Finance Planning & Analysis Lead

£70-80k plus bonus

Yateley

A leading organisation is seeking a Finance Planning & Analysis (FP&A) Lead to drive data-led financial insight and decision-making across the business. This is a high-impact role combining strong financial acumen with advanced systems and data expertise. The successful candidate will take ownership of the FP&A landscape, streamline reporting processes, and help shape the future of data-driven finance.

Key Responsibilities

Build, maintain, and optimise financial and operational reports, dashboards, and data models. Leverage systems (e.g. ERP, CRM, Power BI, Excel) to automate and enhance reporting processes. Analyse large data sets to identify trends, variances, and business drivers. Apply advanced tools (predictive analytics, automation, intelligent forecasting) to improve financial planning. Partner with stakeholders across Finance, Commercial, and Operations to deliver timely, actionable insights. Lead initiatives to improve data quality, system integration, and reporting accuracy. Support annual budgeting, forecasting, and long-range planning cycles with robust modelling. Conduct ad hoc financial analysis as required. Share knowledge and tools to upskill the wider finance team. Candidate Profile

Qualified accountant (ACCA, CIMA, or equivalent) with demonstrable post-qualification experience. Strong modelling skills and advanced proficiency in Excel, Power BI, and SQL. Experience with ERP and CRM systems (e.g. Salesforce, Syspro) desirable. Proven ability to implement process improvements and leverage predictive/AI tools. Excellent communication and interpersonal skills to build productive stakeholder relationships. Adaptable, proactive, and resilient, with a strong drive for results. Team management experience beneficial, though not initially required. What We’re Looking For

This role is suited to a hands-on professional who thrives in a fast-paced environment, combining financial expertise with a passion for systems, data, and continuous improvement.

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