Key Achievements:
- Led the FP&A function, improving financial insight and decision-making, increasing forecast accuracy by 30%.
- Designed and optimised budgeting, forecasting, and long-range planning processes, aligning financial plans with business strategy.
- Implemented automated management reporting and performance tools, saving 20+ hours per month and improving data quality.
- Standardised financial planning and reporting frameworks across multiple business units, enabling consistent group-level performance management.
- Strengthened FP&A governance, controls, and risk management, reducing financial errors and improving decision reliability.
- Oversaw management reporting, KPIs, and executive dashboards, delivering timely, accurate insights for senior leadership.
- Improved cash flow forecasting and working capital management, enhancing liquidity and operational resilience.
- Introduced advanced variance analysis, scenario planning, and financial modelling to support strategic and investment decisions.
- Led FP&A system implementations and automation projects, enhancing reporting accuracy, analytical capability, and operational efficiency.
- Built and developed high-performing FP&A teams, creating multiple internal promotions and succession pipelines.
- Streamlined planning and reporting processes across divisions, reducing delays and reconciliation issues.
- Delivered £500K in annual cost savings through strategic cost analysis and efficiency initiatives.
- Enhanced revenue forecasting, expense management, and financial performance tracking.
- Partnered closely with operations, commercial teams, and leadership to improve profitability and financial insight.
- Introduced scenario modelling and sensitivity analysis to evaluate growth, risk, and investment opportunities.
- Developed and maintained FP&A policies, frameworks, and best practices to support scalable growth.
- Led finance transformation initiatives focused on automation, scalability, and reducing manual processes.
Duties & Responsibilities:
- Lead and oversee the FP&A function, ensuring high-quality financial planning, analysis, and management reporting.
- Own budgeting, forecasting, and long-term financial planning processes.
- Provide strategic financial insight and analysis to senior leadership to support decision-making and growth initiatives.
- Drive cash flow management, working capital optimisation, and liquidity planning.
- Develop financial models, scenario analyses, and business cases for strategic projects and investments.
- Partner with operational and commercial leaders to improve profitability, efficiency, and financial outcomes.
- Oversee management reporting, KPIs, and executive dashboards.
- Lead FP&A systems, automation, and process improvement initiatives.
- Ensure strong FP&A governance, controls, and risk management frameworks.
- Manage, mentor, and develop FP&A team members to deliver high performance.
- Coordinate with accounting, tax, auditors, and external advisors to ensure accurate reporting and compliance.
What does a Director of Financial Planning & Analysis do?
A Director of Financial Planning & Analysis (FP&A) leads financial planning, forecasting and performance analysis across the organisation. They provide strategic financial insight that supports executive decision-making, business growth and long-term financial planning.
What qualifications do you need to become a Director of Financial Planning & Analysis?
Most employers require ACA, ACCA or CIMA qualifications together with extensive experience in commercial finance, financial planning and leadership. Strong financial modelling expertise is also highly desirable.