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Financial Planning & Analysis Lead
Up to £65,000
Wilkinson and Associates, Edinburgh
- Full time
- Permanent
Posted 2 days ago, 23 May
Job ref: 2533
Full Job Description
W&A is supporting the recruitment of a senior finance professional to lead the financial planning and analysis (FPA) function within a multi-stakeholder organisation.
This is a strategic leadership role, with a focus on enhancing financial insight, forecasting, and long-term planning to support effective decision-making across all levels of the organisation.
Location: Edinburgh
Working Pattern: One day per week in the office
The Opportunity
The post-holder will lead the development of a forward-looking, insight-driven FPA capability. They will manage a team of analysts, contribute to organisation-wide planning, and help transition from traditional reporting models to a more agile, technology-enabled function.
Key Responsibilities
- Overseeing annual budget cycles and regular forecasting processes.
- Leading the development of long-range financial models and scenario analysis.
- Providing clear, actionable insight to senior leadership and planning groups.
- Supporting strategic decision-making through data-led performance analysis.
- Driving continuous improvement in financial systems, tools, and planning processes.
- Managing and mentoring a team of analysts to ensure high-quality output and development.
What You'll Bring
- A professional accountancy qualification and significant experience in financial planning and analysis.
- Proven ability to lead teams and work across organisational boundaries.
- Strong communication and stakeholder engagement skills.
- Confidence working with forecasting models, planning tools, and large data sets.
- Ability to translate financial information into accessible insight for non-financial audiences.
- Experience supporting transformation programmes and evaluating strategic initiatives.
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