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Financial Planning & Analysis Manager
Heartwood Collection
Financial Planning & Analysis Manager
Heartwood Collection
Full Time
2
Years
Experience
To be discussed
Financial Planning & Analysis Manager
Heartwood Collection
Full Time
2
Years
Experience
To be discussed
Skills
Financial PLanning & Analysis
Description
Financial Planning and Analysis Manager: The Role:
We are looking for an ambitious and commercially minded individual to join our Finance team as Financial Planning & Analysis Manager on an initial six-month fixed-term contract. The role will be based at our Head Office in Teddington, Middlesex, conveniently located right next to the train station.
This is a great opportunity for someone looking to continue developing their career within a high performing and collaborative finance function. As a relatively small team, cultural fit and a willingness to work closely with others across the business are incredibly important to us.
The role will report into the Head of Financial Planning & Analysis and will also work closely with the CFO and wider senior leadership team across all functions. The successful candidate will support the delivery of financial reporting, forecasting and analysis across the business, while partnering with department heads to provide timely and insightful analysis that supports strong strategic decision making.
This is an exciting opportunity to join an ambitious, private equity backed growth business and gain exposure to a broad range of commercial and operational activities. The role offers regular interaction with senior stakeholders and the chance to play an important part in supporting the continued growth of the Group.
We are looking for someone who is curious, proactive and keen to make a positive impact. The role would suit an individual who is comfortable working with structured data and analysis, while also able to navigate pace, change and occasional ambiguity with confidence and a collaborative approach.
Financial Planning and Analysis Manager: Areas of Responsibility
Business Partnering
- Building strong relationships with department heads to support commercially sound and financially informed decision making.
- Delivering timely and accurate reporting and analysis to help optimise performance across departments.
Menu Development and Margin
- Supporting regular menu modelling work alongside the senior Finance team and Procurement.
- Assisting with monthly margin analysis and identifying key trends impacting performance.
- Contributing insight and analysis during monthly margin review meetings.
- Supporting commercial analysis across supplier and cost areas to help manage expenditure effectively.
Budgets and Forecasting
- Supporting budgeting and forecasting processes across the Group, working closely with the Head of Financial Planning & Analysis and CFO.
- Assisting with the preparation of budget packs and presentations for internal and external stakeholders.
- Maintaining and updating budget data throughout the year, including support with new site openings and investment activity.
Board Reporting and Commercial Analysis
- Supporting the monthly board reporting process, helping coordinate reporting inputs from department heads into a central board report.
- Working with senior stakeholders to provide analysis that supports commercial decision making and wider business strategy.
Analysis and Reporting
- Supporting the delivery of weekly and monthly reporting processes, including reporting on sales, margin and labour costs.
- Attending regular meetings to report on key sales metrics and factors impacting performance, while supporting department heads with sales driving actions.
Investments and Ad Hoc Analysis
- Working on investment appraisals for new site opportunities, including financial and demographic analysis.
- Providing ad hoc analysis and commercial support across the business as required.
Financial Planning and Analysis Manager: The Ideal Candidate
- Qualified accountant with relevant post qualification experience, ideally Big Four trained.
- Previous experience within a financial planning, analysis or commercial finance role, with strong attention to detail.
- Strong analytical capability with the ability to interpret data and translate it into clear commercial insight.
- Strong Excel skills and confidence working with large volumes of data.
- Confident communicator with the ability to build effective relationships across different areas of the business.
- Commercially minded, with an interest in understanding the wider strategic drivers of the business.
- Experience managing multiple workstreams and delivering high quality output to tight deadlines.
- Organised and adaptable, with the ability to manage changing priorities and work to deadlines in a fast paced environment.
- Proactive and self motivated, with a willingness to take ownership and contribute positively within a collaborative team.
