FP&A Manager (Chartered Accountant) Title: Financial Planning & Analysis (FP&A) Manager Location: Remote Contract: Full-time, permanent Role purpose Own the planning, forecasting, and performance reporting engine. Turn data into decisions, partner with budget owners, and keep leadership honest on what’s working, what’s not, and what to do next. Key responsibilities Planning & forecasting Run annual budget and quarterly/monthly re-forecast cycles; build and maintain the integrated 3-statement model (P&L, balance sheet, cash flow). Deliver driver-based forecasts, scenario/sensitivity analysis, and “what-ifs” (pricing, volume, mix, headcount, FX, capex). Performance reporting Produce timely, accurate monthly management packs with clear variance analysis (actuals vs budget vs forecast) and actionable insights. Define and maintain companywide KPI framework (growth, margins, CAC/LTV, payback, productivity, working capital). Build dashboards and automate recurring reports. Business partnering Act as finance lead for functional heads (Sales, Marketing, Ops, Product). Challenge assumptions, quantify trade-offs, and support investment cases. Support commercial decisions (pricing, promotions, contracts) with unit economics and ROI. Cash, capex & investments Own short- and medium-term cash forecasting; highlight liquidity risks early. Evaluate capex and strategic projects using NPV/IRR, build business cases, and track post-implementation benefits. Close & data integrity Collaborate with Financial Control during month-end to ensure clean actuals, correct accruals/deferrals, revenue recognition, and cost allocations. Improve data quality, chart of accounts design, and master-data governance. Tools & systems Lead adoption of planning/BI tools; drive automation (ETL, templates, standardized definitions). Be the power user for ERP ↔ BI ↔ planning stack. Leadership Manage and develop analysts (workload, standards, review). Set the FP&A calendar and hold stakeholders to it.
FP&A Manager (Chartered Accountant) Title: Financial Planning & Analysis (FP&A) Manager Location: Remote Contract: Full-time, permanent Role purpose Own the planning, forecasting, and performance reporting engine. Turn data into decisions, partner with budget owners, and keep leadership honest on what's working, what's not, and what to do next. Key responsibilities Planning & forecasting Run annual budget and quarterly/monthly re-forecast cycles; build and maintain the integrated 3-statement model (P&L, balance sheet, cash flow). Deliver driver-based forecasts, scenario/sensitivity analysis, and what-ifs (pricing, volume, mix, headcount, FX, capex). Performance reporting Produce timely, accurate monthly management packs with clear variance analysis (actuals vs budget vs forecast) and actionable insights. Define and maintain companywide KPI framework (growth, margins, CAC/LTV, payback, productivity, working capital). Build dashboards and automate recurring reports. Business partnering Act as finance lead for functional heads (Sales, Marketing, Ops, Product). Challenge assumptions, quantify trade-offs, and support investment cases. Support commercial decisions (pricing, promotions, contracts) with unit economics and ROI. Cash, capex & investments Own short- and medium-term cash forecasting; highlight liquidity risks early. Evaluate capex and strategic projects using NPV/IRR, build business cases, and track post-implementation benefits. Close & data integrity Collaborate with Financial Control during month-end to ensure clean actuals, correct accruals/deferrals, revenue recognition, and cost allocations. Improve data quality, chart of accounts design, and master-data governance. Tools & systems Lead adoption of planning/BI tools; drive automation (ETL, templates, standardized definitions). Be the power user for ERP ? BI ? planning stack. Leadership Manage and develop analysts (workload, standards, review). Set the FP&A calendar and hold stakeholders to it.
