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Financial Planning & Analysis (FP&A) Manager

ReleafUnited Kingdom only

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Releaf (www.releaf.co.uk) is an innovative, regulated online medical cannabis clinic serving 20,000+ patients. We specialise in the fast, efficient delivery of high-quality medication and exceptional patient care. We are a company of around 170 people, and we are building the finance function that will take the business to its next stage of scale.

We are an AI-first finance team. We have rolled out Claude across the finance function, and it is already part of how we produce Board packs, investor updates, analysis and reviews. We are looking for someone who will take that further, not someone we need to convince.

Role overview

We are hiring an FP&A Manager to own financial planning, forecasting and performance reporting across the group. This is the first dedicated FP&A role at Releaf . A target plan and commercial models are already in place. You will take ownership of their preparation, develop them into a full driver-based planning model, and set the standard for how planning and reporting work as we scale.

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Financial Planning & Analysis (FP&A) Manager at Releaf · web2ua

Claude is in daily use across the finance team. Current uses include:
Board packs: drafting and reviewing commentary, checking the numbers tie through, and challenging the narrative before it goes to the Board
Investor updates: building investor materials and update packs from the underlying model
Analysis and modelling: variance analysis, cohort and unit economics work, scenario modelling and model review
Contracts and commercial: first-pass review of supplier, manufacturing and commercial agreements, with the risks flagged for a human decision
Operational finance: reconciliations, month-on-month file comparisons, working papers and data clean-up
The FP&A Manager will be expected to use these tools from the first week, and to make them a standard, documented part of how planning and reporting get done.
Key responsibilities
Planning, budgeting and forecasting
Own the development process and preparation of the annual budget and the quarterly re-forecast, built on business drivers
Own the preparation and reporting of the rolling three-month revenue and gross margin forecast, and be accountable for its accuracy
Own the preparation of the group cashflow forecast, including working capital, stock purchasing and intercompany flows across the Group
Support the Finance & Commercial Director on target-setting, and report performance against both budget and target
Build scenario and sensitivity analysis into the planning process so the Board sees a range, not a single line
Performance reporting and the Board pack
Own the production of the monthly performance reporting pack end to end — revenue, gross margin, cost of sales, overheads, cash and the operational KPIs that drive them
Prepare the monthly Board pack and slide deck, including commentary, for review and sign-off by the Finance & Commercial Director. Use AI to speed up drafting and review, while remaining accountable for the accuracy of every number
Own the monthly cost of sales analysis and the margin bridge — price, volume, mix, discount, freight and fulfilment
Report on the commercial performance of the international entities as they become material
Issue a mid-month flash on revenue, gross margin and cash ahead of the full pack
Support investor updates with consistent, reconciled numbers and clear narrative
Finance data, systems and AI
Own the design, development and maintenance of a single, governed finance data warehouse, bringing together Xero, Spendesk, Stripe and Releaf s ERP, so the finance team can use reliable data in reporting, analysis and AI models. This includes data quality, reconciliation to the ledger, access controls and the exclusion or anonymisation of patient-identifiable data
Own the implementation and management of AI initiatives across the finance team. Set the roadmap with the Finance & Commercial Director and CFO, build AI into planning and reporting, and deliver reusable workflows, including prompts for variance commentary, the flash, pack review, reconciliations and data preparation. Train the team and measure the time released and accuracy gained
Lead the automation of reporting across Xero, Spendesk, Stripe and Releaf s own ERP, replacing manual consolidation with something that runs
Working with the Group Finance Manager, identify where AI can remove manual effort from the close and reporting cycle, deliver it, and measure the time it releases
Set and apply sensible guardrails for AI use in finance — human review of outputs, a clear audit trail, and the right handling of commercially sensitive and patient-related data in a regulated healthcare business
Map and upgrade the end-to-end planning and reporting workflow; document controls, assumptions, AI workflows and change logs
Commercial partnering
Own unit economics and cohort analysis (CAC, LTV, retention) to support commercial and marketing decisions
Translate the numbers for non-finance leaders, and be willing to challenge them
Support the Finance & Commercial Director on departmental cost analysis and budgeting for
Marketing, Clinic, Operations and IT
Contribute to business cases and investment appraisal
Help colleagues outside finance get more from AI for their own reporting and analysis

A trusted planning model. A driver-based budget and rolling three-month revenue and gross margin forecast that the Board uses to make decisions, with forecast accuracy measured and reported every month.
A Board and management pack that runs like clockwork. The monthly performance and Board packs land on a fixed date.
Full cash visibility. A group cashflow forecast that gives the Board a reliable view of cash and working capital across the Company.
A finance data and AI foundation. A governed data warehouse in live use, manual consolidation removed, and documented AI workflows with the hours they release measured.
Requirements
Essential
Fully qualified ACA, ACCA or CIMA with at least three years post-qualification experience
Demonstrable ownership of budgeting, forecasting and management or Board reporting — not support of someone else's
Demonstrable production of Board packs and presentation of financial performance to senior leadership, with clear, decision-focused commentary
Advanced Excel: driver-based modelling, including with large datasets. You should be able to build a three-statement or driver model from scratch
Hands-on, current experience of using AI tools such as Claude, ChatGPT or Microsoft Copilot in your own finance work — for example drafting Board or management commentary, building and checking models, analysing large datasets, reviewing documents or automating reporting. You will be asked to walk us through real examples at interview
Sound judgement on AI output: you know where it is reliable, where it is not, and you check before you rely on it
A track record of building or materially improving a reporting process, ideally through automation and AI
Experience structuring and managing finance data for reporting or analytics
Evidence that your analysis has changed a decision, with the number attached
Confident communicating with and challenging senior non-finance stakeholders
Comfortable with incomplete data and imperfect systems, and inclined to go and fix them
Desirable
Experience building repeatable AI workflows rather than one-off prompts — shared prompt libraries,
AI connected to finance systems or data, or AI-assisted automation of a reporting cycle
SME or scale-up experience — you will recognise the difference between a process that is broken and one that has simply not been built yet
Multi-entity or group reporting
Xero, Spendesk, Stripe; Power BI or equivalent; SQL or Python
Stock, cost of sales or supply-chain-intensive experience
Healthcare, pharmacy, e-commerce or another regulated sector, including handling sensitive data responsibly
Involvement in an ERP or reporting system implementation

Financial Planning & Analysis (FP&A) Manager

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Role overview

Financial Planning & Analysis (FP&A) Manager

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Role overview

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