- Previous experience in the following areas would be beneficial, although not essential:
- Tableau
- Multi site businesses
- Hospitality sector
- Private equity backed businesses
Financial Planning and Analysis Manager: What’s in it for you:
- Competitive salary
- Head Office Bonus ( up to 10% of salary )
- Six-Month Fixed Term Contract
- The Pantry – 100s of retailers and experience discounts through Reward Gateway
- Private Healthcare through Bupa
- 50% off food in all Heartwood Collection sites
- Friends and Family discount of 20% off food at all Heartwood Collection sites
- Discounted Rooms at our Inns
- Enhanced Maternity & Paternity package
- 25 days of holiday plus bank holidays (prorata)
- Additional holiday- option to buy an extra 5 days holiday per year
- Refer a Friend Bonus up to £1500
- A thoughtful gift to celebrate your birthday
- Employee Assistance Program with Hospitality Action
- Cycle to Work Scheme
- Instant access to pay you have already earned through EarlyPay
Company Overview
Heartwood Collection operates within the premium casual dining market in the UK and is home to two award winning hospitality brands: Heartwood Inns and Brasserie Blanc.
Heartwood Inns is a quality pub dining and rooms offer. The business focuses on creating welcoming, characterful pubs that sit at the heart of their local communities, combining seasonal food, thoughtful design and warm hospitality. Particular emphasis is being placed on pubs with rooms, which represents a significant and exciting area of growth for the Group. By the end of 2026, Heartwood Collection expects to be operating in excess of 300 bedrooms, extending the offer beyond dining into relaxed, high quality stays.
Alongside this, Brasserie Blanc remains a highly valued and established part of the Group. Founded by Raymond Blanc over three decades ago, it is one of the most respected restaurant brands in the sector, known for its commitment to seasonal French cooking, consistency and genuine hospitality. The brand has recently undergone a considered rebrand that honours its heritage while bringing renewed clarity and contemporary relevance, reinforcing its long term strength and appeal.
The company was acquired by Alchemy Partners, a one billion pound fund, in February 2022 and is on a clear and ambitious growth journey. Heartwood Collection currently owns 50 sites and forecasts to triple profits through a programme of new site openings. This growth will position the Group as one of the fastest growing hospitality businesses in the UK, underpinned by strong brands, a disciplined strategy and a clear focus on long term value creation.
Financial Planning and Analysis Manager: The Role:
We are looking for an ambitious and commercially minded individual to join our Finance team as Financial Planning & Analysis Manager on an initial six-month fixed-term contract. The role will be based at our Head Office in Teddington, Middlesex, conveniently located right next to the train station.
This is a great opportunity for someone looking to continue developing their career within a high performing and collaborative finance function. As a relatively small team, cultural fit and a willingness to work closely with others across the business are incredibly important to us.
The role will report into the Head of Financial Planning & Analysis and will also work closely with the CFO and wider senior leadership team across all functions. The successful candidate will support the delivery of financial reporting, forecasting and analysis across the business, while partnering with department heads to provide timely and insightful analysis that supports strong strategic decision making.
This is an exciting opportunity to join an ambitious, private equity backed growth business and gain exposure to a broad range of commercial and operational activities. The role offers regular interaction with senior stakeholders and the chance to play an important part in supporting the continued growth of the Group.
We are looking for someone who is curious, proactive and keen to make a positive impact. The role would suit an individual who is comfortable working with structured data and analysis, while also able to navigate pace, change and occasional ambiguity with confidence and a collaborative approach.
Financial Planning and Analysis Manager: Areas of Responsibility
Business Partnering
- Building strong relationships with department heads to support commercially sound and financially informed decision making.
- Delivering timely and accurate reporting and analysis to help optimise performance across departments.
Menu Development and Margin
- Supporting regular menu modelling work alongside the senior Finance team and Procurement.
- Assisting with monthly margin analysis and identifying key trends impacting performance.
- Contributing insight and analysis during monthly margin review meetings.
- Supporting commercial analysis across supplier and cost areas to help manage expenditure effectively.
Budgets and Forecasting
- Supporting budgeting and forecasting processes across the Group, working closely with the Head of Financial Planning & Analysis and CFO.
- Assisting with the preparation of budget packs and presentations for internal and external stakeholders.
