Business Analyst Planning & Forecasting

ZipRecruiter; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a highly motivated Business Analyst to join their investment team. This pivotal role involves driving informed business decisions through insightful analysis and a deep understanding of financial planning and forecasting. You will collaborate with Finance and Technology teams to enhance business processes and ensure data integrity. This position offers the chance to work on high-impact projects that influence strategic decisions, with opportunities for professional development in a supportive and flexible environment. If you are driven and eager to make a difference, this role is perfect for you.

Benefits

Flexible working arrangements

Professional development opportunities

Collaborative team environment

Qualifications

• Proven experience as a Business Analyst, ideally in financial services or consulting.
• Strong background in requirements gathering and data analysis.
• Experience supporting planning and forecasting functions.

Responsibilities

• Lead the elicitation and documentation of business requirements.
• Analyse and model business processes, identifying areas for improvement.
• Support financial planning and forecasting cycles.

Skills

Business Analysis

Requirements Gathering

Business Process Mapping

Data Analysis

Financial Planning

Forecasting

Communication Skills

Education

Professional Qualifications (CBAP, PMI-PBA, CIMA, ACCA)

Tools

Excel

Power BI

SQL

Anaplan

Oracle PBCS

Job description

Job Description

My FTSE 100 Client is urgently recruiting for a highly motivated Business Analyst (Planning & Forecasting) to join their business investment team. This role plays a critical part in driving informed business decisions through insightful analysis and a deep understanding of financial planning, forecasting, and investment evaluation - especially in relation to cash flows and long-term financial strategies.

As a key liaison between Finance, Strategy, and Technology teams, you will help shape and improve business processes, data integrity, and analytical frameworks to enable better decision-making across the organisation.

Key Responsibilities

• Lead the elicitation and documentation of business requirements across cross-functional teams.
• Analyse and model business processes, identifying areas for improvement and streamlining.
• Support financial planning and forecasting cycles, ensuring alignment with strategic goals.
• Provide analytical insight into cash flow, investment appraisals, and long-term financial projections.
• Collaborate closely with Finance and Technology teams to deliver data-driven solutions.
• Develop and maintain process models, data flow diagrams, and business cases.
• Ensure accuracy and consistency of data used for forecasting and reporting.
• Facilitate workshops and meetings with stakeholders to gather requirements and present findings.

Required Skills & Experience

• Proven experience as a Business Analyst, ideally within financial services, consulting, or corporate finance.
• Strong background in requirements gathering, business process mapping, and data analysis.
• Experience supporting planning and forecasting functions, particularly involving cash flow and investment modelling.
• Solid understanding of financial principles and business performance drivers.
• Proficiency with analytical and reporting tools (e.g. Excel, Power BI, SQL, or similar).
• Familiarity with planning platforms (e.g. Anaplan, Adaptive Insights, Oracle PBCS) is a plus.
• Excellent communication skills, with the ability to engage both technical and non-technical stakeholders.

Desirable Attributes

• Strong problem-solving mindset with a keen attention to detail.
• Comfortable working in a fast-paced, dynamic environment.
• Ability to work independently while contributing to a wider team strategy.
• Professional qualifications (e.g. CBAP, PMI-PBA, CIMA, ACCA) or equivalent experience.

Why Join Us?

• Work on high-impact projects that influence strategic decisions.
• Be part of a collaborative, forward-thinking team.
• Opportunities for professional development and career growth.
• Flexible working arrangements and a supportive work environment.

This role is inside IR35, there is some flexibility in terms of rate depending on skills and experience, my Client will want someone on site in central London on a weekly basis.If you feel you have the skills and experience we are looking for, please send an up to date CV for an immediate response and more information on a fantastic opportunity with a great Client.