Financial Planning & Analysis (FP&A) Manager

About this role

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.
You will report to the Finance & Commercial Director and work directly with the CFO and the Board,
with no direct reports initially. Within your first year you will own the preparation of the budget, the
rolling forecast, the monthly performance and Board packs, and the group cash flow model. The Group
Finance Manager owns month-end close, accounting policy, accruals and the statutory audit; you will
provide forecast and commercial inputs to the close, and work closely with them on reconciled
numbers.
This role suits someone with at least three years post-qualification experience who has done FP&A inside a
larger business, or a business that has scaled, and now wants the whole discipline rather than a slice of
it. You already use AI tools in your day-to-day work, you have opinions on where they help and where
they do not, and you are energised rather than alarmed by a business with ambitions to grow
substantially from its current level.
How the finance team uses AI today
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
1. 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
2. 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

3. Finance data, systems and AI

• Own the design, development and maintenance of a single, governed finance data warehouse,

bringing together Xero, Spendesk, Stripe and Releafs 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 Releafs 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
4. Commercial partnering

• Own unit economics and cohort analysis (CAC, LTV, retention) to support commercial and

marketing decisions

• Translate the numbers for…