Finance Planning & Analysis Analyst - 12 Month Ftc

Optegra Eye Health Care; United Kingdom; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Salary up to £55,000

Matched pension

33 days annual leave

Flexible working

Funded training

Annual STAR awards

Blue Light Card

Private Healthcare

Cycle to work

Job summary

Optegra Eye Health Care is seeking an experienced Finance Planning & Analysis Analyst to join the finance team on a 12-month fixed-term contract with hybrid working. The role focuses on month-end reporting, variance analysis and presenting insights to non-financial stakeholders.

The successful candidate will possess strong accounting experience, Excellent Excel skills, and familiarity with Power BI. Pharmaceutical/healthcare SSC background is a plus, and the package includes generous annual

Qualifications

• Must have accounting experience in a fast-paced environment.
• Accounting qualification or near-qualified is preferred.
• Minimum 2-3 years experience in accounting.
• Good motivation and negotiation skills are essential.
• Strong Excel skills and experience with Power BI desirable.
• Experience in a Shared Services Centre (SSC) is advantageous.

Responsibilities

• Ensure accurate month-end reporting and variance analysis with stakeholders.
• Meet all month-end deadlines and produce timely packs.
• Produce weekly KPI reporting for Leadership team.
• Prepare Month End P&L reports and related metrics as needed.
• Cross-charge Hospital resources and time/materials costs.
• Prepare FTE files for use by FP&A team and other analyses.
• Assist with month-end pack and presentation materials.

Skills

Accounting experience

2-3 years accounting

Motivation & negotiation

SSC environment experience

Tools

Power BI

Excel

AI modelling

HFM/Hyperion

SAP

Job description

Finance Planning & Analysis Analyst - 12 month FTC

Optegra has an exciting new job opportunity for an experienced Finance Planning & Analysis Analyst to join our amazing and dedicated finance team. This is a great opportunity to join a forward-thinking business and benefit from our fantastic comprehensive benefits package, along with fully funded training and development programs. This is a full-time, 12-month fixed-term contract (FTC) offering hybrid working.

Company Overview

Optegra Eye Healthcare has been proudly recognised as one of 115 Best Big Places to Work 2025 as awarded by the Sunday Times. We are committed to creating an exceptional working environment where our people thrive. Join us and be part of a team that values your growth, wellbeing, and contribution every step of the way. Here are some of our amazing benefits:

Benefits

We are rated as a ‘great place to work’ and here are some of our amazing benefits:

• Generous salary which is reviewed annually. This role pays up to £55,000 dependent on experience
• Generous matched pension contributions
• 33 days annual leave inclusive of bank holidays
• Flexible working and SMART working schemes – because we believe in work life balance
• Funded training and development – because we believe in our people
• Celebrating your anniversaries – because we value loyalty and commitment
• Annual STAR awards
• Blue Light Card (amazing discounts online and on the high street)
• Free laser eye treatment for you and 20% discount for friends and family
• Private Healthcare, 24/7 GP appointments, free Physio and counselling for your wellbeing
• Enhanced maternity and paternity leave
• Cycle to work scheme and season ticket loan

The Role

The FP&A analyst is a new key role in order to manage all aspects of month end reporting and variance analysis with support from the Head of FP&A and Financial Accounts Manager

This role requires high integrity, good accounting discipline and excellent Excel and MS office skills to ensure effective, efficient and accurate reporting.

A key differentiator is explaining the numbers and variances to non financial stakeholders and creating relationships with key members of staff within the Business, to promote working together and World Class Service.

Key Responsibilities:

• Ensuring accuracy and communication consistently, professionally and in a timely manner
• Ensuring all month end deadlines are met.
• Weekly Business KPI reporting – issued to the Leadership team
• Month End P&L reporting- potentially adding cash, capex and other key metrics as the reporting evolves over time
• Cross charging for Hospital resources and time and materials costs
• Preparation of FTE files for use by other FP&E team as bsis of their analysis
• Assistance with month end pack and presentation preparation
• Procedures reporting and analytics by clinic
• Revenue mix reporting
• Other duties as required.

What You’ll Need

• Must have Accounting Experience; ideally working in a quick paced business
• Accounting/Finance qualification recently qualified or exceptional part- qualified candidate, with preference to one with higher qualification.
• Minimum 2-3 Years of experience in accounting
• Good motivation skills and negotiation skills.
• Good Excel Skills
• Power BI and AI/modelling skills highly desirable
• HFM, Hyperion and SAP knowledge desirable.
• Experience of working in a Shared Services Centre (SSC) environment.

Optegra is proud to be an inclusive business where you can enjoy the career you want, without changing the person you are. We’re welcoming to all, working together as a supportive team, respecting the uniqueness of every individual we work with.

Closing date:

We may close this vacancy once we have received sufficient applications.