Financial Planning and Analysis Manager

FP&A Manager (Chartered Accountant)

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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.