Financial Planning and Analysis

• Become the dedicated finance lead for a portfolio of schools
• Work closely with Headteachers and operational leaders to understand financial performance
• Identify risks and opportunities while providing meaningful commercial insight
• Review management accounts and investigate variances
• Support budgeting and forecasting
• Help school leaders understand how financial decisions impact operational performance
• Explain the numbers and work collaboratively to improve them.

Finance Business Partner

• Provide strategic, commercial and operational leadership for PwC’s Finance Managed Services business. Leading origination and qualification of large, complex FMS opportunities.
• Lead end-to-end operational performance across Finance Managed Services client engagements, ensuring high-quality delivery, consistency, efficiency, and continuous improvement.
• Drive profitable growth through expansion of the managed services footprint, development of new markets and deeper penetration of existing client accounts.
• Own commercial performance/growth, including responsibility for achieving c.£10m annual sales targets and c.£5m gross revenue across Finance Managed Services and related offerings.
• Strengthen PwC’s market position by developing differentiated value propositions, enhancing thought leadership and building trusted C-suite client relationships.
• Collaborate with Partners, Managing Directors and teams across Consulting and Operate to shape integrated solutions and unlock cross-firm and cross-sector opportunities.
• Embed standardisation, automation, AI-enabled delivery and data-led insight to improve productivity, reduce cost and enhance operational efficiency.
• Ensure strong governance, risk management, quality controls and compliance across multi-million-pound delivery portfolios within a matrix management environment.
• Build and sustain a culture of continuous improvement, innovation and operational excellence across multidisciplinary delivery teams.

Finance Managed Services Managing Director

• Act as a trusted adviser to partners and senior stakeholders.
• Partner with practice, sector and regional leadership teams to identify opportunities to improve profitability and commercial performance.
• Support the development of pricing strategies and commercial solutions for significant client opportunities, panel appointments and strategic tenders.
• Build financial models and deliver analysis, insight and recommendations to support decision-making.
• Challenge and influence stakeholders to improve pricing discipline, matter management and financial outcomes.
• Deliver training and coaching to partners and fee earners on pricing, profitability, financial management and commercial best practice.
• Support strategic initiatives led by the Head of Commercial Finance and Senior Commercial Finance Managers.
• Coach and develop junior members of the team, contributing to a collaborative and high-performing culture.

Commercial Finance Manager

• Building trusted relationships with new and existing customers, helping them explore their financial goals, needs and priorities
• Providing personalised advice across pensions and investments, with a clear focus on good customer outcomes
• Holding meaningful customer conversations that explore their circumstances, preferences and future plans
• Maintaining high standards of quality, compliance and risk management in every customer interaction
• Using your commercial focus to support business objectives while making sure advice remains fair, suitable and customer-led

Financial Adviser

• Building trusted relationships with new and existing customers, helping them explore their financial goals, needs and priorities
• Providing personalised advice across pensions and investments, with a clear focus on good customer outcomes
• Holding meaningful customer conversations that explore their circumstances, preferences and future plans.
• Maintaining high standards of quality, compliance and risk management in every customer interaction
• Using your commercial focus to support business objectives while making sure advice remains fair, suitable and customer-led

• Ensure the smooth, accurate and compliant management of adult income accounts
• Maintenance and monitoring of payment arrangements
• Ensure payments are collected reliably
• Provide clear and supportive communication to clients
• Operation of income recovery processes efficiently and in line with professional and local standards
• Key administrative support to the Adults Income Recovery Team

Finance Support Officer – Adults Income Recovery

• Process invoices and bookings accurately across multiple entities, clients, and currencies.
• Maintain accurate, up-to-date financial records in Xero.
• Support revenue tracking and reporting, flagging discrepancies early rather than letting them build up.
• Work closely with George on Employer of Record administration, from offer support through to onboarding compliance.
• Keep our internal systems and finance tools aligned, so data stays consistent across the business.
• Support month-end processes alongside the wider finance and operations team.
• Build and maintain clear process documentation as our workflows evolve and the business scales.
• Pick up general operational support across the business as needed, no task too small.

