — someone who surfaces the insight, not just the numbers.

What this role actually does You'll sit at the intersection of finance, strategy and commercial performance, acting as the analytical engine behind executive decision-making. In practice that means: Proactive insight, not reactive reporting. You'll anticipate what the CEO and Executive Team need to know before they ask. Trends, risks, opportunities — surfaced early and framed in business terms. Revenue intelligence. The organisation has diverse income streams — membership, qualifications, events, commercial partnerships. You'll own the revenue analysis and forecasting function, drive accuracy, and deepen the organisation's understanding of what's driving performance. Executive-ready analysis. Board pack quality financial storytelling. P&L analysis that goes beyond the numbers and connects to strategy. Models that inform real decisions, not just satisfy the audit trail. Cross-functional BI. You'll combine financial data with operational and membership data to produce joined-up intelligence that the business can actually act on — using Power BI (or equivalent) to build dashboards that stick. Financial modelling. Scenario planning, sensitivity analysis, investment appraisal. You'll build and own the models that support the organisation's strategic choices.