Financial Planning and Analysis Manager

📍London, UK - Hybrid 

Why Perkbox Vivup?

In an exciting stride forward for both organisations, employee benefits experts Perkbox and Vivup have joined forces to create a world-class benefits, wellbeing, and engagement platform.

With over two decades of combined experience, our goal is to enable more organisations to better support and engage their employees — something which has become essential in the wake of a global pandemic and a hard-hitting cost-of-living crisis.  

From enhancing access to specialist mental health services to helping staff manage the cost of everyday essentials, our combined strengths and best-in-class solutions will create a super partnership that supports employees in all areas of life, at every stage of their career, both in and out of the workplace.

As a combined entity, we can assist more employees than ever before to live and work better through our combined expertise in the public, private, SME, and corporate sectors. Today, we collectively support more than 4 million employees across 7,500 organisations through an enhanced range of benefits and engagement solutions.  Our vision is to create healthy, happy and engaged workforces by reinventing employee benefits. Together, we’re positioned to revolutionise the employee benefits landscape, driving innovation, setting new standards, and shaping the future with transformative solutions that redefine wellbeing.

About the role

This role offers the opportunity to make a real impact across the business while gaining deep insights into our revenue streams. In this position, you’ll collaborate with various business units, deliver group reporting and forecasting, and manage large datasets for both internal and external stakeholders. You’ll also partner with our Commercial team to understand key revenue drivers. Plus, with regular exposure to the executive team, you’ll be in a high-profile role that contributes directly to the company’s future strategy.

What You’ll Be Doing

Group planning, forecasting and analysis

• Manage our key components within the group’s budgeting, forecasting and long-range planning cycles

• Key role in development and production of board and other business presentations and delivery of data, analysis for key stakeholders (Board, Management)

• Develop and maintain financial models to forecast financial performance including P&L, Balance Sheet and Cash Flow for the group

• Ownership of our Commercial revenue streams and any associated reporting and modelling, including SaaS revenue

• Act as a strong business partner to department heads across the group, helping them manage costs to plan

• Support on high profile financial planning tasks such as refinancing and capital structure optimisation

• Assist on strategic/business reviews, scenario and sensitivity reviews, ad-hoc projects

• Deliver ad hoc analysis and support month end reporting process

What We’re Looking For

• Fully qualified accountant, ACA preferable

• Experience working in a PE backed business

• Advanced planning skills with PowerBI and Anaplan or other FP&A tools is required

• Understanding of SaaS business drivers and operations

• Demonstratable experience in forecasting, analysis and reporting at group level

• Strong Excel user, with proven financial modelling (P&L, Balance Sheet, Cashflow) skills

• Strong PowerPoint skills

• Highly confident communicator at all levels and able to tailor message to audiences

• Detailed analytical and questioning approach, with creative problem-solving and critical thinking

• Self-starter, independent, proactively seeks out new opportunities to improve our business and ways of working

• Excellent organisational skills, with the ability to produce high quality and accurate work in demanding timescales

• A team player with strong business acumen and work ethic and experience within the Services or Employee Benefits industry advantageous

• M&A experience an advantage 

The Interview Process

Our interview process involves 3 main stages:

• Short call with a member of the Talent Acquisition and Experience team
• 45-minute video call with Hiring Manager and one other team member
• Final Interview and task with two members of the team
  

Our average process takes around 2-3 weeks, but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process. If you have any specific questions ahead of this, please contact us on talent@vivup.co.uk

We’re committed to being an inclusive employer and creating a fair workplace for all. We encourage applications from candidates across all backgrounds, circumstances, ages, disabilities, ethnicities, religions or beliefs, gender identities, or sexual orientations.

We're happy to offer reasonable adjustments during our hiring process. Just let us know, and we'll make it work for you. Your comfort and success matter to us!