Graduate Associate, Operations and Finance

• Lead the group's annual budgeting, forecasting, and long-range planning processes.
• Translate BLAST's strategy into clear, measurable financial plans and performance targets.
• Develop integrated forecasts that cover revenue, profitability, cash flow, investment, and funding needs.
• Lead scenario modelling and strategic analysis to support Executive and Board decision-making.
• Own the group’s performance management framework and financial KPIs.
• Provide clear, actionable insights, identifying emerging trends, risks, and opportunities.
• Partner with business leaders to drive profitability, cash generation, and financial accountability.
• Lead the financial evaluation of major investments, strategic initiatives, and growth opportunities.
• Act as a trusted strategic adviser to the CFOO and the Executive Leadership Team.
• Drive the continued development of our FP&A processes, systems, and analytical capabilities.

Director of Financial Planning – Analysis

• Provide a professional accounting service to our clients
• Ensure all responsibilities, services, and deliverables are carried out with accuracy and efficiency to meet client deadlines
• Delivering agreed services to clients which may include:
• Maintenance of client records and reconciliation of ledgers
• Preparation of Management accounts and consolidation of financial reports and regulatory returns
• Preparation of Statutory accounts
• Preparing, reviewing and processing journals and reference data on ledger
• Approving payments in line with relevant delegated authority and monitoring/resolving outstanding invoices/statements
• Monitoring cash movements and balances and escalating to the Client Manager when required
• Processing payroll on behalf of clients
• Liaising with regulatory bodies, auditors and clients
• Ensuring procedures and controls are documented, followed, and updated
• Keeping abreast of regulatory changes and work with clients, third parties and other Polo staff to ensure such changes are implemented in a controlled and timely manner
• Ensuring controls are as required and resolve any issues
• Assisting with recruitment, training, development, and succession planning
• Assisting with audits for clients
• Other ad-hoc projects and tasks

Client Finance Accountant – 12 Month FTC

• Lead independent operational risk oversight across the Finance function, helping to ensure material risks are identified, understood and managed effectively.
• Act as the key Non-Financial Risk contact for the CFO and Finance Leadership Team, providing risk insight and guidance to support informed decision-making.
• Provide oversight of Finance's risk profile, including adherence to risk appetite and the management of current and emerging risks.
• Support a strong and effective control environment through oversight of Internal Controls over Financial Reporting (ICFR/SOX).
• Review the identification, escalation and remediation of control weaknesses, working closely with Finance, Internal Audit and external auditors.
• Provide oversight and risk input on major Finance transformation programmes, assessing governance, risk management and control arrangements.
• Collaborate with specialist risk teams across technology, cyber, change and financial risk to deliver an integrated view of risk.
• Contribute to the continued development of risk frameworks, reporting and tools through the Risk Transformation Programme.
• Deliver clear and meaningful risk reporting to senior leadership, Executive Committees and Board Risk Committees.
• Create an inclusive, collaborative environment that supports the development and success of team members.

Head of Operational Risk Oversight – Finance

• Manage the direct equity valuation process for a growing portfolio of investments across the Bank.
• Help shape, maintain and document robust valuation processes, policies and controls that reflect statutory guidance, industry best practice and governance.
• Design, build and maintain robust financial models.
• Define data collection requirements, review company and portfolio-level valuation information.
• Prepare packs for quarterly valuation meetings.
• Work closely with investment, finance, business intelligence and governance teams, and act as a key contact for external auditors and other stakeholders.

Direct Investment Valuations Manager

• Partner with senior stakeholders to drive strong financial and operational performance.
• Provide robust challenge and insightful analysis on budgets, forecasts, and business cases.
• Identify opportunities to improve efficiency, reduce costs, and maximise value.
• Deliver clear and timely financial forecasts, helping leaders make confident decisions.
• Monitor performance, highlighting risks and opportunities and ensuring appropriate actions are taken.
• Support investment decisions through rigorous financial appraisal and commercial analysis.
• Lead, coach and develop a talented finance team, creating a culture of continuous improvement and high performance.
• Provide meaningful insights into cost drivers, business performance, and regulatory impacts.
• Help shape long-term financial and business strategies across the Capital Delivery and Chief Engineer functions.

