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Showing 2 Budget Management jobs in Bristol

Head of Financial Planning & Analysis (FP&A)

BS1 6EH Bristol, South West £100000 Annually WhatJobs Direct

Posted 2 days ago

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Job Description

full-time
Our client is a rapidly growing financial institution looking for an accomplished Head of Financial Planning & Analysis (FP&A) to lead their strategic financial operations. This senior role is pivotal in shaping the company's financial future, responsible for budgeting, forecasting, financial modeling, and strategic business partnering. You will drive financial insights, support key decision-making processes, and ensure the financial health and growth of the organization.

Key Responsibilities:
  • Lead the FP&A function, overseeing budgeting, forecasting, and long-range planning processes.
  • Develop sophisticated financial models to support strategic initiatives, investment decisions, and scenario analysis.
  • Provide insightful financial analysis and reporting to executive leadership and the board of directors.
  • Partner with business leaders across departments to drive financial discipline and performance improvement.
  • Analyze financial results, identify trends, and provide actionable recommendations to optimize profitability and efficiency.
  • Develop and maintain key performance indicators (KPIs) and management dashboards.
  • Oversee the preparation of financial statements and regulatory filings.
  • Manage and mentor the FP&A team, fostering a high-performance culture.
  • Ensure compliance with all financial regulations and accounting standards.
  • Identify opportunities for cost savings and revenue enhancement.

Qualifications and Experience:
  • ACCA, CIMA, ACA, or equivalent professional qualification.
  • MBA or a Master's degree in Finance or a related field.
  • Minimum of 10 years of progressive experience in financial planning, analysis, and management within the banking or financial services sector.
  • Proven experience in leading FP&A functions and managing teams.
  • Expertise in financial modeling, forecasting techniques, and corporate finance.
  • Strong understanding of accounting principles and financial reporting standards.
  • Excellent analytical, problem-solving, and strategic thinking skills.
  • Exceptional communication, presentation, and interpersonal skills.
  • Proficiency in financial planning software and ERP systems.
  • Experience with regulatory requirements in the financial industry is a strong asset.
This is a hybrid position based in Bristol, South West England, UK , offering a structured blend of remote work and office-based collaboration, allowing for effective team integration and strategic engagement.
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Senior Financial Analyst (Forecasting & Planning)

BS1 4EQ Bristol, South West £55000 Annually WhatJobs Direct

Posted 2 days ago

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Job Description

full-time
Our client, a dynamic and growing financial services firm based in Bristol, South West England, UK , is actively seeking a highly analytical and results-oriented Senior Financial Analyst to join their established finance department. This pivotal role will be instrumental in driving strategic financial decision-making through robust forecasting, budgeting, and long-range planning processes. You will collaborate closely with various business units to provide critical insights and support future growth initiatives.

Key Responsibilities:
  • Lead the development and refinement of annual budgets and long-term financial forecasts, ensuring alignment with strategic objectives.
  • Perform in-depth financial analysis of key performance indicators (KPIs), identifying trends, variances, and potential risks and opportunities.
  • Prepare comprehensive financial models to support business cases, investment appraisals, and strategic planning.
  • Collaborate with departmental heads to gather financial data, understand business drivers, and challenge assumptions.
  • Develop and maintain rolling forecast models, providing regular updates to senior management.
  • Analyze and report on financial performance against budget and forecast, providing clear explanations for deviations.
  • Contribute to the preparation of monthly and quarterly financial reporting packages for executive leadership.
  • Identify opportunities for process improvements and implement enhanced financial planning and analysis (FP&A) tools and methodologies.
  • Assist in the preparation of board materials and investor relations presentations.
  • Stay abreast of industry trends and economic conditions that may impact the company's financial performance.
Qualifications and Experience:
  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
  • Professional qualification such as ACCA, CIMA, or ACA is highly desirable.
  • Minimum of 5 years of progressive experience in financial planning and analysis, financial modeling, or corporate finance.
  • Proven track record in developing complex financial models and performing sophisticated variance analysis.
  • Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial modeling techniques.
  • Experience with financial planning software (e.g., Anaplan, Hyperion, SAP BPC) is a significant advantage.
  • Strong understanding of accounting principles and financial statements.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Exceptional communication and presentation skills, with the ability to convey complex financial information to non-finance stakeholders.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
This hybrid position offers a unique opportunity to influence financial strategy within a forward-thinking organisation located in the heart of Bristol . You will work within a collaborative team and have ample opportunities for professional growth and development.
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