Financial Planning and Analysis Manager

Job Description

Role Overview

We are seeking a high-calibre FP&A Lead to report directly to the CFO and play a critical role in strengthening financial planning, business modelling, strategic decision support, and management reporting across a growing diversified business.

This role will act as a strategic finance partner to the CFO, senior leadership, and business heads, providing clear financial insight to support capital allocation, business performance, investment decisions, and growth planning.

This is a hands-on, high-impact role suited to someone who can operate across both established businesses and early-stage ventures. The successful candidate must be able to build robust models, challenge assumptions, interpret performance, and translate financial data into practical commercial recommendations.

Key Responsibilities

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

The ideal candidate is a commercial minded FP&A professional who can operate at the intersection of finance, strategy, investments, and business performance. They should be equally comfortable building detailed models, reviewing portfolio performance, preparing executive reports, and advising leadership on financial implications of strategic decisions.

This role requires someone who is technically strong, intellectually rigorous, confident with senior stakeholders, and able to bring structure to a growing investment and incubation platform.