Commercial Financial Planning Analyst (FP&A) – Business Partnering & Analysis

JR United Kingdom; Bolton; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading provider of specialist education is seeking a Commercial Financial Planning Analyst in Bolton. This role involves financial planning and analysis, serving as a strategic partner to management, while offering flexible working arrangements. The successful candidate will possess strong Excel and communication skills, with a path to significant professional growth in a supportive environment.

Benefits

Life Assurance

Pension scheme

Wellbeing support services

Family Growth Support

Health and wellbeing benefits

Electric Car Purchase Scheme

Critical illness cover

Qualifications

• Studying towards or completed a relevant accounting qualification.
• Advanced Excel skills for data manipulation.
• Ability to present complex data visually.

Responsibilities

• Lead month-end reporting and analysis.
• Manage the budgeting process.
• Build strong relationships with senior leaders.

Skills

Excel

Communication

Interpersonal skills

Management accounting

Data visualisation

Education

CIMA / ACCA / ACA qualification

Tools

Microsoft Office

Power BI

Access Dimensions

Job description

Commercial Financial Planning Analyst (FP&A) – Business Partnering & Analysis, Bolton

Client:

Outcomes First Group

Location:

Bolton, UK

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

Job Description:

We are proud to be recognized as a ‘Great Place to Work’ for the fifth consecutive year in 2024.

This role offers flexible working arrangements, with 80% of contractual hours paid for 100% of the time, subject to probation.

Job Title: Commercial Financial Planning Analyst (FP&A) – Business Partnering & Analysis

Salary: £40,000 to £50,000 per annum

Hours: 37.5 hours/week, Monday to Friday, 9:00am - 5:00pm

This position involves providing financial planning, analysis, and reporting to support business performance and growth. The analyst will act as a strategic partner to senior management, offering financial insights to drive decision-making.

Key Responsibilities:

• Lead month-end reporting and analysis, delivering timely and accurate financial results.
• Analyze financial results, highlight variances, and provide insights.
• Collaborate with stakeholders to monitor and improve site financial performance.
• Ensure financial KPIs are accurately reported, highlighting key trends.
• Communicate performance effectively to the business, fostering accountability.
• Manage the month-end query tracker and support process improvements.
• Work with the Business Intelligence team to automate reporting and analysis tools.

Budget and Forecasting:

• Lead the budgeting process, ensuring alignment with strategic goals and timelines.
• Support finance partners across the group in budgeting activities.
• Maintain consistent financial models for budgeting and forecasting.
• Assist in implementing automation for reporting and budgeting systems.

Stakeholder Management:

• Build strong relationships with senior leaders and operational teams.
• Serve as the main finance contact for queries.
• Provide financial training and guidance to senior leaders.

Experience, Skills & Qualifications:

• Studying towards or completed a relevant accounting qualification (CIMA / ACCA / ACA).
• Advanced Excel skills for data manipulation and presentation.
• Proven ability to influence financial outcomes and work with operational managers.
• Strong communication and interpersonal skills.
• Ability to present complex data visually for senior stakeholders.
• Management accounting experience.
• Proficiency in Microsoft Office; experience with Power BI and Access Dimensions is advantageous.

About Outcomes First Group:

Leading provider of specialist education in the UK, supporting neurodivergent children and young people.

Our Vision & Mission:

Empowering children through personalized, innovative education and support.

Benefits:

• Life Assurance
• Pension scheme with options to increase contributions
• Wellbeing support services
• Family Growth Support and enhanced leave policies
• Health, wellbeing, and discount benefits
• Electric Car Purchase Scheme
• Critical illness cover

We are committed to safeguarding and promoting the welfare of children and young people. All applicants will undergo social media checks and a DBS check.

Please apply via the 'Apply now' button. For more information, visit our blog.