PROFESSIONAL SERVICES RECRUITMENT - The best appointment you'll make

Financial Planning & Analysis Lead - Edinburgh

Up to £65,000 - Public / Third Sector - Qualified Accountancy & Finance
Ref: 2533 Date Posted: Friday 23 May 2025

W&A is supporting the recruitment of a senior finance professional to lead the financial planning and analysis (FP&A) 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 FP&A 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.