Financial Planning and Analysis Manager

Job summary

Do you have a strong financial background, analytical mindset, and great people skills? Are you interested in driving great business results and enabling wise investment decisions for Companies House, facilitating meaningful policy outcomes? If so, we would love to hear from you. This is an exciting opportunity to join Companies House within our Finance and Commercial Directorate.

As a Financial Planning and Analysis (‘FP&A’) Manager, you will ensure investment decisions are appropriately evidenced and that our highest-value investments achieve value for money. You will also be involved in leading the analysis that supports our medium to long-term funding. In doing so, you will play a critical role in ensuring the organisation can continue to offer brilliant services, achieve our ambitious transformation and legislative reform agenda, and meet the highest standards for public expenditure.

You will have the opportunity to apply your financial and analytical skills to creative problem-solving every day. You will use modern tools and platforms such as Power Query, PowerBI and Alteryx to develop and maintain complex financial models and communicate insights to stakeholders. You will have the opportunity to develop your stakeholder management skills, with extensive engagement with teams across Companies House.

You will be part of a dynamic, high-performing, curious and supportive team of circa. 10 FP&A and Economics experts. Collectively, we are Companies House’s centre of excellence on complex financial modelling and medium to long-term forecasting, long-term affordability and funding advice, and value for money. We work closely alongside Finance Business Partners, Technical Accountants, Finance Operations and Commercial experts to offer a cohesive, end-end Finance and Commercial service to the organisation.

Find out more about what a great place Companies House is to work

Please note -

• Companies House cannot offer Visa sponsorship to candidates through this campaign.
• We're able to consider both full-time and part-time hours for this role for the successful candidate (part-time would be a minimum of 30 hours over 4 or 5 days).

Job description

This role is one of two Financial Planning and Analysis (‘FP&A’) Manager within Companies House, and one of four Financial Planning and Analysis experts in total. The team are collectively responsible for three main analytical outputs:

• Modelling to identify medium and long-term costs of our major investments.
• Long-term costing to inform Spending Review bids.
• Development and maintenance of our ABC based business-critical fee model, which informs the prices of our services.

It is expected that the postholder will initially focus on should-cost modelling for major investments, however the role will also support both the fee model and Spending Review bids.

While this is an analytical role, it is customer-facing, with a significant amount of proactive stakeholder engagement.

Specific responsibilities and day to day tasks include:

• Cost modelling and forecasting for major investments and projects. Recent examples have included a full re-tender and technical modernisation of our customer contact centre contract and implementation of digital identity verification processes for those setting up, running and controlling companies.
• Providing analysis and insight on technical topics including risk quantification and contingency, contract pricing design, modelling assumptions, efficiency quantification and sensitivity testing of model outputs.
• Iteration, development and maintenance of should cost model templates and the business-critical fees and funding model.
• Communicating analysis, findings and insight to internal and external stakeholders of all levels in an accessible way, ensuring the team’s work has impact and drives evidence-based decision making. This includes both oral and written briefing.
• Continuous improvement within the FP&A function and supporting broader organisational development and financial maturity. This is likely to include upskilling on analytical software packages, delivering training across the organisation, and continuously improving our quality assurance and automation processes.

Person specification

The successful candidate must demonstrate the following essential criteria:

• CCAB/CIMA (or equivalent) qualified accountant with evidence of ongoing continuing professional development.
• Excellent written and verbal communication skills with an ability to explain financial and analytical information to a non-technical audience.
• Ability to analyse and interpret financial and non-financial information and impact assess the relevance of findings for a commercial context.
• Demonstrated experience in modelling principles and techniques, including quality assurance, risk analysis, and sensitivity testing.
• Ability to work on own initiative and under pressure with competing demands, to tight deadlines.
• Intermediate to advanced level Microsoft Excel skills.

The successful may demonstrate the following desirable characteristics:

• Experience within the civil service and handling of government budgetary arrangements, including Managing Public Money.
• An understanding of the purpose and development of should cost models.
• Knowledge or experience of options appraisal.
• Knowledge of activity-based costing methodology.
• Experience in a financial planning or financial analyst role.
• Experience using data analytics tools (e.g. Alteryx).
• Experience using data visualisation tools (e.g. Power BI).

Qualifications

CCAB/CIMA (or equivalent) qualified accountant with evidence of ongoing continuing professional development.

Behaviours

We'll assess you against these behaviours during the selection process:

• Seeing the Big Picture
• Making Effective Decisions
• Communicating and Influencing

Technical skills

We'll assess you against these technical skills during the selection process:

• Presentation based activity based on financial planning and analysis.

Benefits

Alongside your salary of £46,744, Companies House contributes £13,541 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.

We believe that our success is driven by the well-being and satisfaction of our team members at all levels of the organisation. At Companies House we’re committed to providing a comprehensive benefits package that goes beyond the ordinary, ensuring your career journey with us is not only fulfilling, but also rewarding. We pride ourselves on offering a quality work-life balance with our employee wellbeing being central to our working practices.

Head to Our benefits - Working for us - Recruitment (companieshouse.gov.uk) to find out more about the fantastic benefits package we have at Companies House.

We celebrate diversity...

As an equal opportunity employer, we celebrate diversity, being committed to ensuring we’re representative of the citizens we serve and creating an inclusive environment. Everyone in Companies House brings something different, and so will you. To fulfil our commitment to recruiting and attracting diverse talent we welcome applications from underrepresented groups. We also welcome applications from Welsh speakers.

We are proud to be a disability confident leader. Our recruitment process is fully inclusive and we can make adjustments as needed through our process. These could include having an interview buddy, extra time at interviews/assessments and receiving interview questions in advance, to name a few.

