Job Description – Financial Planning & Analysis Manager – The Ochils – Replacement Role
Job Title: / Financial Planning & Analysis ManagerJob Band:
(Management Role or Individual Contributor) / Band D (Senior Management Role)
Reports to: / Group Financial Controller
Department: / Finance
Location: / Highland Spring Group, Head Office, Blackford, Perthshire PH4 1QA.
Some travel across the UK will also be a part of this role.
Working Hours: / 37.5 hours per week Monday to Friday, 9am – 5.00pm with 30 minutes lunch break (unpaid).
Main purpose of job: / Financial Planning - As the head of the FP&A function you will have responsibility for all aspects of the group’s forecasting and budgeting processes. The group currently undertakes quarterly re-forecasts, budgets and five year plans, all of which you will be expected to not only manage but also challenge and develop further, including potentially moving to 12 month rolling forecasts.
Commercial Analysis & Support – You will be responsible for providing relevant and insightful analysis to the commercial function and playing a lead role in any discussions and decision processes on new SKU’s, customer tenders, new markets etc. The Group Commercial Director and Head of UK Sales will both be key stakeholders to this role.
Operational Analysis - You will also be responsible, through your team, for providing all operational analysis for the business. The FP&A team are business partners to manufacturing and supply chain areas and provide financial analysis of monthly results along with forecasting and budgeting support to their key stakeholders.
A key focus of the role will be managing and developing the FP&A team (3 analysts) to ensure they perform to their potential and are highly valued around the business.
Key Result Areas (KRAs)
1. Lead, develop and manage the Financial Planning & Analysis team
- Lead and develop a high performing FP&A team helping them to achieve their full potential
- Lead the team during a period of significant growth and change through appropriate leadership style, motivating team members, coaching and providing consistent evaluation feedback
- Develop a “continuous improvement” ethos within the team and help drive this culture across the finance function.
- Manage the FP&A team to ensure the achieve key objectives
2. Working closely with senior sales and commercial managers to drive sales profitably
- Develop strong relationships with key commercial stakeholders, including Head of UK Sales and Group Commercial Director.
- Play a lead role in commercial discussions and negotiations
3. Working closely with senior operations managers to deliver required production volumes cost effectively
- Develop strong relationships with Head of Manufacturing and Head of Supply Chain
- Ensure there is a robust challenge of business costs including helping thinking creatively on improved solutions and ways of working
4. Lead and manage all of the group forecasting processes.
- Ensure robust forecasts are in place having challenged and interrogated the key inputs with the relevant stakeholders
- Ensure the forecasts are delivered in a timely fashion
5. Review, develop and implement new forecasting procedures where appropriate
- Consideration of moving to rolling 18 month forecasts.
- Consideration of current system interaction and how this can be improved/optimised
Key Success Criteria
Qualifications & Experience
1. Relevant accountancy qualification (CIMA, CA, ACCA)
2. A minimum of 5 years post qualified industry experience, preferably in FMCG though not essential.
3. Has a strong track record of playing a lead role in forecasting and budget processes
4. Demonstrated ability to deliver process improvement and change management
Knowledge
1. Has a high level of understanding of dealing with a multi-site business, preferably in an FMCG environment. Will have extensive budgeting and forecasting experience including bringing together data from a number of different systems. Has excellent commercial knowledge and awareness.
Skills
1. Strong leadership and influencing skills with an ability to explain complicated challenges to different areas of the business.
2. Strong and proven ability to plan, organise and prioritise own workload, and to manage the workload of others to ensure deadlines are met
3. High level of commercial acumen with the ability to think creatively and influence commercial decisions.
4. Strong interpersonal and people management skills including recruitment and selection, performance management, development, motivation and team building.
5. Consistently works in an organised manner that ensures appropriate focus and delivery.
Personal Attributes
1. Is recognised for their ability to inspire others to succeed through their leadership and line management style and competence.
2. Is driven and passionate about delivering results
3. Has the resilience to deliver against the odds, overcoming challenges as they arise
4. Prefers to work collaboratively with others to deliver results
5. Willingly takes ownership of problems and opportunities
6. Takes pride in everything they do and can be trusted to act with integrity at all times
This job description is only a summary of the typical functions of the job and not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. The responsibilities, tasks, and duties of the jobholder might differ from those outlined in the job description and other duties, as assigned, may be part of the job. The job description may be reviewed and updated at any time.
Job Holder Signature: / Date:Line Manager Signature: / Date:
Page 2 of 3
Date Job Description Created/Revised: