Financial Planning & Analysis Analyst

Cathedral Appointments Ltd; Plymouth; Sur place; GBP 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

Salary £45k-£50k

Permanent, full-time

Early finish on Fridays 12:30

Onsite in Plymouth

Résumé du poste

Cathedral Appointments Ltd is seeking a Financial Planning & Analysis Analyst to join a dynamic finance function on a permanent basis. Reporting to the FP&A Manager, you will support financial planning, budgeting, forecasting and performance analysis, providing meaningful financial insight to senior stakeholders across the organisation.

You will also contribute to finance transformation, improving reporting processes, developing planning systems and helping the business move towards a more

Qualifications

• Qualified or part-qualified accountant with ACA, ACCA or CIMA.
• Strong financial modelling and analytical skills, with advanced Microsoft Excel capability.
• Experience with FP&A or planning systems, Power BI, Power Query, ERP systems or data-driven reporting would be advantageous.

Responsabilités

• Support annual budgeting, forecasting and long-range planning, including rolling forecasts and scenario modelling.
• Produce monthly performance reporting and variance analysis across revenue, gross margin, operational costs and overheads.
• Develop FP&A reporting tools, dashboards and planning systems, supporting greater automation and standardisation of financial reporting.
• Prepare financial analysis and reporting for senior leadership while contributing to wider finance transformation, systems and data-quality initiatives.

Connaissances

Forecasting & budgeting

Financial modelling

Advanced Excel

Power BI

Formation

ACA/ACCA/CIMA

Outils

Power BI

Power Query

ERP systems

Description du poste

£45,000 - £50,000 | Onsite | Plymouth

Company Overview

Our client is an established organisation operating within a high-quality manufacturing environment. With a strong focus on performance, innovation and continuous improvement, the business is investing in its finance capabilities and developing a more technology-enabled, data-driven approach to financial planning and reporting.

Role Overview

We are looking for an ambitious Financial Planning & Analysis Analyst (FP&A Analyst) to join a dynamic finance function on a permanent basis. Reporting to the FP&A Manager, you will support financial planning, budgeting, forecasting and performance analysis, providing meaningful financial insight to senior stakeholders across the organisation.

Alongside core FP&A responsibilities, you will have the opportunity to contribute to finance transformation, improving reporting processes, developing planning systems and helping the business move towards a more automated and forward-looking finance environment.

Responsibilities of the Financial Planning & Analysis Analyst:

• Support annual budgeting, forecasting and long-range planning, including rolling forecasts and scenario modelling.
• Produce monthly performance reporting and variance analysis across revenue, gross margin, operational costs and overheads.
• Develop FP&A reporting tools, dashboards and planning systems, supporting greater automation and standardisation of financial reporting.
• Prepare financial analysis and reporting for senior leadership while contributing to wider finance transformation, systems and data-quality initiatives.

Requirements of the Financial Planning & Analysis Analyst:

• Qualified or part-qualified accountant with ACA, ACCA or CIMA, ideally with previous FP&A or financial analysis experience.
• Strong financial modelling and analytical skills, with advanced Microsoft Excel capability and confidence interpreting complex financial data.
• Proactive and inquisitive approach, with the ability to work effectively in a fast-paced and evolving business environment.
• Experience with FP&A or planning systems, Power BI, Power Query, ERP systems or data-driven reporting would be advantageous.

Benefits

• Competitive salary of £45,000 - £50,000.
• Permanent, full-time position.
• Monday to Friday working pattern.
• Early finish at 12:30pm every Friday.
• Opportunity to develop within a modern and evolving FP&A function.
• Exposure to finance transformation, planning technology and senior-level financial reporting.

Working hours:

07:30 - 16:30 Monday to Thursday and 07:30 - 12:30 Friday.

If you are an ambitious finance professional looking to progress your career in financial planning and analysis, this is an excellent opportunity to combine commercial finance, financial modelling and business partnering with systems and reporting development.

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.