This is an excellent opportunity for a commercially minded finance professional to take ownership of financial planning and performance, provide high-quality insight to senior stakeholders, and play a key role in supporting strategic decision-making across the business.
Reporting to the Finance Director / Head of Finance, you’ll be responsible for leading the budgeting, forecasting, management reporting, and financial analysis processes. You’ll work closely with senior stakeholders across the business to understand performance, identify trends, risks and opportunities, and translate financial information into clear, actionable recommendations.
This is a high-impact role within a dynamic Financial Services environment, offering significant exposure to senior leadership and genuine opportunities to influence the future direction and performance of the business.
Key responsibilities
Leading the annual budgeting, forecasting, and financial planning processes
Producing accurate and insightful monthly management reporting and performance analysis
Providing clear financial commentary, highlighting key trends, variances, risks, and opportunities
Business partnering with senior stakeholders across commercial, operations, sales, product, and other business functions
Supporting strategic decision-making through robust financial modelling and scenario analysis
Developing and maintaining sophisticated financial models to support business planning, investment decisions, and strategic initiatives
Monitoring key financial and operational KPIs, profitability, revenue performance, costs, and cash flow
Supporting long-term financial planning and the development of the wider commercial strategy
Providing analysis and insight into business performance, including actuals versus budget, forecast, and prior periods
Challenging assumptions and working with stakeholders to improve financial performance and accountability
Supporting investment cases, business cases, pricing decisions, and other strategic initiatives
Improving forecasting accuracy, reporting processes, and the effective use of financial data across the business
Identifying opportunities to automate and enhance FP&A processes and management information
Presenting financial performance, analysis, and recommendations clearly to senior leadership
Supporting the Finance Director and wider leadership team with ad hoc analysis and strategic projects
About you
ACA, ACCA, CIMA qualified or equivalent relevant experience
Proven experience within FP&A, commercial finance, management accounting, or a similar analytical finance environment
Strong experience across budgeting, forecasting, management reporting, and financial analysis
Excellent Excel and financial modelling skills, with the ability to work confidently with complex datasets
Strong commercial awareness and the ability to translate financial data into meaningful business insight
Proven experience of business partnering and influencing senior stakeholders
Confident challenging assumptions and providing constructive financial challenge
Excellent analytical, communication, and problem-solving skills
Strong attention to detail combined with the ability to understand the wider commercial picture
Experience within financial services, banking, lending, insurance, payments, fintech, or another regulated financial environment would be advantageous
Experience working in a fast-paced, commercially focused organisation with a strong growth agenda would be beneficial
This is a fantastic opportunity for an ambitious FP&A Manager looking to take a leading role within a successful and growing Financial Services business in Leeds City Centre.
If you’re looking for a position where you can influence senior decision-making, work closely with key stakeholders,and have genuine ownership of financial performance and planning, I’d be keen to speak with you.
INDFIN
Salary description
£50000.00 - £58500.00 per year