Financial Planning and Analysis Manager

FP&A Manager

Bupa Place (Salford Quays, M50 3SP)

Hybrid (1 day per week in the office)

Full time 37.5 Hours

Permanent

Salary from £55,500 per annum plus 10% annual bonus

Advert closes Friday 25th July 2025

We make health happen

Working in our UK support functions you’ll play a key part in helping our customer facing colleagues deliver exceptional standards of customer service and patient care. No matter your role, you’ll have an opportunity to do work that matters. Making a difference to the lives of our customers each and every day.

The Financial Planning & Analysis Manager is responsible for the internal business reporting and Financial MI provided to both the Clinics management teams but also for reporting up to the Bupa Global & UK Market Unit.

Leading a team of 2 Finance Analysts, the role is responsible for the timely production of management reporting for governance meetings both within the Clinics Management and as part of the wider BGUK and Health Services management. The role supports wider decision making across the Clinics management through the regular production of MI on daily performance, monthly trading and sales performance

How you’ll help us make health happen

You will:

• Develop the 3 year plan and ambition in line with the Bupa strategy.
• Develop and refine the production of robust forecasts/plans for BHC (P&L, balance sheet, cash flow and KPI’s). Ensure all inputs to the forecast/plan are aligned, fully reviewed and challenged and that accurately reflected in the accounting systems.
• Work closely with central & wider finance teams to ensure the financials (actual, forecast and plan; P&L, balance sheet, cashflow and KPIs) are correctly reported and included in the accounting systems and then appropriately reflected in all Management Reporting.
• Be responsible for the management reporting, being a key figure in understanding the underlying business dynamic behind the numbers and being a go-to-person for the business lines providing visibility on their financial performance.
• Ensure reporting is produced as efficiently as possible whilst maintaining a high standard of presentation and in line with required timescales.
• Develop and measure Sale Incentive Plans for the Clinics Salesforce, working closely with all HOD across each segment and Sales Director, producing quarterly packs on performance vs payments.
• Produce a Rolling Full Year Forecast and performance reporting (tracking costs and benefits against plan/forecast/business case) on a monthly basis.
• Demonstrate key stakeholder engagement and business challenge, providing appropriate financials insight.
• Under take ad hoc business partner support and project work as and when required

Key Skills & Qualifications needed for this role

• Qualified Accountant is required (ACA, ACCA or CIMA – please specify on your application
• Experience with FP&A is essential
• Highly competent in Excel and Power Point. Knowledge of Oracle, Peoplesoft and Compucare would be desirable but not essential.
• Experience in producing outputs for senior Management and Executive teams, including the ability to draw out and summarise key messages.
• Strong organisation, time management and stakeholder management skills
• Experience in preparing business cases, investment appraisals and modelling is desirable.
• Excellent analytical skills with attention to detail
• Strong interpersonal and communication skills with the confidence and ability to challenge where appropriate
• Must be flexible in their approach to work as individual and team workloads, responsibilities and associated priorities can alter at short notice.

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health – from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

• 25 days holiday, increasing through length of service, with option to buy or sell
• 10% Management bonus
• Bupa health insurance as a benefit in kind
• An enhanced pension plan and life insurance
• Onsite gyms or local discounts where no onsite gym available
• Various other benefits and online discounts

Why Bupa?

We’re a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose – helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to “Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That’s why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We’ll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.

If you require information regarding this role in an alternative format, please email: [email protected]