Financial Planning and Analysis Manager

About NextStep NextStep connects experienced consulting professionals with tailored roles through intelligent, AI-driven matching. Working with a range of companies, NextStep places experts where their impact matters. This search is on behalf of a client within the NextStep partner network. About the Client The client is a FTSE 100 industrial and engineering…

Job Title: Senior Director, Financial Planning & AnalysisDepartment: Corporate FinanceLocation: London, United KingdomHybrid Working: 3 days in your local officeFull-time | PermanentThe RoleWe are seeking a highly skilled Senior Director of Financial Planning & Analysis to enhance Kobalt’s strategic financial operations. This pivotal role will be part of the global Corporate Finance team, reporting directly to the EVP of Corporate Finance. Your expertise will drive business success through continuous forecasting and in-depth analysis focused on revenue, including the development of sophisticated financial models and provision of actionable insights into revenue performance.What You’ll DoLead the development and management of comprehensive multi-year (5-year) financial models, enabling effective multi-entity and multi-currency scenario planning.Continuously enhance forecasting and modeling processes, refining model logic and assumptions while navigating various systems.Conduct detailed analyses to inform, update, and optimize forecasting assumptions, generating insights on overall business performance.Address ad-hoc financial information requests to support strategic and operational decision-making.Ensure timely updates of forecasts (including P&L, cash flow, and KPIs), maintaining clear communication with relevant stakeholders.Deliver regular management reporting and commentary on a weekly, monthly, and quarterly basis.Integrate data across various systems and departments to enhance the reliability, accuracy, and utility of financial reporting.Manage relationships with banking partners and oversee bank reporting processes, including covenant reporting.Consolidate comprehensive business forecasts, covering revenue, margins, costs, and cash flow.What You’ll BringPreferred:Qualified accountant (ACA, ACCA, CIMA, CFA) with substantial experience in managing forecasting and budgeting processes, alongside ownership of complex financial models.8+ years of experience in budgeting and/or forecasting roles with a proven record of delivering results and presenting to senior management.Extensive experience in managing a diverse team across multiple offices or time zones.Advanced Excel skills and strong financial modeling capabilities, including building models from inception.Proven track record in designing, implementing, and documenting FP&A processes, leading to improved operational efficiency.Strong oversight of revenue forecasting with a comfort in defining deliverables and proposing effective solutions.Experience in querying and manipulating large complex datasets/databases, utilizing systems and tools such as Adaptive, Hyperion, and BI tools like Tableau.

Dwelly seeks a Financial Planning & Analysis Manager based in London to guide its financial strategy and planning. This position plays a central role in shaping business performance through detailed analysis and collaboration. Main responsibilities Lead the company’s budgeting and forecasting processes to align with financial targets. Analyze financial data and identify trends that inform business decisions. Collaborate with teams across the organization to provide clear, actionable financial insights. Support leadership by offering recommendations that influence the company’s financial direction. Collaboration and influence This role works closely with colleagues from various departments, providing guidance that helps the team adapt to evolving business needs. The FP&A Manager’s insights play a key part in keeping Dwelly focused on its goals and responding to change effectively.

Join Beamery as the Interim Head of Financial Planning & Analysis (FP&A) and play a pivotal role in shaping our financial strategy. You will lead the FP&A team, guiding financial forecasting, budgeting, and reporting processes. This position is ideal for an experienced finance professional who is ready to step into a leadership role, ensuring that our financial practices align with our strategic goals.

At Kroo Bank, we are on a mission to redefine banking. Our commitment to customer-centricity, responsible financial practices, and innovative technology drives us to create a banking experience that is simpler, fairer, and more transparent. As a fully regulated UK bank backed by long-term investors, we boast a rapidly growing customer base and ambitious goals. Our culture emphasizes agility, thoughtful decision-making, and maintaining high standards in product development, risk management, and employee welfare.Key Responsibilities:As a Financial Planning and Analysis Manager, you will spearhead Kroo Bank's forecasting, planning, and performance insights across the organization. Your expertise will shape strategic decisions through high-quality financial models, detailed analysis, and effective storytelling. This hands-on role requires proficiency in developing and managing financial models and planning tools from the ground up in our fast-paced environment. You will collaborate closely with senior leaders in Finance, Risk, Product, and Operations to establish scalable forecasting and budgeting processes, ensuring alignment with banking-specific factors such as balance sheet dynamics, capital requirements, liquidity, and regulatory standards.Additional responsibilities include:Creating, managing, and continually enhancing comprehensive financial models encompassing P&L, balance sheet, and cash flow, ensuring transparency, control, and scalability.Leading the bank’s forecasting and planning cycles, including annual budgets, reforecasting, and multi-year planning, while providing clear outputs and variance analyses.Developing driver-based forecasting frameworks for key banking metrics such as net interest income, cost of funds, credit performance, operating expenses, and customer growth.Generating high-quality management reports and performance insights for senior leadership, including commentary on significant fluctuations, risks, and strategic actions.Collaborating with Treasury and Risk teams to ensure that planning reflects balance sheet composition, interest rate trends, and capital and liquidity considerations.Designing and maintaining planning tools using Excel and Google Sheets, enhancing automation and control through advanced formulae, VBA, and structured model governance.Leveraging data and scripting tools like Python to automate repetitive analyses, improve data integrity, and expedite forecasting and reporting workflows.Supporting the development of capital and regulatory-aware planning, ensuring consistency with the bank’s prudential framework and internal risk appetite.Engaging with business owners to challenge assumptions, foster accountability for budgets, and enhance the quality of forecasting inputs organization-wide.Contributing to the development of FP&A processes, templates, and controls.

Join Capi, where we enable businesses in emerging markets to efficiently pay their international suppliers with ease, speed, and fairness.With over $18 million in support from prestigious investors such as Creandum, Y Combinator, General Catalyst, and notable angels from Revolut, Checkout, Stripe, and Remitly, we are developing the financial infrastructure that emerging markets truly need.By simplifying global trade, we empower local businesses to accelerate their growth, expand their workforce, and stimulate economic prosperity within their communities.Our mission is centered around boosting GDP in emerging markets by enhancing the fairness and accessibility of the global financial system. We aim to streamline global trade processes, making it easier for importers to pay their international suppliers. Our platform fosters rapid business growth, job creation, and positions businesses as key drivers of prosperity in their nations.We are a dynamic team of approximately 80 individuals across 10 countries, characterized by ambition and a passion for impactful work. We are eager to welcome more talented individuals to our team!Explore Capi’s mission & values.The RoleWe are searching for an FP&A Lead to take charge of and expand our commercial finance capabilities.This pivotal, hybrid role sits at the crossroads of finance, strategy, and analytics. Reporting directly to the Head of Finance, you will significantly influence how the company plans, evaluates, and comprehends its performance—while also fortifying the foundational data pipelines and models that drive these insights.This position offers notable visibility among leadership and operational teams, direct interaction with various business verticals, and ample opportunities for professional advancement as the company grows.Key ResponsibilitiesFP&A & Commercial FinanceOversee comprehensive FP&A processes including annual budgeting, rolling forecasts, long-term planning, and scenario analysis.Develop and sustain robust financial models to bolster strategic decision-making, fundraising efforts, and growth initiatives.Establish, monitor, and continuously refine core KPIs and unit economics across product lines, revenue streams, and operational practices.Collaborate closely with cross-functional teams to ensure alignment with financial goals and objectives.

Role Overview Deliveroo is seeking a Financial Planning & Analysis (FP&A) Analyst to help shape the company’s global financial planning, budgeting, and analysis. This position sits at The River Building HQ in London and follows a hybrid work model, with three days per week in the office. What You Will Do Support group-level financial planning and budgeting processes Produce accurate forecasts and deliver clear, actionable analyses Consolidate financial reporting across the organization Work closely with the FP&A Manager to inform operational and strategic decisions Who We’re Looking For Finance professional with strong analytical skills and attention to detail Ability to turn complex data into practical insights Experience in FP&A, ideally at the group level Background in a similar role within a rapidly changing environment is preferred Location & Work Model This role is based in London at Deliveroo’s River Building headquarters. The team works in a hybrid pattern, with three days each week in the office.

Who We AreAt Helsing, we are pioneers in defence AI technology. Our mission is to safeguard democratic values through innovative solutions, ensuring that open societies maintain sovereignty over their ethical standards and decisions. As a democratic entity, we recognize the profound responsibility that comes with developing and deploying advanced technologies such as AI. We approach this task with utmost care and commitment. Our team consists of dedicated engineers, AI experts, and customer-focused program managers. We are on the lookout for mission-driven individuals to join our European teams to tackle complex and impactful challenges. We foster a culture of openness and transparency that encourages healthy discourse on the ethical implications and benefits of technology in defence. The RoleAs a Financial Planning and Analysis (FP&A) Business Partner, you will oversee all financial and accounting activities across our global operations. This position offers the opportunity to collaborate with a dynamic Finance team on various projects and significantly shape the success of the Helsing group. This is a unique chance to join our company at an exciting juncture, contributing to its rapid growth and success in the coming years. This role can be based in either London or Munich. Day-to-Day ResponsibilitiesLead monthly financial forecasting and manage budgets across all business areas, collaborating with Business Partners and Managers.Publish formal annual budget forecasts and monitor adherence throughout the year, making adjustments as necessary.Coordinate monthly overhead cost forecasts and provide robust support for overhead forecasting.Support investor relations and strategic initiatives, including the development of advanced financial models.

Are you ready to transform your financial strategies? Join our dynamic Finance team as the Head of Financial Planning & Analysis on a 12-month fixed-term contract to cover maternity leave. Reporting directly to our Director of Finance, you will take ownership of the complete budget process, collaborating across the organization as a trusted advisor to ensure precision in forecasting. This is an exceptional opportunity for a progressive Senior FP&A Manager or an aspiring Head of FP&A to develop their skills in a rapidly expanding, founder-led enterprise.Welcome to Trinny London!At Trinny London, we are revolutionizing the beauty industry by simplifying makeup and skincare routines. Founded in 2017 by Trinny Woodall, we are on a mission to inspire individuals globally to redefine their beauty rituals.Since our inception, we have achieved remarkable growth, proudly standing as one of Europe’s fastest-growing beauty brands. Our innovative products and dedicated customer base are driving our success, and we are committed to nurturing a talented and motivated team to sustain our impressive growth.Our Core ValuesWe embody three essential values: we pursue fearless passion, we act with strategic intent, and we all embrace the color yellow. We go the extra mile, collaborating to break new ground while celebrating our achievements and learning experiences as a team. Every idea is valued, and we make decisions with care and consideration. We support one another to reach our objectives and thrive through collaboration.The RoleYour daily responsibilities will include:Leading the comprehensive budget and three-year planning process, including the preparation of three-statement financial models and board presentations.Monitoring risks and opportunities throughout the year to update our 13-month rolling forecasts, collaborating with various departments to adjust forecasts based on market conditions, product launches, retail expansion plans, and marketing initiatives.Ensuring that period-end reporting processes are robust, delivering management information that is accurate, timely, and insightful.Enhancing the reporting of KPIs and financial data to support strategic alignment and informed decision-making across the organization.Acting as a trusted business partner, working with stakeholders to unlock new commercial opportunities.Evaluating new investments or commercial ventures with a focus on both financial and non-financial aspects.Collaborating with procurement and planning teams to optimize stock levels and cash flow.Conducting cross-functional performance analyses, performing detailed investigations into critical business areas to identify the root causes of performance and enhance overall understanding.

Join OakNorth Bank, the premier banking institution for the UK’s most ambitious businesses. Since our inception in 2015, we have provided over $21 billion in loans across the UK and US, empowering businesses to grow, create jobs, and build for the future while ensuring robust outcomes for our customers and savers.We pride ourselves on supporting businesses that challenge conventional banking models by blending expert human judgement with cutting-edge technology to deliver customized lending solutions.We are currently seeking an outstanding Head of Finance, Planning & Analysis to play a crucial role in shaping our financial strategy and driving impactful decision-making throughout the organization. In this strategic position, you will closely collaborate with the CEO, CFO, European Leadership Team (ELT), and senior leaders to enhance performance, identify commercial opportunities, and support OakNorth’s ambitious growth and diversification initiatives.As OakNorth rapidly expands its presence in the US, this role will be instrumental in leading our financial strategy, performance management, and the integration of this expansion into our group planning and reporting frameworks.Operate at the intersection of strategy and execution by providing valuable insights to leadership while developing and refining the analytical frameworks that facilitate smarter, faster, and more informed decisions. This is a unique opportunity to influence the financial trajectory of one of the UK’s most successful and innovative fintech companies as we scale across new products, regions, and distribution channels.

Location: London, UK (Hybrid: in-office Tuesday to Thursday) Department: Finance Reports to: Head of Finance Role overview The Financial Planning and Analysis Analyst helps deliver financial insights that guide NexGen Cloud’s decisions as the company expands its customer base, operations, and product lines. This position manages essential financial planning and analysis activities, working closely with leadership to interpret performance data, identify opportunities, and support data-driven choices. What you will do Support the financial planning and analysis cycle, providing timely and accurate information to leadership. Help leadership understand key performance metrics and financial trends. Assist in identifying business opportunities and risks through data analysis. Contribute to informed, data-driven decision making as NexGen Cloud grows its operations and product offerings.

About General AtlanticGeneral Atlantic is a distinguished global investment firm with over 45 years of experience, providing capital and strategic support to more than 830 companies. Founded in 1980, we have remained committed partners to visionary entrepreneurs and investors focused on building dynamic businesses that create long-term value. We believe in the power of entrepreneurs as agents of transformational change, and our collaborative global approach, sector-specific expertise, and deep understanding of growth drivers enable us to partner with and scale innovative businesses worldwide. We utilize our patient capital and operational expertise to support a diverse investment platform that includes Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, we manage approximately $123 billion in assets across various strategies, with a team of over 900 professionals across 20 countries. For more information, visit www.generalatlantic.com.About ActisIn October 2024, General Atlantic acquired Actis, which now functions as its Sustainable Infrastructure segment alongside its Growth Equity, Credit, and Climate strategies. Actis is a premier investor in sustainable infrastructure, committed to generating competitive returns for institutional investors while making a measurable positive impact on the communities it serves. Actis focuses on key structural themes that foster long-term, equitable growth in essential infrastructure related to energy transition, digital transformation, and supply chain innovation. With decades of global experience and operational proficiency, Actis is dedicated to creating global sustainability leaders at scale. To date, Actis has raised $26 billion for future investments. Actis is also a proud signatory of the UN-backed Principles for Responsible Investment (UNPRI) and has consistently achieved top ratings in independent assessments. Learn more about Actis at www.act.is.Key Purpose of RoleThe Senior Associate will play a pivotal role by collaborating closely with the existing Financial Planning & Analysis (FP&A) teams across EMEA and the US. This position is integral to enhancing our financial models and operational insights, contributing to the development of a world-class financial framework.

We are seeking a visionary Director of Implementational Planning to join our dynamic team at WPP Media in London. This pivotal role involves leading strategic planning initiatives, ensuring the successful implementation of media campaigns, and collaborating with cross-functional teams to drive business success.As the Director, you will be responsible for developing and overseeing comprehensive implementational strategies that align with client objectives. Your expertise will guide the team in utilizing data analytics and market insights to optimize campaign performance and deliver impactful results.

Role Overview iwoca is looking for a Financial Planning & Analysis (FP&A) Analyst to join its Finance Team in London. This role focuses on turning complex financial data into clear, actionable insights that help guide management decisions. The FP&A Analyst will play a central part in building annual budgets and supporting long-term planning and growth. About iwoca iwoca provides flexible funding to small businesses, helping them manage cash flow and seize new opportunities. With a combination of technology, data analytics, and customer service, iwoca has delivered over £4 billion in funding to more than 100,000 businesses. The company’s mission is to support one million SMEs during critical moments, strengthening both local communities and wider economies. The FP&A Team The FP&A Team drives strategic decisions through forecasting, performance analysis, and reporting. As an FP&A Analyst, you will work closely with the FP&A Manager, the broader finance team, and colleagues across different departments. What You Will Do Develop the monthly operating model, reconcile it with accounting software, and post required journals. Improve and contribute to forecasting methods. Assist in building and maintaining data pipelines. Support the preparation of monthly Board packs, as well as interim and year-end budget documents. Spot and resolve issues or suggest improvements for the monthly operating model. Collect and build datasets to strengthen the operating model each month. Work with teams across iwoca to understand business changes and their impact on the operating model.

