Finance Planning Analyst
CFC
Head of Finance
CF
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteJob Level
Lead
About the role
- The Finance Director plays a pivotal role in driving financial performance and efficiency across our firm.
- Responsible for overseeing the financial planning, financial reporting, compliance and strategic support to the leadership team.
- Collaborate with the Board and Senior Leadership Team to develop, refine, and implement financial strategies aligned to our business objectives.
- Provide financial analysis and insights to support strategic initiatives including pricing models and tracking profitability.
- Working together with the Head of Operations, Planning and Reporting to align financial planning with operations and forecast planning.
- Define and track key company Objective Key Results (OKRs) for financial performance and effectiveness.
- Lead the development of annual budgets, monthly forecasts, and long-term financial projections.
- Prepare and present accurate and timely financial statements and management reports.
- Oversee cash flow forecasting and working capital management.
- Ensure effective cost control measures are in place.
- Ensure that the CF complies with all relevant financial regulations and reporting requirements.
- Manage the annual audit process, liaising with external auditors.
- Identify opportunities to streamline and improve processes, systems, and reporting tools.
- Advise the Board and Senior Leadership Team on financial performance.
Requirements
- Qualified CIMA/ACCA accountant
- Demonstrable commercial acumen
- Proven experience in a senior finance role within a management consulting or professional services environment.
- Track record of delivering data-driven operational decision-making, scenario modeling, and operational and financial strategy development
- Excellent analytical and problem-solving skills, able to distill complex data into actionable insights
- Exceptional verbal and written communication, producing and presenting high quality materials, ensuring often complex concepts are digestible to all
- Ability to delegate efficiently
- Proven ability to work effectively with senior leadership
- Proficiency in financial systems (e.g., Xero or similar) and advanced Excel skills.
- Background in consultancy or a fast-paced, dynamic environment.
- Familiarity with healthcare or life sciences sectors. Proficiency in management information systems (ideally CMAP) and advanced Excel modelling.
Benefits
- Holiday entitlement: 25 days/year for staff and 30 days/ year for leadership (Manager role included), increasing by 1 day for every year of service up to a maximum of 35 days of holiday per year
- We contribute 7% of your salary into your pension, while you contribute 3% (or more if you like)
- Access to a flexible benefits programme giving you the chance to increase pension contributions, gain access to a cash plan or benefit from a ClassPass subscription
- Annual leave purchase: employees with less than 35 days annual leave entitlement are able to purchase additional annual leave days
- Income protection: in the event of long-term incapacity and a qualifying claim, 75% of salary will be paid
- Enhanced sick pay benefit beyond Statutory Sick Pay for up to a total 12 weeks in any 12-month period
- Life insurance covering four times your basic salary in a tax-free lump sum payable to your beneficiaries in the event of your death whilst in service
- Enhanced family leave policies: additional pay for parents who have a baby or adopt
- Access to an interest free loan of up to £10,000
- Access to an interest-free season ticket loan, repayable by 12 monthly instalments
- Workplace nursery scheme: access to a scheme to help working parents save tax and NI on the cost of the nursery care
- Flexible working policy: including the ability to work fully remotely for up to 4 weeks a year
- An employee assistance and wellness Program: including access to telephone counselling, life coaching, interactive tools online and digital content downloadable from Lifeworks
- Seasonal flu jabs: provided by Boots annually
- Eye care tests: vouchers and discounts at Vision Express
- Ride to work scheme, saving up to 42% on bikes and cycling accessories at Evans Cycles
- Membership to the Health Service Journal (HSJ)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial reportingcompliancefinancial analysispricing modelsbudget developmentcash flow forecastingcost controlscenario modelingfinancial strategy development
Soft skills
commercial acumenanalytical skillsproblem-solving skillsverbal communicationwritten communicationdelegationcollaborationleadershippresentation skillsinsight generation
Certifications
CIMAACCA