Financial Analyst / Planner

Optimum Recruit Limited; Newton Aycliffe; On-site; GBP 45,000 - 60,000; Full time

Job summary

A recruitment agency is seeking a Financial Analyst/Planner to manage the group's financial planning, including budgeting and forecasting. The ideal candidate will have strong experience in financial modelling and analytical methodologies, along with a relevant accounting qualification. This permanent position is based in Newton Aycliffe, UK.

Qualifications

• Strong technical and commercial understanding of budgeting and forecasting.
• Detailed understanding of commercial pricing structures and cost assumptions.
• Extensive experience with Excel and advanced spreadsheet modelling.

Responsibilities

• Manage and consolidate the group's five-year planning and quarterly forecasting.
• Analyse pricing and customer/product profitability for business reporting.
• Collaborate with teams to optimise financial performance.

Skills

Budgeting and forecasting

Financial modelling

Data analysis

Excel expertise

Education

Relevant accounting qualification (CIMA/ACCA/ACA)

Degree level education

Job description

Overview

We are currently looking to recruit a Financial Analyst / Planner, to join our client's team on a permanent basis.

This role involves managing and consolidating the group's five-year planning, quarterly forecasting and annual budgeting processes, as well as group-wide responsibility for analysing pricing, cost-of-sales and customer/product profitability to gross margin level, to support business decision-making, planning and reporting. The role will collaborate with finance, commercial and operations teams to optimise margin analysis models to drive improvements in plant commercial and operational financial performance, as well as being the central owner of sales to margin level data.

The ideal candidate will have strong technical and commercial understanding of budgeting, forecasting, performance tracking and financial modelling, a strong knowledge of supply costs and processes, a detailed understanding of commercial pricing structures and cost assumptions that support bid processes, extensive experience with Excel, data analysis and advanced spreadsheet modelling, hold relevant accounting qualification (CIMA/ACCA/ACA) and be educated to degree level.

Permanent role for the right candidate

Responsibilities

• Manage and consolidate the group's five-year planning, quarterly forecasting and annual budgeting processes.
• Analyse pricing, cost-of-sales and customer/product profitability to gross margin level to support business decision-making, planning and reporting.
• Collaborate with finance, commercial and operations teams to optimise margin analysis models to drive improvements in plant commercial and operational financial performance.
• Act as the central owner of sales to margin level data.

Qualifications

• Strong technical and commercial understanding of budgeting, forecasting, performance tracking and financial modelling.
• Strong knowledge of supply costs and processes.
• Detailed understanding of commercial pricing structures and cost assumptions that support bid processes.
• Extensive experience with Excel, data analysis and advanced spreadsheet modelling.
• Hold a relevant accounting qualification (CIMA/ACCA/ACA).
• Educated to degree level.