Chartered Accountant (Financial Reporting & FP&A) — Job Description Purpose Own accurate statutory and management reporting while leading budgeting, forecasting, and commercial analysis. Tight close, clean audits, reliable forecasts, and actionable insight. Key Responsibilities Financial Reporting & Compliance Run month-end close to timetable: journals, accruals/prepayments, intercompany, FX, and balance-sheet reconciliations. Prepare robust management accounts with variance analysis and clear commentary. Produce statutory accounts under FRS 102/IFRS ; manage audit deliverables and resolve queries. Coordinate VAT , PAYE/CIS, PSA, and Companies House filings; support corporation tax computations and liaison with advisers. FP&A (Planning, Analysis & Decision Support) Own the budget and forecast cycle (annual plan, quarterly reforecasts, rolling 12–18-month outlook). Build driver-based models across P&L, balance sheet, and cash flow; maintain scenarios (best/base/worst) with sensitivities. Deliver monthly KPI packs and Board decks: revenue/margin bridges, unit economics, cohort/retention (where relevant), and variance walkthroughs. Partner with Sales/Ops to forecast revenue pipeline, pricing, and capacity; translate into headcount and OPEX plans. Lead long-range planning and investment cases (capex, product, market entry) with NPV/IRR analysis. Track working capital (DSO/DPO/DIO), own short- and medium-term cash forecasting , and monitor covenants. Controls, Systems & Process Improvement Strengthen internal controls (SOX-style where applicable); document policies and close checklists. Streamline close and reporting processes; automate reconciliations and report refreshes. Champion data quality and single-source-of-truth metrics; standardise KPI definitions. Stakeholder Management & Leadership Translate financial insight into clear actions: pricing, cost initiatives, headcount rebalancing, process fixes. Present to senior leadership and non-finance teams; set expectations and hold owners to account. Coach and review work of juniors/analysts; raise the bar on accuracy and speed. Qualifications & Experience ACA/ICAEW, ACCA, or CIMA qualified (or finalist with strong progress). Solid month-end/statutory background and experience with external audit. Proven FP&A exposure: budgeting, forecasting, commercial modelling, and building exec-level packs. Comfortable in changing environments; can prioritise and ship. Tools ERP: NetSuite, SAP, Dynamics 365, Sage Intacct (or similar). Excel (advanced) , Power Query/Power Pivot; Power BI/Tableau for dashboards. Nice-to-have: SQL or Python for analysis; planning tools (Workday Adaptive, Anaplan, PBCS). For subsidiaries/smaller entities: Xero/QuickBooks. Competencies Technical accuracy, commercial judgement, crisp communication, ownership, and pace. First-principles modelling and structured problem solving. Stakeholder influence and willingness to challenge. KPIs Close completed on time with minimal post-close adjustments. Forecast accuracy (Revenue/GM/EBITDA/Cash) vs actuals. Audit outcomes (low/no adjustments) and compliance delivered on schedule. Working-capital improvement and cash forecast reliability. Automation wins: hours saved, errors reduced, cycle-time shortened. Adoption and usefulness of dashboards/Board packs. N
Chartered Accountant (Financial Reporting & FP&A) — Job Description Purpose Own accurate statutory and management reporting while leading budgeting, forecasting, and commercial analysis. Tight close, clean audits, reliable forecasts, and actionable insight. Key Responsibilities Financial Reporting & Compliance Run month-end close to timetable: journals, accruals/prepayments, intercompany, FX, and balance-sheet reconciliations. Prepare robust management accounts with variance analysis and clear commentary. Produce statutory accounts under FRS 102/IFRS ; manage audit deliverables and resolve queries. Coordinate VAT , PAYE/CIS, PSA, and Companies House filings; support corporation tax computations and liaison with advisers. FP&A (Planning, Analysis & Decision Support) Own the budget and forecast cycle (annual plan, quarterly reforecasts, rolling 12–18-month outlook). Build driver-based models across P&L, balance sheet, and cash flow; maintain scenarios (best/base/worst) with sensitivities. Deliver monthly KPI packs and Board decks: revenue/margin bridges, unit economics, cohort/retention (where relevant), and variance walkthroughs. Partner with Sales/Ops to forecast revenue pipeline, pricing, and capacity; translate into headcount and OPEX plans. Lead long-range planning and investment cases (capex, product, market entry) with NPV/IRR analysis. Track working capital (DSO/DPO/DIO), own short- and medium-term cash forecasting , and monitor covenants. Controls, Systems & Process Improvement Strengthen internal controls (SOX-style where applicable); document policies and close checklists. Streamline close and reporting processes; automate