Financial Planning & Reporting Manager - The Portfolio Group : Job Details

Financial Planning & Reporting Manager

5 days a week on siteBased in Blackfriars, LondonPaying up to £65,000 based on experience

We're looking for a commercially minded Financial Planning & Reporting Manager to join a busy, fast-growing sales-led organisation.

Reporting to the Associate Director of Finance & Reporting, you'll be building new reporting capabilities from the ground up, delivering high-quality analysis, and giving senior leadership the insights they need to drive performance. You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into areas such as new business growth, discount profiles, client retention, and cancellations.

You'll also partner closely with the CFO, the Sales Team, and Group Finance - so relationship-building skills will be just as important as your technical expertise. This is a great opportunity for someone who enjoys combining data-driven analysis with commercial thinking, and who wants to make a visible impact.

What you'll be doing:

• Leading the business planning and forecasting processes
• Preparing monthly management reports with clear, actionable insights
• Supporting annual budgets, quarterly forecasts, KPI tracking, and metrics reporting
• Delivering analysis on new business trends, discounting, retention, cancellations, and client base changes
• Working alongside the leadership team on presentations and strategic discussions
• Business partnering with sales and finance teams to improve commercial performance
• Managing a small team of analysts and sales accountants

What we're looking for:

• Strong Excel skills (ideally including macros and VBA), plus confidence in PowerPoint and Word
• A recognised accountancy qualification (or working towards one)
• Proven analytical ability with a proactive, problem-solving mindset
• The ability to manage deadlines while staying adaptable to changing priorities
• An eagerness to understand complex systems, processes, and the mechanics of a business
• A "can-do" approach and the confidence to turn multiple data inputs into clear, concise information

If you thrive in a fast-paced environment, enjoy turning numbers into stories, and want to be part of a business on a steep growth trajectory, we'd love to hear from you.

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