Financial Planning & Analysis Accountant

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

Job summary

A reputable charitable housing association in Poole is seeking a Financial Planning & Analysis Accountant for a 6-month fixed-term contract. This role involves supporting financial planning, reporting, and strategic decision-making. The ideal candidate will have strong financial analysis skills, experience with Power BI, and the ability to convert complex data into insights. This is a chance to make a real impact in a collaborative finance team.

Benefits

Collaborative team environment

Opportunity for impact

Experience in not-for-profit sector

Qualifications

• Proven experience in financial planning and analysis.
• Strong ability to present insights to finance and non-finance colleagues.
• Excellent attention to detail and ability to prioritize tasks.

Responsibilities

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

Skills

Financial planning

Data interpretation

Power BI

Attention to detail

Financial modeling

Accounting principles

Solutions-focused

Tools

Power BI

Job description

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.

• 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.

INDCP