The FPA&I Manager is responsible for overseeing the financial planning, analysis, and insights activities for the organization. This role involves creating budgets, forecasts, and financial analysis models, as well as providing strategic insights to senior management to support decision-making
Responsibilities
Budgeting and Forecasting: Develop and manage the annual budgeting process, including long‑term financial forecasts.
- Own the financial planning processes for UK & Ireland
- Key contact for Group Finance in all financial planning related activities
- Create the timeline and coordinate the preparation of budgets and forecasts, including liaising with internal stakeholders to establish budget requirements and timelines to ensure quality and deadlines are met.
- Consolidate, analyse and develop presentation materials for senior leadership updates and review.
- Use integrated, driver‑based planning to generate insights and actionable recommendations that improve financial performance.
Financial Analysis: Analyse financial data to identify trends, variances, and opportunities for improvement.
- Review existing data sources and work in partnership with local finance teams, IT and Group Finance to deliver initiatives which improve quality, timeliness, clarity and accessibility of financial information.
- Leverage data insight tools (e.g. PowerBI) to visualise and deliver information and analysis which informs action.
- Analyse financials to identify key variances (e.g. year over year walks / actual to plan / forecast to plan).
- Conduct trend analysis and analytics to internal and external data to develop capability beyond descriptive analytics (i.e. predictive and prescriptive).
Reporting: Prepare and present financial reports to senior management, highlighting key insights and recommendations.
- Preparation of the UK&I reporting for the UK&I FD for use in Group and local presentations.
- Develop forward looking, dynamic reports, operational KPI‑focus, self‑service.
- Create adequate documentation on processes & provide training on financial planning activities. Be the reporting expert within Finance.
Process Improvement: Identify and implement process improvements to enhance the efficiency and accuracy of financial planning and analysis activities.
- Work with local finance teams, IT and Group Finance to develop a mature integration architecture between planning and information systems with data tools.
- Improve capabilities within the wider business to effectively transform and augment data to support timely measurement of performance and scenario modelling.
- Develop and implement a single‑system solution for local financial planning, reporting and insight.
- UK & Ireland lead to Group Financial Planning improvement project.
Stakeholder Communication: Act as a liaison between the finance department and other business units, ensuring clear communication and understanding of financial performance.
- Use financial acumen to educate non‑finance stakeholders.
- Understand stakeholder requirements and translate into data and insight models.
- Be the FPA&I bridge with Group Finance.
Requirements
Education
- Bachelor’s degree in Finance, Accounting, or a related field. Professional accounting qualification (ACA, CIMA, ACCA, or equivalent) is preferred.
- Training and qualifications in data modelling or qualified by experience is an advantage.
Experience
- Experience: 5+ years of experience in financial planning and analysis. Track record of turning data into insights that inform decisions and improve performance.
- Experience in partnering both finance and operational stakeholders.
- Experience in financial planning process and techniques.
- Excellent IT skills inc. Microsoft Office (especially Excel and PowerPoint), ERP systems
- Utilise and embrace the latest data and analytics tools e.g. PowerBI
- Experience working within a multinational Group environment, managing stakeholder relationships.
- Proficiency in financial modeling and forecasting / data insight tools, and advanced knowledge of Excel and financial software.
- Excellent Commercial acumen, ability to identify risks and opportunities to optimise outcomes.
- Strong analytical and problem‑solving skills with proven ability to analyse business performance.
- Excellent written and verbal communication / presentation skills.
- Demonstrate strong influencing and stakeholder management skills e.g. relationship building, negotiation, facilitation, and conflict resolution.
- Excellent project management and creative thinking abilities.
- Strategic thinking, ability to look beyond the ‘here and now’ for new business opportunities (Horizon scanning)
- Ability to thrive in a fast‑paced and rapidly changing environment and propose, justify, initiate, and implement change.
About BAXI
We’re leading the energy transition to zero carbon, by offering complete residential and commercial heating and hot water solutions. As one team across the UK and Ireland, and with the backing of our global parent company, BDR Thermea Group, we work together with a collective knowledge and expertise that’s literally centuries in the making. We’re proud of our heritage, manufacturing in the UK since 1866, and we’re experienced in adapting to changing needs.
Our Benefits (We can adjust this relative to business function)
Our package is made up of basic salary plus a variable incentive. We also offer 25 days holiday in addition to standard UK Bank holidays, income protection, a contributory pension, maternity, paternity sick pay schemes, staff discounts and more.
Our Approach
Baxi is an equal opportunities employer, and we do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability, or age.
#J-18808-Ljbffr…