Sony Interactive Entertainment Global seeks a Finance Director for its Software Forecasting & Planning group in London. This leadership position focuses on guiding financial planning, budgeting, and forecasting for software products. Key responsibilities Lead the financial planning, budgeting, and forecasting activities for software projects Advance strategic initiatives aimed at software product growth Collaborate with teams across the business to ensure alignment on financial goals Provide insights and analytics to support business decisions Role focus This role requires a mix of financial leadership, cross-functional collaboration, and the ability to deliver clear analysis for software-related decisions. The Finance Director will play a key part in shaping the financial direction of Sony Interactive Entertainment’s software portfolio.

About UsSharkNinja is an innovative global product design and technology company, renowned for its extensive portfolio of highly rated lifestyle solutions that enhance lives across the globe. With two leading brands, Shark and Ninja, we pride ourselves on a strong history of market disruption and innovation, consistently introducing groundbreaking consumer products. Our headquarters in Needham, Massachusetts, supports over 4,100 dedicated professionals, and our products are widely available through major retailers and distributors worldwide.Role OverviewWe are currently seeking a Senior Financial Analyst to join our Global FP&A team, focusing on Compensation and Workforce Planning for the EMEA region. This pivotal role will support our workforce planning and operational expenses, contributing significantly to our growth in this dynamic market.As SharkNinja expands its footprint across EMEA, your role will be crucial in aligning workforce investments with regional growth objectives while ensuring financial prudence and margin performance. Collaborating closely with regional leadership and HR, you will provide insightful analysis, support planning cycles, and enhance the visibility of people-related expenditures.

About WPPWPP serves as the trusted growth partner for the world’s foremost brands. We integrate advanced media intelligence and data solutions, exceptional creativity, next-generation production, transformative enterprise solutions, and expert strategic counsel into a singular entity, driven by outstanding talent and our innovative marketing platform, WPP Open. Our mission is to guide clients through change, seize opportunities, and foster transformational growth. For further details, visit WPP.com.Position: Account Director – Communications PlanningAbout WPP MediaWPP Media is the global media collective of WPP. In an era where media permeates all aspects of life, we assemble the finest platforms, people, and partnerships to forge boundless growth opportunities. For more information, visit wppmedia.com.About EssenceMediacom: A Leading WPP Media BrandEssenceMediacom represents a new generation of media agency. Grounded in analytics and insights, and fueled by data and technology, we harness the power of media and creativity to drive significant breakthroughs for top brands. Our objective is to assist clients in navigating the modern marketing landscape and uncovering the insights that brands require to resonate with their consumers. We are designed for the new communications economy: built on data and technology, developed for both people and algorithms, shaped by diverse perspectives, dedicated to testing and learning at scale, and, importantly, committed to evolution.Role Summary and ImpactThis is an exceptional opportunity to join as an Account Director in the Planning team. In this pivotal role, you will collaborate closely with the Senior Associate Director, serving as a primary liaison for our clients while overseeing the planning projects from inception to completion. You will coordinate efforts among specialists to deliver outstanding results, ensuring the smooth operation of the account, maintaining workflow accuracy, and ensuring that the campaign management process adheres to best practices.

Role overview The Business Director of Planning at WPP plc holds a senior position responsible for leading planning operations in London. This role shapes the overall planning strategy and ensures that plans support the company’s business objectives. The Business Director sets the planning vision and guides teams to achieve effective outcomes. What you will do Oversee planning operations throughout the business Establish and direct the strategic approach for planning activities Ensure planning initiatives align with company goals Lead cross-functional teams to deliver comprehensive plans Work closely with clients to drive successful results Requirements Significant experience in strategic planning Demonstrated ability to lead and inspire cross-functional teams Strong skills in collaborating with clients History of achieving results through planning leadership

Evelyn Partners seeks a Financial Planning Client Administrator based in London. This position plays a key part in supporting the financial planning team and ensuring clients receive attentive service. Role overview The administrator will handle tasks that keep the financial planning process running smoothly. This includes assisting with client documentation, maintaining accurate records, and coordinating with team members to meet client needs. What you will do Support the financial planning team with day-to-day administrative tasks Help deliver a high standard of service to clients Maintain attention to detail in all work Take a proactive approach to problem-solving and task management Requirements Strong attention to detail Proactive and organized work style Ability to work effectively as part of a team