Finance & Planning Analyst — Budgeting & Forecasting

University of Essex; Colchester; On-site; GBP 26,000 - 38,000; Full time

Job summary

The University of Essex in Colchester invites applications for a detail‑focused Finance, Planning and Data Insight role to support high‑quality budgeting, forecasting and financial planning across the faculty. You will develop and maintain financial models, analyse variances and lead key month‑end and year‑end activities.

You should have an AAT qualification (or studying towards) or equivalent experience, plus experience in financial administration or accounting support, knowledge of accounting

Qualifications

• AAT qualification (or studying towards) or equivalent workplace experience.
• Experience in financial administration or accounting support.
• Knowledge of accounting systems and core financial processes.
• Excellent attention to detail and strong Excel/IT skills.
• Confidence interpreting, analysing and presenting financial information.
• Ability to prioritise workload and work effectively with colleagues.
• Optional experience includes financial analysis, budgeting or forecasting, financial modelling skills, or experience in a higher‑education or complex organisation.

Responsibilities

• Support budgeting, forecasting and financial planning processes.
• Develop and maintain financial models to inform decision‑making.
• Analyse variances, identify trends, risks and opportunities.
• Lead on maintaining faculty cost codes, including set‑up and closure.
• Oversee scholarships and Bench fees, ensuring accurate forecasts and correct processing of income and expenditure.
• Lead month‑end processes and support year‑end activity.
• Ensure compliance with financial policies, procedures and controls.

Skills

Financial administration

Accounting systems

Financial processes

Excel

Attention to detail

Financial analysis

Data presentation

Prioritization

Team collaboration

Education

AAT qualification (or studying towards) or equivalent workplace experience

Job description

The University of Essex in Colchester invites applications for a detail‑focused Finance, Planning and Data Insight role to support high‑quality budgeting, forecasting and financial planning across the faculty. You will develop and maintain financial models, analyse variances and lead key month‑end and year‑end activities.

You should have an AAT qualification (or studying towards) or equivalent experience, plus experience in financial administration or accounting support, knowledge of accounting