- Maintaining and updating budget data throughout the year, including support with new site openings and investment activity.
Board Reporting and Commercial Analysis
- Supporting the monthly board reporting process, helping coordinate reporting inputs from department heads into a central board report.
- Working with senior stakeholders to provide analysis that supports commercial decision making and wider business strategy.
Analysis and Reporting
- Supporting the delivery of weekly and monthly reporting processes, including reporting on sales, margin and labour costs.
- Attending regular meetings to report on key sales metrics and factors impacting performance, while supporting department heads with sales driving actions.
Investments and Ad Hoc Analysis
- Working on investment appraisals for new site opportunities, including financial and demographic analysis.
- Providing ad hoc analysis and commercial support across the business as required.
Financial Planning and Analysis Manager: The Ideal Candidate
- Qualified accountant with relevant post qualification experience, ideally Big Four trained.
- Previous experience within a financial planning, analysis or commercial finance role, with strong attention to detail.
- Strong analytical capability with the ability to interpret data and translate it into clear commercial insight.
- Strong Excel skills and confidence working with large volumes of data.
- Confident communicator with the ability to build effective relationships across different areas of the business.
- Commercially minded, with an interest in understanding the wider strategic drivers of the business.
- Experience managing multiple workstreams and delivering high quality output to tight deadlines.
- Organised and adaptable, with the ability to manage changing priorities and work to deadlines in a fast paced environment.
- Proactive and self motivated, with a willingness to take ownership and contribute positively within a collaborative team.
- Previous experience in the following areas would be beneficial, although not essential:
- Tableau
- Multi site businesses
- Hospitality sector
- Private equity backed businesses
Financial Planning and Analysis Manager: What’s in it for you:
- Competitive salary
- Head Office Bonus ( up to 10% of salary )
- Six-Month Fixed Term Contract
- The Pantry – 100s of retailers and experience discounts through Reward Gateway
- Private Healthcare through Bupa
- 50% off food in all Heartwood Collection sites
- Friends and Family discount of 20% off food at all Heartwood Collection sites
- Discounted Rooms at our Inns
- Enhanced Maternity & Paternity package
- 25 days of holiday plus bank holidays (prorata)
- Additional holiday- option to buy an extra 5 days holiday per year
- Refer a Friend Bonus up to £1500
- A thoughtful gift to celebrate your birthday
- Employee Assistance Program with Hospitality Action
- Cycle to Work Scheme
- Instant access to pay you have already earned through EarlyPay
Company Overview
Heartwood Collection operates within the premium casual dining market in the UK and is home to two award winning hospitality brands: Heartwood Inns and Brasserie Blanc.
Heartwood Inns is a quality pub dining and rooms offer. The business focuses on creating welcoming, characterful pubs that sit at the heart of their local communities, combining seasonal food, thoughtful design and warm hospitality. Particular emphasis is being placed on pubs with rooms, which represents a significant and exciting area of growth for the Group. By the end of 2026, Heartwood Collection expects to be operating in excess of 300 bedrooms, extending the offer beyond dining into relaxed, high quality stays.
Alongside this, Brasserie Blanc remains a highly valued and established part of the Group. Founded by Raymond Blanc over three decades ago, it is one of the most respected restaurant brands in the sector, known for its commitment to seasonal French cooking, consistency and genuine hospitality. The brand has recently undergone a considered rebrand that honours its heritage while bringing renewed clarity and contemporary relevance, reinforcing its long term strength and appeal.
The company was acquired by Alchemy Partners, a one billion pound fund, in February 2022 and is on a clear and ambitious growth journey. Heartwood Collection currently owns 50 sites and forecasts to triple profits through a programme of new site openings. This growth will position the Group as one of the fastest growing hospitality businesses in the UK, underpinned by strong brands, a disciplined strategy and a clear focus on long term value creation.
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Financial Planning & Analysis Manager
Full Time
2
Years
Experience
To be discussed
Skills
Financial PLanning & Analysis
Cairns House, Ground Floor 10 Station Road, Teddington, TW11 9AA, United Kingdom