Financial Analyst / Planner

Optimum Recruit Limited; North East; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading recruitment agency is seeking a Financial Analyst/Planner to join a client's team in the North East of England. This permanent role involves managing five-year planning and budgeting processes, analyzing pricing and profitability, and collaborating with finance teams to enhance financial performance. Ideal candidates should possess relevant accounting qualifications and strong experience in financial modelling and data analysis.

Qualifications

• Strong understanding of budgeting, forecasting, and financial modelling.
• Detailed understanding of commercial pricing structures and cost assumptions.
• Extensive experience with data analysis and advanced spreadsheet modelling.

Responsibilities

• Manage and consolidate the group's five-year planning, quarterly forecasting and annual budgeting.
• Analyze pricing, cost-of-sales and customer/product profitability for decision-making.
• Collaborate with teams to optimize margin analysis models.

Skills

Budgeting

Forecasting

Data analysis

Financial modelling

Commercial understanding

Education

Relevant accounting qualification (CIMA/ACCA/ACA)

Educated to degree level

Tools

Excel

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.

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 decision-making, planning and reporting.
• Collaborate with finance, commercial and operations teams to optimise margin analysis models and drive improvements in commercial and operational financial performance.
• Act as the central owner of sales to margin level data.

Qualifications and Experience

• 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.
• Relevant accounting qualification (CIMA/ACCA/ACA) and educated to degree level.

Employment Type

Permanent role for the right candidate.