Head of Financial Planning and Analysis

Role: Head of Financial Planning and Analysis (FP&A)

Location: Leeds (Hybrid)

As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth. You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving financial analysis, modelling, and forecasting activity. With strong analytical skills and excellent leadership capabilities, you will guide decision-making across the organisation to lead the firm towards financial success.

Key Responsibilities

• Collaborating with Senior Management to develop and execute strategic business plans.
• Leading on annual budgeting and forecasting processes whilst working closely with various departments to align strategic objectives.
• Conducting financial analysis and providing support on projects to assess financial impact and feasibility.
• Reviewing the potential impact of Mergers and Acquisitions (M&A) activity on group financial performance and position.
• Monitoring KPIs to deliver insight into commercial analysis and identify risks/opportunities to enhance financial performance.
• Developing and maintaining comprehensive financial modelling capabilities.
• Preparing monthly financial performance commentary alongside the Financial Control team to provide commercial insight and enhance financial performance.
• Performing stress tests on forecasted financial performance to ensure compliance with regulatory capital, liquidity, and treasury requirements are adhered to.
• Designing comprehensive reporting packs to provide transparency and insights to investors.

Skills, Knowledge and Expertise

• Qualified Accountant at ACA, ACCA, CIMA, or equivalent level (essential).
• Substantial experience within Financial Planning and Analysis (essential).
• Experience within Wealth Management or Financial Services (desirable).
• Experience implementing an FP&A system (desirable).
• Strong working knowledge of regulatory requirements and reporting standards.
• Excellent financial modelling skills with high proficiencies in Excel and financial software.

Please refer to our job description to review the responsibilities and person specification in more detail.

We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

• 30 days holiday plus public holidays
• Wellbeing day
• Birthday holiday
• Volunteering day
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Family leave
• Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.