As a private equity backed business with extensive growth planned, this newly created role will be a key player in providing sound financial insights to the board and executive directors. Leading a small team of FM’s you will ensure a robust and accurate end-to-end budgeting and forecast process. Outside of forecast cycles, you will support business performance reporting and analysis, enabling efficient and timely decision-making. As a Head of, you would also play an integral part with the development of the FM’s through coaching or mentoring.
To succeed in this role, we require someone who is detail oriented whilst able to build rapport with internal stakeholders and positively influence where needed.
DUTIES - Develop and maintain financial models to support budgeting, forecasting, and long-range planning processes for the company and its subsidiaries.
- Analyse financial results, variances, and trends to identify key drivers and provide actionable insights to improve business performance.
- Prepare monthly, quarterly, and annual financial reports and presentations for senior management and key stakeholders.
- Ensure reports / forecasting plans are accurate and timely to ensure covenant compliance.
- Partner with cross-functional teams to assess investment opportunities, evaluate business initiatives, and support decision-making processes.
- Lead and develop the FM Team considering their development needs and succession plans.
- Conduct scenario analysis and sensitivity testing to assess the potential impact of strategic decisions on financial outcomes.
- Assist in the preparation of board and investor presentations, including financial analysis and supporting documentation.
- Collaborate with accounting teams to ensure accurate and timely reporting of financial data and compliance with regulatory requirements.
- Proactively working with the systems architecture, data flow and related functions to improve the quality, timeliness and usefulness of data.
- Support ad-hoc financial analysis and special projects as required by senior management.
- Conduct your role in line with the company values and expected behaviours.
- Promote equal opportunities and recognition of diversity throughout the company.
- Comply with the Safeguarding, Prevent and Health and Safety Policies and be vigilant to potential concerns and risks at all times.
- Ensure confidentiality and professionalism at all times.
GENERIC DUTIES - Conduct your role in line with the company values and expected behaviours
- Promote equal opportunities and recognition of diversity throughout the company
- Comply with the Safeguarding, Prevent and Health and Safety Policies and be vigilant to potential concerns and risks at all times
- Ensure confidentiality and professionalism at all times.
- Provide learners, customers and colleagues with support, advice guidance as part of your everyday role
ESSENTIAL CRITERIA We love to develop our people so even if you don't meet 100% of the essential criteria, we strongly encourage you to apply.
3+ years of experience in financial planning and analysis, investment banking, consulting, or related fields.
Proven ability to work effectively in a fast-paced, dynamic environment with tight deadlines.
Strong analytical skills with the ability to interpret complex financial data and trends.
Proficiency in financial modelling, forecasting techniques, and sensitivity analysis.
Advanced proficiency in Microsoft Excel and PowerPoint; experience with financial planning software (e.g., Hyperion, Adaptive Insights) is a plus.
Excellent communication and presentation skills with the ability to convey complex financial concepts to non-financial stakeholders.
Strong attention to detail and a high level of accuracy in financial reporting and analysis.
Ability to collaborate cross-functionally and build relationships with colleagues at all levels of the organization.
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
EQUAL OPPORTUNITIES You’re unique – and we love that about you. As an equal opportunity employer, we positively encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. We are also committed to promoting and protecting the physical and mental health of all our staff.
Don’t just take our word for it though! Our commitment to a number of covenants and pledges will show you just how serious we are about equal opportunities for all:
- Disability Confident Employer
- Armed Forces Covenant Silver
- Domestic Abuse Covenant
- Durham Enable
- Care Leaver Covenant
It's with this in mind, we hope you will be encouraged to tell us about any reasonable adjustments that may be required as part of the applications process and/or if you are invited for an interview.
PURPLE PERKS 26 days annual leave + Bank Holidays
We understand the gift of time, whether it’s to see your loved ones or just spending time doing the things you love. That’s why in addition to your basic allowance of 26 days your annual leave allowance can rise to as much as 44 days per annum (inclusive of BH) because of these amazing extra leave perks:
Buy & Sell | You can buy sell up to an extra 5 days annual leave each year
2YRS Service | Staff who have 2YRS service received an extra 2 days annual leave
5YRS Service | Staff who have 5YRS service receive a further 2 days annual leave
10YRS Service | Staff who have 10YRS service receive a further 1 days annual leave
We have a huge range of perks which you can look at here
HEAD OFFICE PERKS We wish we could provide these to all, but as a national company its not always possible. However these perks are available to all staff when they attend our incredible Head Office space.
- Electric Car charging points
- Free fruit, Coffee and Tea
- Onsite Shower
- Prayer room on request or list of nearest available places of worship
If you would like to discuss this role in more detail or need support in applying for this role, please contact our recruitment team on 01388 777129 or Workforus at Learningcurvegroup dot co dot uk
Working Flexibly If the working hours, days or times don't quite meet your needs please contact us to see if we can accommodate working flexibly.
We can provide this advert in an additional format if required.