reconciliations and report refreshes. Champion data quality and single-source-of-truth metrics; standardise KPI definitions. Stakeholder Management & Leadership Translate financial insight into clear actions: pricing, cost initiatives, headcount rebalancing, process fixes. Present to senior leadership and non-finance teams; set expectations and hold owners to account. Coach and review work of juniors/analysts; raise the bar on accuracy and speed. Qualifications & Experience ACA/ICAEW, ACCA, or CIMA qualified (or finalist with strong progress). Solid month-end/statutory background and experience with external audit. Proven FP&A exposure: budgeting, forecasting, commercial modelling, and building exec-level packs. Comfortable in changing environments; can prioritise and ship. Tools ERP: NetSuite, SAP, Dynamics 365, Sage Intacct (or similar). Excel (advanced) , Power Query/Power Pivot; Power BI/Tableau for dashboards. Nice-to-have: SQL or Python for analysis; planning tools (Workday Adaptive, Anaplan, PBCS). For subsidiaries/smaller entities: Xero/QuickBooks. Competencies Technical accuracy, commercial judgement, crisp communication, ownership, and pace. First-principles modelling and structured problem solving. Stakeholder influence and willingness to challenge. KPIs Close completed on time with minimal post-close adjustments. Forecast accuracy (Revenue/GM/EBITDA/Cash) vs actuals. Audit outcomes (low/no adjustments) and compliance delivered on schedule. Working-capital improvement and cash forecast reliability. Automation wins: hours saved, errors reduced, cycle-time shortened. Adoption and usefulness of dashboards/Board packs. N
Chartered Accountant (Financial Reporting & FP&A) — Job Description Purpose Own accurate statutory and management reporting while leading budgeting, forecasting, and commercial analysis. Tight close, clean audits, reliable forecasts, and actionable insight. Key Responsibilities Financial Reporting & Compliance Run month-end close to timetable: journals, accruals/prepayments, intercompany, FX, and balance-sheet reconciliations. Prepare robust management accounts with variance analysis and clear commentary. Produce statutory accounts under FRS 102/IFRS ; manage audit deliverables and resolve queries. Coordinate VAT , PAYE/CIS, PSA, and Companies House filings; support corporation tax computations and liaison with advisers. FP&A (Planning, Analysis & Decision Support) Own the budget and forecast cycle (annual plan, quarterly reforecasts, rolling 12–18-month outlook). Build driver-based models across P&L, balance sheet, and cash flow; maintain scenarios (best/base/worst) with sensitivities. Deliver monthly KPI packs and Board decks: revenue/margin bridges, unit economics, cohort/retention (where relevant), and variance walkthroughs. Partner with Sales/Ops to forecast revenue pipeline, pricing, and capacity; translate into headcount and OPEX plans. Lead long-range planning and investment cases (capex, product, market entry) with NPV/IRR analysis. Track working capital (DSO/DPO/DIO), own short- and medium-term cash forecasting , and monitor covenants. Controls, Systems & Process Improvement Strengthen internal controls (SOX-style where applicable); document policies and close checklists. Streamline close and reporting processes; automate reconciliations and report refreshes. Champion data quality and single-source-of-truth metrics; standardise KPI definitions. Stakeholder Management & Leadership Translate financial insight into clear actions: pricing, cost initiatives, headcount rebalancing, process fixes. Present to senior leadership and non-finance teams; set expectations and hold owners to account. Coach and review work of juniors/analysts; raise the bar on accuracy and speed. Qualifications & Experience ACA/ICAEW, ACCA, or CIMA qualified (or finalist with strong progress). Solid month-end/statutory background and experience with external audit. Proven FP&A exposure: budgeting, forecasting, commercial modelling, and building exec-level packs. Comfortable in changing environments; can prioritise and ship. Tools ERP: NetSuite, SAP, Dynamics 365, Sage Intacct (or similar). Excel (advanced) , Power Query/Power Pivot; Power BI/Tableau for dashboards. Nice-to-have: SQL or Python for analysis; planning tools (Workday Adaptive, Anaplan, PBCS). For subsidiaries/smaller entities: Xero/QuickBooks. Competencies Technical accuracy, commercial judgement, crisp communication, ownership, and pace. First-principles modelling and structured problem solving. Stakeholder influence and willingness to challenge. KPIs Close completed on time with minimal post-close adjustments. Forecast accuracy (Revenue/GM/EBITDA/Cash) vs actuals. Audit outcomes (low/no adjustments) and compliance delivered on schedule. Working-capital improvement and cash forecast reliability. Automation wins: hours saved, errors reduced, cycle-time shortened. Adoption and usefulness of dashboards/Board packs. N