If you require any reasonable adjustments at application stage, or if you'd like to discuss any person-centred adjustments, please contact us by emailing recruitmentCH@companieshouse.gov.uk.

Read our 'Applying under the Disability Confidence Scheme (DCS)' guide to find out how to successfully complete an application under the Disability Confidence Scheme (DCS).

Where will you be working?

You will be aligned to our Cardiff office, where you will be expected to attend on a regular basis. We are currently using a hybrid approach to the way we work which provides opportunities for you to be adaptable in the way you work so that you can achieve a healthy balance between your work and home life. The degree of choice you have will depend on your role and your day-to-day work activities. Your manager will agree regular patterns of attendance with you, however you may be required to make yourself available to attend the office more frequently when required to meet business needs.

Things you need to know

Artificial intelligence

Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance (opens in a new window) for more information on appropriate and inappropriate use.

Selection process details

This vacancy is using Success Profiles (opens in a new window), and will assess your Behaviours, Experience and Technical skills.

In your application form we’d like you to:

1. Tell us about your employment history, including key responsibilities and achievements.
2. We’d like you to write a personal statement of 1250 words. We'd encourage you to use the full word count and to make it clear as you're giving us examples and evidence of the different elements of the essential minimum criteria.
3. We will be sifting looking through your employment history and personal statement for evidence of the essential minimum criteria - as this is what we're assessing at sift stage - which is:

• CCAB/CIMA (or equivalent) qualified accountant with evidence of ongoing continuing professional development.
• Excellent written and verbal communication skills with an ability to explain financial and analytical information to a non-technical audience.
• Ability to analyse and interpret financial and non-financial information and impact assess the relevance of findings for a commercial context.
• Demonstrated experience in modelling principles and techniques, including quality assurance, risk analysis, and sensitivity testing.
• Ability to work on own initiative and under pressure with competing demands, to tight deadlines.

Companies House uses a blended interview technique, allowing us to find out more about you. We use the Success Profile framework and at interview we will use Success Profiles assessing the Behaviours, experience and Technical Skills listed in the advert.

We’re committed to being diverse and inclusive, so please make your application anonymous by removing all identifying personal information (such as your name and age) from your personal statement.

Sift Stage:

• We’ll carry out a sift of applications. We may raise the score required at sift stage to progress to interview if we receive a high number of applications.
• At sift we may choose to take through the highest performing candidates to the next stage. If, after the final stage is completed and roles are unfilled, we will proceed to invite lower scoring candidates to interview.
• Successful candidates at sift will be invited to a virtual interview.

Interview Stage:

• There will be an activity as part of the interview - this will be assessing your skills and experience in financial planning. You will be asked to create a presentation using financial, panning and analysis on a case study. More information will be provided on this if invited to interview.
• The lead criteria to distinguish between tied candidates will be: Communicating and Influencing.
• A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles.
• If after interview you are not found appointable at the advertised grade you may be offered the lower grade role if you are considered to meet the skills, experience and behaviours for the lower level. The benchmark for appointing to the lower grade is set at the start of each campaign. All offers will be made in merit order.

Our recruitment process is underpinned by the principle of recruitment based on fair and open competition with decisions made on the basis of merit, as outlined in the Civil Service Commissioners’ Recruitment Principles.

Key Dates:

(dates are indicative only and could be subject to change)

• Closing date: 1st February 2026
• Sift/shortlist: w/c 2nd February 2026
• Interview dates: 12th February onwards

Sponsorship

Companies House cannot offer Visa sponsorship to candidates through this campaign. Companies House holds a Visa sponsorship licence but this can only be used for certain roles and this campaign does not qualify. Should you apply for this role and require sponsorship, your application may be rejected, and any provisional offers of employment withdrawn.

Feedback will only be provided if you attend an interview or assessment.

Security

Successful candidates must undergo a criminal record check.People working with government assets must complete baseline personnel security standard (opens in new window) checks.

Nationality requirements

This job is broadly open to the following groups:

• UK nationals
• nationals of the Republic of Ireland
• nationals of Commonwealth countries who have the right to work in the UK
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window)
• nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS)
• individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020
• Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service

Further information on nationality requirements (opens in a new window)

Working for the Civil Service

The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants.

We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window).The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.

Diversity and Inclusion

The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see theCivil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window).

Apply and further information

This vacancy is part of the Great Place to Work for Veterans (opens in a new window) initiative.The Civil Service welcomes applications from people who have recently left prison or have an unspent conviction. Read more about prison leaver recruitment (opens in new window).Once this job has closed, the job advert will no longer be available. You may want to save a copy for your records.

Contact point for applicants

Job contact :

• Name : Ieuan Pewtner
• Email : ipewtner1@companieshouse.gov.uk

Recruitment team

• Email : recruitmentch@companieshouse.gov.uk

Further information

We welcome applications in Welsh / Rydym yn croesawi ceisiadau yn y Gymraeg. Selection for appointment to the Civil Service is on merit, on the basis of fair and open competition, as outlined in the Civil Service Commission’s Recruitment Principles. In accordance with the Civil Service Commissioners’ Recruitment Principles, our recruitment and selection processes are underpinned by the requirement of appointment on the basis of merit by fair and open competition. If you feel your application has not been treated in accordance with the Recruitment Principles and you wish to make a complaint, you should contact infopoint@companieshouse.gov.uk in the first instance. If you are not satisfied with the response you receive you can contact the Civil Service Commission .

info@csc.gov.uk

Civil Service Commission, Room G/8, 1 Horse Guards Road SW1A 2HQ