Financial Planning and Analysis Manager

Aberdeen or Edinburgh, Scotland — Finance


The Financial Planning and Analysis Manager is responsible for the reporting of business financial performance against budget and forecast, the development of budgets and forecasts and the development of product and customer profitability reporting, directly reporting to the Chief Financial Officer.


Principal Duties

  • Responsible for all aspects of budget and forecast preparation and the reporting of performance variances to budget and forecasts at for all levels
  • Coordinate the analysis and development of financial forecast and annual business plan
  • Assist in the preparation and development of financial reports including the development of customer and product profitability by region, subsidiary and operating unit
  • Liaise closely with the Exec Team and Senior Management across all subsidiaries
  • Develop, maintain and understand key financial performance indicators
  • Provide critical insight on business trends and strategic initiatives
  • Develop insightful analysis over and above conventional reporting to add value to the business
  • Continually seek and drive process improvement in data collection, analysis and delivery
  • To build a team over time as the company scales
  • To work collaboratively with the Financial Controller and existing team
  • Ability to influence at all levels and build strong inter department relationships
  • Preparation of ad hoc financial reports and special projects work as and when required

Service Excellence

  • Respond to all queries from internal and external customers and suppliers
  • Ensure that any issues are reported to the Chief Financial Officer and dealt with promptly

Team Focus

  • Work closely with the existing finance team and managers to deliver timely information and insight
  • Regular communication with Chief Financial Officer
  • Develop effective working relationships with colleagues and external customers
  • Ensuring a safe working environment and raising any health and safety concerns immediately
  • Cleary communicates to team with the ability to inspire and energise
  • Recognises great performance in individuals and celebrates team success
  • Shows honesty and integrity within the team

Commercial Awareness

  • Commercial astute with an “eye for detail and the big picture”
  • Identifying any process improvement areas and highlighting them to the Chief Financial Officer
  • Showing initiative with new ideas in order to drive business improvements
  • Have a good level understanding of client agreements, service levels, billing rates, team costs, etc. so that revenue is always maximised


  • Possess and apply broad knowledge of accounting principles, practices and procedures
  • 2+ years post qualified ACA, ACCA or CIMA with team management experience
  • Previous experience of working in a multi-currency, multi company environment
  • Enthusiastic, motivated & team focused
  • Strong, proven customer service relation skills
  • Excellent attention to detail with high level analytical skills
  • Workload management, organizing and prioritising tasks
  • Ability to work to deadlines
  • Ability to communicate technical financial issues to non-finance personnel
  • Excellent IT skills including sound working knowledge of MS Office; particularly Excel
  • Experience of Tableau
  • Experience of Navision would be an advantage
  • Excellent spoken and written communication skills
  • Good organisational and time management skills
  • Goal oriented, has a strategic mind set, plans accordingly for all activities
  • Leadership and project management
  • Team player
  • Able to communicate with all levels within the organisation
  • Take responsibility and accountability of their own work
  • Calm and professional under pressure

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