Head of Financial Planning Analysis

TPT Retirement Solutions Limited; Leeds; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading workplace pension provider in the UK is seeking a Head of Financial Planning & Analysis. This role will lead the financial strategy and oversee the Financial Planning & Analysis team, driving pricing discussions and developing financial KPIs. Candidates should be qualified accountants with extensive experience in financial analysis and leadership skills. The successful applicant will shape financial strategy to align with business growth and profitability. Apply today to make an impact in a dynamic environment.

Qualifications

• Must have experience in a growth environment.
• Strong leadership and analytical skills required.
• Ability to present to senior leaders and boards.

Responsibilities

• Lead and communicate the financial strategy across senior management.
• Develop the five-year business plan and KPIs.
• Drive pricing discussions and develop new business pricing models.
• Track performance and produce management information.
• Manage the Financial Planning & Analysis team.

Skills

Qualified Accountant or equivalent

Extensive experience in financial planning and analysis

Strong leadership and analytical skills (Excel)

Ability to communicate and influence effectively

Experience presenting to Senior Leaders/Boards

Demonstrated commercial acumen

Education

Qualified Accountant or equivalent

Job description

TPT is transforming and growing rapidly. We’re looking for a Head of Financial Planning & Analysis to provide insight and challenge, ensuring our leaders deliver ambitious, financially disciplined plans. This new role leads the Financial Planning & Analysis team, supports strategic business performance, and can deputize for the Finance Director at Executive and Board level.

You will be responsible for:

• Leading & communicating the financial strategy across senior management and the Trustee Board.
• Developing the five-year business plan and development of financial KPIs.
• Driving pricing discussions and developing cost/pricing models for new business.
• Tracking performance, producing management information, and highlighting trends.
• Building strong internal relationships to provide the Finance team a clear voice.
• Leading forecasting, cash flow, and regulatory projections.
• Working with IT to enhance the financial modelling and analysis tools.
• Ensuring integrity and clarity of financial models and reporting.
• Leading, developing, and managing the Financial Planning & Analysis team, supporting talent and growth.
• Continuous improvement for standardizing of MI reporting.

Skills & Qualifications:

• Qualified Accountant or equivalent in experience.
• Extensive experience in financial planning and analysis, ideally in a growth environment.
• Strong leadership, business partnering and analytical skills (Excel).
• Ability to communicate and influence effectively at all organizational levels.
• Experience of presenting to Senior Leaders/Boards, with the ability to handle challenge.
• Ability to demonstrate commercial acumen with focus on profitability.
• Possesses a systematic and controlled approach to the delivery of work.

The role requires a strong level of commercial acumen, with a clear focus on driving profit and sales in line with the organization’s plan. The successful candidate will be expected to apply their understanding of market dynamics and financial principles to support business growth and profitability. This involves proactively identifying opportunities to maximize revenue, control costs, and ensure that business targets are met through effective planning and execution.

If this excites you and this role sounds like the perfect match for your next career move, apply today! Join TPT to shape our future and your own.

The Company

TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with over 75 years’ experience of managing defined benefit and defined contribution pension schemes. It has £11.1 billion of assets under management (as at 30 September 2024) and 470,000 members.

TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.