SRM Recruitment are delighted to be Group FP&A Manager: Reporting & Data Insights. This role will sit within an established, sizable FP&A function of a successful UK listed Plc.
We are seeking a qualified ACA/CA/ACCA currently working in a practice environment (Big 4 or otherwise) likely with working in Transaction Services, Deal Analytics, Deals, FDD, Deal Advisory team (or similar). We're really looking for a candidate that is comfortable using data analytical & visualisations tools to work with big data sets (ideal tools would be Power Pivot, Power Query or DAX. Some elevated experience of working with PowerBI would also be considered). The idea being that the successful candidate can combine & interrogate different commercial FP&A data in order to derive actionable insights that drive value.
The Group FP&A Manager: Reporting and Data Insights will play a critical role within our client's FP&A function, responsible for delivering high-quality financial reporting, developing actionable insights, and driving data-led decision making across the organisation. This role combines technical financial expertise with advanced analytical capabilities to support strategic planning and business performance management.
Key responsibilities include:
Financial Reporting & Analysis
- Own the production of monthly, quarterly, and annual management reporting packs for the Executive team and Board, ensuring accuracy, timeliness, and insight-driven commentary
- Own and develop Group FP&A data models, dashboards, and analytical frameworks that analyse Group performance against plan, prior periods, and market expectations, identifying key drivers, risks, and opportunities.
- Prepare executive summaries and presentations that translate complex financial data into clear business insights for senior stakeholders
- Support strategic initiatives such as M&A, capital allocation, cost optimisation, and transformation programmes through robust data analysis
Data Management & Systems
- Own and continuously improve the Group financial reporting infrastructure, including automation of reporting processes and data workflows
- Translate complex financial and operational data into meaningful insights using advanced analytics and visualisation tools.
- Partner with Finance, IT and Data teams to improve data quality across the Group, including consistency of data definitions, KPIs, and performance metrics across the Group
Business Intelligence & Insights
- Conduct deep-dive analyses to identify trends, risks, and opportunities across business units and cost centres
- Develop predictive models and scenario analysis to support strategic decision-making
- Design and implement advanced analytics to enhance forecasting accuracy and business performance visibility
Forecasting & Planning Support
- Support the annual budgeting and quarterly forecasting processes with robust reporting frameworks and variance analysis
- Develop rolling forecast models that provide forward-looking visibility on financial performance
- Analyse forecast accuracy and identify areas for improvement in planning processes
Stakeholder Management & Business Partnering
- Act as a trusted advisor to senior finance leadership and business unit heads, providing financial insights that drive commercial decisions
- Collaborate with divisional FP&A teams to drive best practice, challenge assumptions, and embed insight-led decision making
- Present findings and recommendations to senior management and cross-functional teams
We are seeking:
- A qualified ACA, CA or ACCA working within a professional services firm, likely at Manager or experienced Assistant Manager level with a Transaction Services, Data Analytics, FDD or Deal Advisory team.
- Strong data analytics capability, including experience with large, complex data sets
- Proficiency with Data Visualisation tools (Power BI, Tableau etc)
- Strong understanding of financial statements, value drivers, and performance metrics in a PLC context
- Strong commercial acumen with the ability to link data insights to strategic outcomes
- Ability to communicate complex insights clearly and concisely to senior stakeholders, with strong storytelling skills that translates data into compelling narratives
On offer: Competitive base salary + cash/car allowance + bonus + benefits