Lead Finance Planning & Reporting Analyst

Overview

In this role you drive performance analysis and planning, consolidating reporting and partnering with finance and business teams to identify risks and opportunities. You’ll shape forecasts, budgets and strategic plans, comparing internal performance with external benchmarks to inform decisions. The position offers hybrid work in Manchester and a chance to impact a purpose-driven, people-focused organisation.

Pay / Benefits

• annual bonus
• 28 days holiday (rising to 32)
• pension with up to 10% employer contributions
• onsite gym access
• 30% discount on Co-op products
• Stream – early pay access

Responsibilities

• Build financial plans using proven techniques
• Update models, forecasts, budgets, and strategic plans with data and assumptions
• Consolidate reporting inputs and present performance clearly
• Support weekly and monthly performance reporting
• Analyse period results, variances, and their impact on financial statements
• Provide reconciliation and variance analysis across business areas
• Build strong relationships with key partners across the business
• Improve forecasting and reporting processes and champion planning tools, including cashflow forecasting

Key requirements

• A recognised accountancy qualification (ACA, CIMA, ACCA or equivalent)
• FP&A experience
• Strong budget, forecast, and financial reporting skills (P&L, balance sheet, cash flow)
• Advanced IT and spreadsheet skills (e.g., VLOOKUP, complex formulas) and experience with planning tools
• Excellent analytical, detail-oriented and communication skills, with ability to present data and influence stakeholders
• Strong prioritisation in a dynamic environment with focus on continuous improvement and spotting opportunities

• analytical thinking
• clear communication
• stakeholder influence
• advanced spreadsheet skills (VLOOKUP, complex formulas)
• planning tools
• cashflow forecasting

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