Role Purpose
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Deliver outsourced financial planning and analysis services to a diverse client base, including growing SMEs, family businesses, and larger enterprises.
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Lead the development of high-quality financial models, forecasts, and strategic insights that empower clients to make confident business decisions.
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Act in a hands-on, client-facing role requiring strong communication skills, commercial acumen, and advanced modelling expertise.
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Work across multiple sectors, tailoring approaches to meet each client's unique needs.
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Contribute to the ongoing development of internal modelling tools and resources.
Key Responsibilities
Strategy, Performance & Growth
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Develop bespoke financial models, forecasts, and cash flow plans for clients.
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Analyse complex datasets to deliver strategic insights that drive decision-making and performance.
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Collaborate directly with business leaders to align financial planning with their goals.
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Build models supporting investment, pricing, growth strategies, fundraising, and operational forecasting.
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Translate financial data into clear, actionable advice tailored to diverse client needs.
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Identify and recommend opportunities to improve profitability, efficiency, and capital allocation.
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Assist clients in presenting financial models to banks, investors, and boards.
Client & Project Management
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Manage multiple client engagements simultaneously, ensuring timely, accurate delivery.
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Design and maintain scalable templates and modelling frameworks.
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Document assumptions and model details thoroughly for transparency and repeatability.
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Support the preparation of client presentations and reporting packs.
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Monitor budgets and time allocation to optimise project efficiency and profitability.
Quality & Process Improvement
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Ensure all modelling outputs meet professional standards with robust calculations and clear audit trails.
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Follow best practices in spreadsheet modelling, version control, and scenario planning.
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Continuously enhance internal FP&A tools, templates, and processes.
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Stay current with industry trends, modelling software, and financial forecasting techniques.
Team Leadership & Development
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Mentor junior team members on modelling best practices and client engagement.
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Share knowledge and lessons learned to build collective team expertise.
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Lead or contribute to internal training and resource development.
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Represent the firm in client meetings, showcasing expertise and professionalism.
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Pursue ongoing professional development to maintain industry knowledge and skills.
Performance Indicators
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Achievement of personal, team, and business revenue targets
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Client satisfaction (measured by Net Promoter Score and feedback)
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Peer review ratings and continuous improvement in modelling standards
Skills & Qualifications
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Extensive experience in financial modelling, forecasting, and strategic analysis.
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Strong commercial mindset and ability to provide actionable business advice.
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Excellent communication and stakeholder management skills.
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Proven ability to Multitask multiple projects and meet deadlines without compromising quality.
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Adaptability to work across various sectors and business types.
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High attention to detail and commitment to professional standards.
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Proactive attitude with a passion for mentoring and team development.
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Proficiency with advanced modelling tools, spreadsheet best practices, and financial software.
