Financial Planning & Analysis Accountant

Team Jobs - Commercial; England; On-site; GBP 44,000; Full time

Job summary

A charitable housing association is looking for a Financial Planning & Analysis (FP&A) Accountant for a 6-month fixed-term contract. You will play a vital role in supporting financial health, enhancing reporting processes, and assisting with budgeting and financial analysis. The ideal candidate will have experience in financial planning, strong data interpretation skills, and proficiency in Power BI. This role offers a chance to collaborate with a dynamic finance team and make impactful contributions in a not-for-profit setting.

Benefits

Collaborative work environment

Opportunity for career development

Impactful role in decision making

Qualifications

• Proven experience in financial planning, analysis, and reporting, ideally within a Housing Association.
• Strong ability to interpret data and present insights clearly.
• Proficiency in Power BI or similar reporting tools.

Responsibilities

• Support the annual budgeting cycle and reforecasting processes.
• Enhance and automate monthly reporting with Power BI.
• Assist with month-end variance analysis and highlight insights.

Skills

Financial planning

Data interpretation

Power BI

Attention to detail

Financial modeling

Tools

Power BI

Job description

Overview

Job Title: Financial Planning & Analysis (FP&A) Accountant - 6 Month FTC
Location: Poole, Dorset
Hours: Full-Time
Salary: 43,699.50 per annum (pro rata)

We are working with a well-established South West-based charitable housing association to recruit an experienced Financial Planning & Analysis (FP&A) Accountant on a 6-month fixed-term contract. This is a fantastic opportunity to play a key role in supporting the organisation's financial health and strategic decision-making.

About the Role

As FP&A Accountant, you will be responsible for ensuring robust financial planning, providing insightful analysis, and supporting key business decisions across the organisation. Your work will have a direct impact on operational performance and long-term strategy.

Responsibilities

• Supporting the annual budgeting cycle and reforecasting processes to deliver accurate and robust financial plans.
• Enhancing and automating monthly reporting, moving from Excel to dynamic Power BI dashboards.
• Assisting the Finance Manager with month-end variance analysis, highlighting key insights and trends.
• Leading finance support for ad-hoc business case analysis and strategic decision-making.
• Preparing high-quality reports and translating complex financial data into actionable recommendations.
• Developing budgets, forecasts, and financial models to support scenario planning and operational decisions.

About You

• Proven experience in financial planning, analysis, and reporting, ideally within a Housing Association or multi-entity group.
• Strong ability to interpret data and present insights clearly to finance and non-finance colleagues alike.
• Proficiency in Power BI or similar reporting tools to automate and visualise financial data.
• Excellent attention to detail, with the ability to balance accuracy and strategic insight.
• Skilled in building and maintaining financial models for scenario planning and decision support.
• Strong knowledge of accounting principles and financial reporting standards.
• Proactive, solutions-focused, and able to support management with complex financial decisions.

Why Join Us

• Work with a collaborative, forward-thinking finance team.
• Make a real impact by helping shape operational and strategic decisions.
• Opportunity to develop and automate reporting processes using modern BI tools.
• Temporary role with potential to expand your experience in a dynamic not-for-profit environment.