Financial Planning and Analysis Manager

Role Overview

Financial Planning & Budgeting

• Lead the annual budgeting process for assigned business units, with end-to-end ownership of P&L, Balance Sheet, and Cash Flow planning, ensuring alignment with organisational objectives, financial targets, and strategic priorities.
• Drive capital expenditure planning, business case evaluation, and post-investment ROI tracking.
• Drive budget submissions, review cycles, and consolidations across assigned entities, ensuring accuracy, completeness, and timely delivery of planning outputs.
• Partner with operational and finance stakeholders to challenge assumptions, challenge key planning drivers and identify financial risks and opportunities.

Forecasting & Financial Analysis

• Lead monthly, quarterly, and annual forecasting activities, incorporating business drivers, business assumptions and market factors.
• Analyse financial performance against budget, forecast, and prior-year results, identifying key variances, underlying drivers and trends.
• Monitor volume trends, revenue drivers, operational metrics, and cost performance to generate actionable business insights and support decision-making.
• Lead scenario planning and sensitivity analyses to support strategic decision-making.

Business Partnering & Stakeholder Management

• Act as a trusted finance partner to business leaders, CFOs, and FP&A teams across the Group.
• Collaborate with cross-functional stakeholders to evaluate business performance, provide financial guidance and support key operational and strategic decisions.
• Present financial analysis, Performance updates and recommendations to senior management.
• Support leadership in evaluating growth opportunities, operational efficiencies initiatives, and cost optimisation programs and investment decisions.

Reporting & Automation

• Prepare monthly management reports, dashboards, and executive-level presentations.
• Drive reporting enhancements through automation, standardization and data visualisation tools.
• Develop and maintain dashboards using Power BI or other tools to improve financial reporting and business visibility.
• Continuously identify and implement opportunities to streamline financial planning and reporting processes through technology, automation and process improvement initiatives.

Qualifications Education

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• Professional certifications such as ACA, CPA, CMA, ACCA, CFA, or equivalent are advantageous.

Experience

• 5–7 years of progressive experience in Financial Planning & Analysis, Corporate Finance, or related finance functions.
• Previous experience within the healthcare sector or other complex service-led organisation is strongly preferred.
• Demonstrated experience leading end-to-end budgeting, forecasting and performance review processes across business units.
• Strong background in financial modelling, business analysis, performance reporting and decision support analytics.
• Experience working with senior finance leaders and cross-functional stakeholders.

Technical Skills

• Advanced financial modelling and analytical skills.
• Strong knowledge of budgeting, forecasting, and management reporting methodologies.
• Advanced proficiency in Microsoft Excel and financial analysis tools.
• Experience with Power BI or AI tools for reporting automation and dashboard development.
• Experience working with ERP and financial planning systems (Oracle, EPBCS or equivalent) is preferred.

Core Competencies

• Strategic and commercial mindset.
• Strong business partnering and stakeholder management skills.
• Excellent communication and presentation abilities.
• High attention to detail and analytical rigor.
• Ability to manage multiple priorities and work in a fast-paced environment.
• Strong problem-solving and decision-making capabilities.

Why Join PureHealth?