FP&A Manager

Role Purpose

• Deliver outsourced financial planning and analysis services to a diverse client base, including growing SMEs, family businesses, and larger enterprises.

• Lead the development of high-quality financial models, forecasts, and strategic insights that empower clients to make confident business decisions.

• Act in a hands-on, client-facing role requiring strong communication skills, commercial acumen, and advanced modelling expertise.

• Work across multiple sectors, tailoring approaches to meet each client's unique needs.

• Contribute to the ongoing development of internal modelling tools and resources.

Key Responsibilities

Strategy, Performance & Growth

• Develop bespoke financial models, forecasts, and cash flow plans for clients.

• Analyse complex datasets to deliver strategic insights that drive decision-making and performance.

• Collaborate directly with business leaders to align financial planning with their goals.

• Build models supporting investment, pricing, growth strategies, fundraising, and operational forecasting.

• Translate financial data into clear, actionable advice tailored to diverse client needs.

• Identify and recommend opportunities to improve profitability, efficiency, and capital allocation.

• Assist clients in presenting financial models to banks, investors, and boards.

Client & Project Management

• Manage multiple client engagements simultaneously, ensuring timely, accurate delivery.

• Design and maintain scalable templates and modelling frameworks.

• Document assumptions and model details thoroughly for transparency and repeatability.

• Support the preparation of client presentations and reporting packs.

• Monitor budgets and time allocation to optimise project efficiency and profitability.

Quality & Process Improvement

• Ensure all modelling outputs meet professional standards with robust calculations and clear audit trails.

• Follow best practices in spreadsheet modelling, version control, and scenario planning.

• Continuously enhance internal FP&A tools, templates, and processes.

• Stay current with industry trends, modelling software, and financial forecasting techniques.

Team Leadership & Development

• Mentor junior team members on modelling best practices and client engagement.

• Share knowledge and lessons learned to build collective team expertise.

• Lead or contribute to internal training and resource development.

• Represent the firm in client meetings, showcasing expertise and professionalism.

• Pursue ongoing professional development to maintain industry knowledge and skills.

Performance Indicators

• Achievement of personal, team, and business revenue targets

• Client satisfaction (measured by Net Promoter Score and feedback)

• Peer review ratings and continuous improvement in modelling standards

Skills & Qualifications

• Extensive experience in financial modelling, forecasting, and strategic analysis.

• Strong commercial mindset and ability to provide actionable business advice.

• Excellent communication and stakeholder management skills.

• Proven ability to Multitask multiple projects and meet deadlines without compromising quality.

• Adaptability to work across various sectors and business types.

• High attention to detail and commitment to professional standards.

• Proactive attitude with a passion for mentoring and team development.

• Proficiency with advanced modelling tools, spreadsheet best practices, and financial software.