Location
Blagdon
Department
Finance
Advertising Salary
Competitive Salary (Depending on Experience)
Advert Closing Date
08 Apr 2025

So, what will I be doing?

At Yeo Valley, we’ve been making delicious, organic dairy products for over 50 years. As a family-run business, we believe in doing things the right way – sustainably, ethically, and with people at the heart of what we do 

We are looking for a qualified accountant with a passion for data and reporting to join our Finance team as a Reporting and Forecasting Manager

You will support the Forecasting and Reporting team with responsibility for the group management reporting and forecasting including financial and impact measures.

Develop and drive forward our reporting and forecasting to ensure impact and finance reporting are reviewed and assessed alongside each other and the interaction between the two is understood.

This is a hybrid role split between the office and home, ideally 3 days a week minimum on site. 

Key responsibilities:

  • Responsible for consolidated monthly performance reporting and understanding the individual entity reporting
  • Be responsible for cash forecasting short and long term identifying cash risks and opportunities and work with wider business stakeholders to deliver on these
  • Work closely with the finance business partners and the business to ensure weekly and monthly reporting continue to align to our strategic priorities and drive the right decisions and behaviours. To also drive efficiencies into our reporting and forecasting process so as much as possible is centralised and completed consistently across the business.
  • To support the Head of Finance in finance project delivery
  • Co-ordinating weekly, monthly and yearly performance reporting
  • Consolidating the Strategic and Operational KPI reporting including all financial and non-financial metrics and working with wider business stakeholders to understand the implications of the reports and associated actions required
  • Organise, co-ordinate and run the annual budget and half yearly forecast process engaging with key business stakeholders highlighting and escalating the impact of changes during the process
  • Co-ordinate the annual refresh of the outer year forecast, liaising with the business owners to ensure understanding of the impact of their assumptions
  • Supporting the continual improvement into the impact reporting to ensure full business accountability and understanding of the key drivers to impact performance
  • Supporting continual improvement of the monthly rolling forecast process to provide a robust 18 month forecast, providing first level commentary on the cause of movements and risks and opportunities to the forecast.
  • Work closely with the financial integrity team to streamline month end reporting processes and ensure consistency in approach across the business units.
  • Provide cover for the financial integrity team where required
  • Responsible for capital project reporting
  • Provide business partnering support to select Central Departments

Sounds interesting, what do I need?

Essential:

  • Qualified accountant
  • Demonstrable experience reporting and forecasting for multiple companies across multiple long and short term objectives
  • Able to communicate confidently and effectively at all levels across the business and externally
  • Enthusiasm and drive to improve reporting processes and financial controls within the finance function and the wider business
  • Possess an up-to-date knowledge of technical accounting issues. accuracy and integrity
  • Significant team management experience and strong coaching skills to support and develop your team
  • Advanced excel skills
  • Willingness to adopt a flexible working approach, including regular travel between sites
Desirable:
  • Experience of FMCG manufacturing
  • Experience with Power BI, IFS

Why should I join the family?

We’re independent, British and proud to be making the highest quality yogurts, desserts and ice cream under the Yeo Valley brand and for many of the UK’s major retailers. Operating from four dairies and two logistics centres in Somerset and Devon, we employ over 1700 staff and produce more than 25% of the UK’s packaged yogurt.

We’re sure you don’t need convincing, but there’s a whole host of benefits that we offer including:

  • 25 days holiday allowance
  • 7% non-contributory pension scheme
  • life cover
  • healthcare cash back plan
  • cycle to work scheme
  • subsidised Yeo Valley products and services
  • preferential rates with our partners
  • annual bonus (as part of the Employee Benefit Trust, based on company performance for the year)
  • learning and development opportunities; we’re committed to ensuring all of our employees have the chance to grow

Our closing dates are a guide for when the application window should close, although we may close the advert sooner if we can. So, we recommend you get your application in straight away – and don’t miss the opportunity to join us!

Unfortunately, we’re not able to provide employment sponsorship to candidates at this moment in time.

Please note that Yeo Valley do not accept speculative agency applications; we will only accept applications from preferred suppliers that have been submitted to us via our recruitment portal at the point of instruction.

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