Director of FP&A

About the role 

As Director of Financial Planning and Analysis (FP&A), you will play a pivotal role in the delivery of our Group's strategic plan, annual budgeting, and forecasting processes. You will be responsible for driving financial analysis, modelling, and forecasting activities, ensuring compliance with regulatory requirements while crucially providing valuable insights to guide strategic decision-making across the organisation. 

Key Responsibilities: 

Strategic Planning and Budgeting: 

• Collaborate with senior management in relation to the development and execution of the Group's strategic plan. 

• Lead the annual budgeting and forecasting processes, working closely with various departments to ensure alignment with strategic objectives. 

• Development of group reforecasting cycle.
  

Financial Analysis and Project Work: 

• Conduct ad hoc financial analysis and provide support for special projects and strategic initiatives, assessing their financial impact and feasibility. 

• As required, review of the potential impact of M&A activity on group financial performance and position. 

• Identify opportunities for cost optimisation and revenue enhancement. 
  

KPI Monitoring and Commercial Analysis: 

• Develop and monitor key performance indicators (KPIs) and deliver insightful commercial analysis across the Group. 

• Identify trends, risks, and opportunities to enhance financial performance. 
  

Financial Modelling: 

• Oversight of development and maintenance of financial models to support strategic planning, budgeting, and forecasting processes. 

• Ensure accuracy, consistency, and relevance of financial models. 
  

Financial Performance: 

• Preparation of analysis to investigate variances to the budget/forecast 

• Working with the Financial Control / Reporting team to provide challenge to the monthly financials against the forecast. 
  

Stress Testing and Compliance: 

• Perform stress tests on forecasted financial performance to ensure compliance with all regulatory capital, liquidity, and treasury covenant requirements. 

• Collaborate with risk and compliance teams to mitigate potential risks. 
  

Investor Reporting: 

• Along with the Financial Control team, further development of investor reporting, with a focus on providing meaningful and insightful analysis of reported figures. 

• Design of comprehensive reporting packs that provide transparency and insights to investors. 
   
  

Skills, Knowledge and Expertise 

• Qualified Accountant (ACA, ACCA, CIMA or equivalent).  

• Proven experience in financial planning and analysis, preferably in the wealth management or financial services industry. 

• Knowledge of FCA regulatory requirements and financial reporting standards. 

• Excellent communication and presentation skills. 

• Strong financial modelling skills with expertise in Excel and financial software. 

• Have a growth mindset and be curious. 

• Ability to work collaboratively in a fast-paced, dynamic environment. 

• Effective stakeholder management skills.

• Strong problem-solving and critical-thinking abilities. 

We may 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 

• 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you. 

• 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 

• Enhanced 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.  

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.