Financial Planning and Reporting Analyst

Carter Jonas LLP; Peterborough; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading property consultancy in Peterborough is seeking a Financial Planning and Reporting Analyst for a 12-month contract to cover maternity leave. The ideal candidate will be part qualified in CIMA or ACCA, and possess strong analytical skills and attention to detail. This hybrid role requires commuting into the office 3 days a week. An attractive rewards package is offered, including flexibility and a competitive benefits scheme.

Benefits

Group pension

Flexible benefits

Generous annual leave

Qualifications

• Up-to-date knowledge of accounting standards.
• Experience in a professional service, corporate or LLP environment.
• Fully computer literate with a thorough understanding of MS Office programmes.

Responsibilities

• Calculate accruals, prepayments, depreciation, and post journals.
• Produce high-quality analysis providing insight into business performance.
• Support annual budgeting process.

Skills

Attention to detail

Analytical skills

Communication

Problem-solving

Education

Part qualified CIMA / ACCA or AAT qualified

Tools

Business Central

Jet

Power Pivots

Job description

Overview

Financial Planning and Reporting Analyst

As part of a continual drive to develop our finance team’s key function’s ability to add value, we are currently searching for a driven individual to join Carter Jonas as a financial planning and reporting analyst, based at our Peterborough office. This varied role requires a balance of collating KPI information as well as being part of the production process for monthly management accounts, budgets and forecasting. This is a 12-month fixed term contract to cover maternity leave.

Hybrid role — based in Peterborough. Please only apply if you’re able to commute into the office 3 days a week.

Responsibilities

• Working closely with the Senior Analyst to ensure accurate allocation of costs within the monthly management accounts. Calculation of accruals, prepayments and depreciation, plus posting of all relevant journals
• Producing high quality analysis that provides an insight into business performance
• Collating key forecast information in a timely and accurate manner from the business
• Supporting the annual budgeting process
• There is an ever increasing demand for accurate and timely information as well as developing and maintaining processes and procedures using up to date technology. The job holder will be required to take on a variety of tasks set by the Financial Controller and Financial Planning & Reporting Manager.

This list is not exhaustive and the role requires someone who is flexible and innovative in their approach.

What will it take to be successful?

We are seeking someone who is part qualified CIMA / ACCA, or AAT qualified looking to move onto a CIMA or ACCA qualification. You will have up-to-date knowledge of accounting standards, ideally with experience in a professional service, corporate or LLP environment. Experience using systems like Business Central and reporting tools such as Jet or Power Pivots would also be extremely advantageous.

It is crucial that you possess excellent attention to detail and accuracy, you will be enthusiastic and pro-active with strong numeral and written analytical skills. Excellent communication and strong interpersonal skills, a team worker with strong problem-solving ability. Fully computer literate with a thorough understanding of MS Office programmes including Excel, Word, and Outlook. Ideally, you will have gained substantial experience within a similar industry or reputable accountancy firm.

Rewards and Culture

We offer a highly competitive rewards package including group pension, flexible benefits, referral schemes and generous annual leave.

As an equal opportunity employer, we are dedicated to driving diversity and inclusion in the workplace. Learning and development is important to us; we encourage everyone to continue developing to optimise their performance and fulfil their potential. We have an agile flexible working policy; many of our team work flexibly, we would be happy to talk to you about how this could work for you. We enjoy what we do, and we do it well, which is why 80% of our business comes from repeat clients.

About us

Since 1855, Carter Jonas has grown to be one of the largest and most respected property consultancies in the UK with a network of 34 offices across England and Wales, employing more than 1,000 partners and employees.

Our tailored service and Simply Better Advice have enabled us to forge lasting, intelligent and trusting partnerships with our clients. These long-standing relationships are our most important and most closely protected asset. From private landowners to local authorities, pension funds to farmers – our universe of client experience is among the most varied in UK property.

We employ the very best people. We are a place where people want to work, and our culture is both collaborative and business minded. We have experts in every field who deliver long term advice that enhances our clients’ future prosperity.

Ahead of the curve, we are pioneering in the use of technology within the property industry, making Carter Jonas a hugely exciting place to work.

Our values

• Approachable – We treat every relationship with respect, integrity, and warmth
• Effective – We do what we say we will, we do it well and we are accountable
• Ambitious – We are ambitious for our clients and for our firm

We look to recruit individuals who represent our core values, but who can also demonstrate the six Carter Jonas competencies that are the foundation of our career pathways. These competencies will aide their personal development in the business, and comprise of :

• Communication - Ensures effective, clear, and relevant communications in support of business objectives
• People - Demonstrates leadership in conduct and effectively manages and develops people to optimise performance through others
• Business Development & Client Care - Ensures effective communication to facilitate excellent client care and collaboration and pursuing opportunities for increased business and profit mindful of the Firm’s heritage and values
• Use of Technology - Modern, Agile, Digital Employee
• Teamwork - Recognises the importance of working with others, to collaborate and co-operate to achieve business
• Personal Effectiveness & Productivity- Engage, promote, and adhere to compliance requirements including all internal processes and procedures which manage risk and enhance productivity.