FP&A Analyst

Summary of The Role The FP&A Analyst will build reliable financial models, forecasts and dashboards to help the business understand performance and make informed decisions. The role involves business partnering with department heads on budgets and forecasts, as well as working with senior leadership on scenario modelling and financial analysis. This is a hands-on analytical role with ownership of financial planning models and performance insights. The successful candidate will work closely with the UK Financial Controller to ensure analysis reconciles to the accounts and support the CFO in assessing investment opportunities involving properties to buy or build. Role Responsibilities  

• Coordinate the annual budget and rolling forecasts with the CFO and department heads, gathering inputs, constructively challenging assumptions and ensuring delivery to deadlines.
• Build and maintain driver-based financial models linking revenue, staffing, operating costs, capital expenditure, debt covenants and cash flow, with clear assumptions, checks and version control.
• Analyse actual performance against budget, forecast and prior periods, explaining underlying drivers, quantifying risks and opportunities, and recommending practical actions.
• Analyse performance by individual location, region, service type, funder and service user, including occupancy, placements, fee rates and uplifts, care hours, staffing costs, agency usage and profitability.
• Build insightful Power BI dashboards and reports that allow users to explore performance, identify trends and exceptions, and understand the actions required.
• Work with the Financial Controller and operational teams to reconcile financial and operational data, resolve discrepancies and maintain consistent KPI definitions and reliable reporting.
• Partner with senior leadership on scenarios and sensitivities, including occupancy ramp-up, fee uplifts, wage inflation, staffing mix and opening delays, explaining the impact on profit, cash flow and funding requirements.
• Build investment appraisals for properties to be acquired or developed, covering acquisition or development costs, refurbishment, opening costs, occupancy ramp-up, operating performance, working capital and cash requirements.
• Assess investment viability using discounted cash flow, net present value (NPV), internal rate of return (IRR), payback and break-even analysis, including downside scenarios and their impact on forecast covenant headroom.
• Support monthly management, Board and investor reporting through concise commentary, charts and analysis. Track agreed actions and compare the performance of new locations against their approved investment cases.
• Improve financial planning and reporting processes through Excel, Power Query and appropriate automation.
• Handle sensitive employee, customer and commercial data carefully, using approved systems and access controls.

Essential Skills, Knowledge & Experience 

• A minimum of three years of directly relevant FP&A or commercial finance experience, ideally five or more years, with demonstrable ownership of financial models, budgets and forecasts.
• Proven ability to build financial models from scratch, including driver-based forecasts, scenario analysis and investment appraisals, with the ability to explain assumptions and validate outputs.
• Advanced Excel skills, including complex formulas, pivot tables and Power Query, with a strong understanding of profit and loss, balance sheet and cash flow relationships.
• Hands-on experience building effective Power BI dashboards, including data modelling, DAX, data preparation and refresh processes.
• Strong analytical judgement, with the ability to turn detailed data into clear insights and recommendations rather than simply produce reports.
• Strong written and spoken English, confident stakeholder communication skills and the ability to work remotely with department heads and senior leaders during UK business hours.
• CIMA, ACCA, ACA or equivalent qualification, or finalist status, preferred. Candidates qualified by experience will also be considered where they demonstrate strong accounting knowledge and proven financial modelling capability.
• Experience building and maintaining financial models across multiple sites, branches or business units, including analysis of individual-unit and consolidated performance.
• High attention to detail, reliable delivery and a continuous improvement mindset.
• Experience with Sage 200, SQL or integrating operational and financial datasets would be beneficial.

Personal Attributes 

• A minimum of three years of directly relevant FP&A or commercial finance experience, ideally five or more years, with demonstrable ownership of financial models, budgets and forecasts.
• Proven ability to build financial models from scratch, including driver-based forecasts, scenario analysis and investment appraisals, with the ability to explain assumptions and validate outputs.
• Advanced Excel skills, including complex formulas, pivot tables and Power Query, with a strong understanding of profit and loss, balance sheet and cash flow relationships.
• Hands-on experience building effective Power BI dashboards, including data modelling, DAX, data preparation and refresh processes.
• Strong analytical judgement, with the ability to turn detailed data into clear insights and recommendations rather than simply produce reports.
• Strong written and spoken English, confident stakeholder communication skills and the ability to work remotely with department heads and senior leaders during UK business hours.
• CIMA, ACCA, ACA or equivalent qualification, or finalist status, preferred. Candidates qualified by experience will also be considered where they demonstrate strong accounting knowledge and proven financial modelling capability.
• Experience building and maintaining financial models across multiple sites, branches or business units, including analysis of individual-unit and consolidated performance.
• High attention to detail, reliable delivery and a continuous improvement mindset.
• Experience with Sage 200, SQL or integrating operational and financial datasets would be beneficial.

Work Environment 

• General Work Hours: 1.30PM – 10.30PM (WFH) Sri Lanka Time – 45hrs/week.
• Location: Remote WFH + Occasional Meets at our Colombo 5 office – Sri Lanka.
• Benefits: Paid leave, career upskilling opportunities, eLearning courses.