Senior Finance Business Partner

• Lead finance transformation initiatives from concept through to successful implementation and embedding into business-as-usual activities.
• Identify opportunities to simplify processes, improve efficiency and reduce manual effort through digital and AI-driven solutions.
• Champion innovative technologies, including Microsoft Copilot, self-service tools and emerging AI capabilities.
• Support finance teams through major business transformation programmes, including SAP S/4HANA and CEM.
• Drive the strategic development of our Digital Business Case platform and oversee its successful transition into BAU.
• Develop finance capability through engaging workshops, training programmes and learning initiatives.
• Build strong relationships across the business, bringing people together to achieve shared transformation goals.
• Translate business needs into practical solutions by acting as a bridge between technical teams and end users.
• Use insight, data and strong communication skills to influence decisions and drive positive outcomes.
• Maintain strong governance standards and ensure transformation projects stay focused on delivering value.

Finance Transformation Manager

• Serve as a trusted financial and commercial partner to the International Government region, providing insight, challenge, and support to regional leaders
• Drive financial management across the region, including timely planning, analysis, reporting, and clear, accurate executive presentations
• Lead monthly, quarterly, and annual budgeting and forecasting cycles in close collaboration with Corporate FP&A
• Support international growth by partnering with local sales leads to quantify, prioritize, and track market opportunities
• Help hold regional teams accountable for financial outcomes, opportunity progression, and performance against plan
• Actively monitor regional deals to ensure pricing, margins, and commercial structures align with company objectives
• Own and lead a robust forecasting and reporting model for consumption-based sales
• Establish and drive an operating model for the services sector within the International Government region
• Identify and lead finance process improvements, including the use of AI to simplify, automate, and standardize work where appropriate
• Prepare high-quality analysis and presentations for senior leadership, ensuring outputs are accurate, insightful, and action-oriented.

Financial Analyst

• Support the preparation and reporting of GCT financial results, including forecasts and actuals, with a focus on clearly explaining what the numbers mean.
• Develop a strong understanding of how different systems feed into the Profit & Loss (P&L), asking questions to build insight and improve financial reporting.
• Track budgets, identify variances, and confidently explain movements in a clear, simple, and logical way to senior team members.
• Translate complex financial information into straightforward messages that can be easily understood by non‑finance stakeholders.
• Support stress testing activities, showing curiosity about how different scenarios impact the business and using results to understand key drivers.
• Build a solid understanding of accounting principles and apply them thoughtfully to ensure accurate and well‑reasoned financial reporting.
• Actively look for opportunities to improve processes and systems, using curiosity and initiative to support enhancements through Power Apps, AI, and automation.
• Work with a variety of data sources and processes, asking thoughtful questions to help answer business and performance‑related queries.
• Support senior colleagues with client and stakeholder interactions, communicating financial information clearly and following agreed processes and controls.

Financial Planning & Analysis Manager – Group Corporate Treasury

• Own the financial narrative across your clients - P&L, cash flow, balance sheet - translating complexity into clear guidance that founders can act on
• Own the operational backbone - AP, AR, payroll and VAT - across your portfolio, keeping clients confident that nothing slips
• Lead budgeting, forecasting and scenario planning, connecting commercial reality with long-term strategy
• Build sophisticated financial models for fundraising, M&A, and investment decisions
• Challenge assumptions, flag risks early and shape decisions, not just report on them
• Coach and develop fin-managers and fin-operators across your portfolio (typically 2-3 direct reports), building high-performing teams
• Drive systems and process improvements, setting the standard for how Xero is configured and used
• Help fin-house grow - through referrals, the relationships you build, and how you represent the brand externally

Head of Finance – Fast Track to FD

• Run full-cycle Accounts Payable, ledger management, and employee expenses (Pleo & Brex).
• Manage international payment runs and bank/credit card reconciliations across EUR, GBP, USD, and AUD.
• Support monthly management accounts through GL postings, journals, and supplier/airline reconciliations.
• Identify bottlenecks and help automate, streamline, and optimize our financial processes.
• Partner across teams for internal queries, special projects, and audit deliverables.

