Financial Planning and Analysis Manager

We are seeking a highly analytical and commercially minded FP&A Manager to join a specialist finance team within a leading financial services organisation.

This is a hands‑on, model‑driven role focused on delivering high‑quality financial analysis, building and maintaining advanced financial models, and supporting senior decision‑making across investment, portfolio, and performance activities.

The role sits at the intersection of financial planning, investment analysis, and strategic decision support, requiring a strong command of Excel‑based modelling and the ability to translate complex financial data into clear, actionable insight for senior stakeholders.

Key Responsibilities

• Develop and maintain advanced financial models including scenario analysis, forecasting, cash flow modelling, and investment‑style evaluation frameworks
• Produce high-quality analysis to support senior leadership decision‑making, including board‑level presentations and real‑time financial modelling support
• Analyse portfolio performance, identifying key drivers of profitability, risk, and return
• Support investment appraisal activity using techniques such as discounted cash flow analysis and return‑based modelling
• Build and maintain Excel‑based tools and models to support planning, forecasting, and strategic decision‑making
• Evaluate business performance across P&L, balance sheet, and cash flow dimensions
• Provide structured insight into financial and operational risks, including modelling of different scenarios and outcomes
• Partner with senior stakeholders across finance, strategy, and investment teams to challenge assumptions and improve decision quality
• Continuously enhance modelling tools, data structures, and analytical frameworks to improve speed, accuracy, and usability

Key Requirements

• Strong background in financial services (essential)
• Extensive experience in financial modelling, forecasting, and scenario analysis
• Advanced Excel capability with proven ability to build and maintain complex models
• Strong understanding of P&L, balance sheet, and cash flow dynamics
• Experience in investment‑style financial analysis, including discounted cash flow or equivalent methodologies
• Exposure to portfolio or product performance analysis
• Strong analytical mindset with the ability to challenge assumptions and test outcomes
• Comfortable working in a hands‑on, detail‑heavy modelling environment
• Strong communication skills with the ability to present complex analysis to senior stakeholders

What this role is not

• This is not a traditional FP&A reporting or management accounting role
• This is not a business partnering role focused primarily on commentary and reporting packs
• The emphasis is on modelling, analysis, and decision support rather than narrative reporting

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