Financial Planning and Analysis Manager

Role Overview

Fp&A Lead

*Financial Planning, Budgeting & Forecasting*

• Lead the annual budgeting, forecasting, and long-range planning process across the group and its operating entities.
• Develop planning models that reflect business strategy, revenue drivers, cost structures, cash flow requirements, and investment priorities.
• Work closely with business heads and finance teams to ensure budgets are realistic, well-supported, and aligned with strategic objectives.
• Monitor actual performance against budget, forecast, and prior periods, highlighting key variances, risks, and corrective actions.
• Improve the consistency, accuracy, and discipline of financial planning across the organisation.

*Business Modelling & Commercial Analysis*

• Build and maintain financial models for existing businesses, new ventures, investment opportunities, and strategic initiatives.
• Prepare scenario analysis, sensitivity analysis, stress testing, and downside-case models to support decision-making.
• Assess financial feasibility, return expectations, funding requirements, cash flow impact, and commercial viability of business plans.
• Support the CFO and senior leadership in evaluating capital allocation decisions across portfolio companies, business units, and new opportunities.
• Analyse unit economics, profitability, working capital, cash runway, and operating leverage across different businesses and ventures.

*Portfolio & Investment Performance Reporting*

• Develop management reporting packs for the CFO, Group CEO, board, investment committee, and senior stakeholders.
• Track the financial and operational performance of portfolio businesses, incubated ventures, and strategic investments.
• Create clear performance dashboards covering revenue, EBITDA, cash flow, margins, capex, working capital, burn rate, runway, and key business KPIs.
• Provide insight on underperformance, growth opportunities, investment risks, and value-creation levers.
• Support periodic portfolio reviews and strategic performance discussions.

*Strategic Finance & Decision Support*

• Act as a strategic finance partner to business leaders, helping them understand financial performance, risks, and growth drivers.
• Translate financial data into clear, commercially useful recommendations for senior decision-makers.
• Support business case preparation for new ventures, expansion plans, partnerships, acquisitions, and investment decisions.
• Challenge assumptions in business plans and ensure financial projections are commercially grounded.
• Provide financial input into strategic planning, operating reviews, and transformation initiatives.

*Reporting, Systems & Process Improvement*

• Improve the quality, structure, and executive-readiness of financial reports and board-level presentations.
• Enhance reporting templates, planning tools, dashboards, and performance management processes.
• Work with accounting and finance operations teams to ensure FP&A outputs are aligned with actual financial results and reporting standards.
• Support better use of ERP, budgeting, BI, and reporting tools to improve automation, data accuracy, and speed of reporting.
• Establish clearer planning governance, reporting timelines, data ownership, and performance review rhythms.

Required Experience

• 12–15+ years of experience in FP&A, strategic finance, corporate finance, business planning, investment analysis, or management reporting.
• Experience working in investment holding company, conglomerate, diversified group, portfolio business, corporate finance team, or consulting environment.
• Strong financial modelling capability, including business plans, investment cases, scenario analysis, sensitivity analysis, cash flow forecasting, and valuation support.
• Experience supporting senior leadership, CFOs, CEOs, boards, or investment committees with financial analysis and decision support.
• Strong understanding of budgeting, forecasting, management reporting, variance analysis, and performance management.
• Ability to analyse both mature operating businesses and early-stage/incubated ventures.
• Experience working with ERP, budgeting, reporting, or BI systems; advanced Excel is essential.
• Exposure to Power BI, Oracle, Hyperion, Anaplan, SAP BPC, Adaptive Planning, or similar tools would be advantageous.
• ***Qualifications***
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Professional qualification preferred, such as CFA, CA, CPA, ACCA, CMA, or equivalent.
• Additional training in financial modelling, valuation, investment analysis, or corporate finance would be an advantage.

*Key Skills & Competencies*

• Advanced financial modelling and analytical skills.
• Strong understanding of business drivers, cash flow, profitability, and capital allocation.
• Ability to challenge assumptions and pressure-test business plans.
• Strong commercial judgement and investment mindset.
• Clear executive communication and presentation skills.
• Strong stakeholder management across finance, operations, leadership, and investment teams.
• Ability to work independently without heavy supervision.
• High attention to detail, with the ability to simplify complex financial information.
• Strong understanding of accounting principles and financial statements.
• Comfortable working in a fast-paced, entrepreneurial, and multi-business environment.

Ideal Candidate