Finance Assistant, AP – FTC

• Own the month-end close process end-to-end: review journals, sign off balance sheet schedules, manage accruals and prepayments, and oversee AP and expense processing carried out by the group's shared services function on CCUK's behalf.
• Prepare first-draft management accounts and produce the Monthly Director's Analysis (MDA) pack, including P&L actuals vs budget, variance commentary, and commercial KPI narrative.
• Prepare annual statutory financial statements for CCUK under IFRS and act as the primary Finance contact for the external statutory auditor throughout the year-end process.
• Design and document the CCUK financial controls framework: process narratives, control matrices, and risk-and-controls documentation aligned to Big Four audit standards. This should be aligned with the Finance Risk and Controls Self Assessment (RCSA).
• Lead the annual budget cycle and quarterly rolling reforecast, building and maintaining financial models in Google Sheets and NetSuite.
• Provide financial oversight and modelling support across the current project programme: CCUK v2 platform rebuild, Stockbroking product launch, Cards, and ICARA refresh — including scenario analysis, business case support, and project cost tracking.
• Own UK corporation tax compliance: prepare quarterly provisions, coordinate with external advisers on the CT600 return, and manage tax considerations arising from new product lines (Stockbroking, Cards).
• Manage quarterly VAT returns, including the partial exemption calculation that arises from CCUK's mix of VAT-exempt CFD/spread betting income and taxable supplies.
• Maintain transfer pricing documentation for intercompany service charges received and work with the Tax team to ensure this is kept up to date.
• Oversee CCUK's treasury function: maintain daily cash positioning across banks, PSP, and EMI accounts in Kyriba, ensure daily reconciliations are completed and reported on time, manage banking counterparty relationships, and ensure FX exposure is monitored and hedged via the group's intercompany hedging structure.
• Ensure client money segregation remains compliant with CASS 7 at all times, working closely with the dedicated CASS team on treasury-related aspects of the daily CASS checklist.
• Support FCA regulatory reporting: contribute to quarterly RegData submissions (capital adequacy, liquidity, P&L, balance sheet) and ICARA documentation, with a view to taking greater ownership of these processes over time.
• Act as Finance Director cover: represent CCUK Finance at Board, ExCo and ARCC Committee meetings when required, and step in across any part of the Finance function in the FD's absence.
• Manage and develop one direct report (Management Accountant): set clear objectives, conduct regular 1:1s, and build the team's capability in financial controls and analytical output.
• Champion AI and automation within Finance: identify and implement opportunities to streamline routine tasks — reconciliations, report generation, regulatory return preparation — using tools including n8n, Claude AI, and Python scripting.

Finance Manager, Investments

• Act as the key Finance Business Partner for senior stakeholders across Commercial, Marketing and Operations teams.
• Support trading and commercial performance through financial analysis, planning and actionable insights.
• Own key elements of the annual budgeting process and quarterly forecasting cycles, ensuring plans are aligned with operational and commercial drivers.
• Prepare monthly trading and performance reporting, including analysis, commentary and presentations for senior leadership and board-level audiences.
• Deliver robust financial modelling, scenario analysis and business cases to support strategic and operational decision-making.
• Partner with Operations leadership to provide financial support across operational performance, investments and efficiency initiatives.
• Manage and develop an FP&A Analyst, providing coaching, support and oversight across operational finance activities.
• Build strong relationships with stakeholders across Commercial, Marketing, Buying and Operations teams.
• Drive continuous improvement across FP&A processes, reporting and planning tools, including automation and scalability initiatives.

Financial Planning and Analysis jobs in United Kingdom

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Finance Business Partner

Finance Managed Services Managing Director

Commercial Finance Manager

Financial Adviser

Financial Adviser

Financial Adviser

Finance Support Officer – Adults Income Recovery

Graduate Associate, Operations and Finance

Director of Financial Planning – Analysis

Client Finance Accountant – 12 Month FTC

Head of Operational Risk Oversight – Finance

Direct Investment Valuations Manager

Senior Finance Business Partner

Finance Transformation Manager

Financial Analyst

Financial Planning & Analysis Manager – Group Corporate Treasury

Head of Finance – Fast Track to FD

Finance Assistant, AP – FTC

Finance Manager, Investments

FP&A Manager