Financial Planning & Analysis Analyst

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading provider of financial services in Jersey is seeking a detail-oriented Financial Planning & Analysis Analyst to join their team. You will support budgeting, forecasting, and financial reporting, ensuring accuracy across financial systems. The ideal candidate has strong analytical skills, proficiency in Excel, and may hold professional qualifications such as ACCA or CIMA. This role offers extensive training and a performance-driven bonus.

Benefits

Competitive salary

Performance-driven bonus

Comprehensive flexible benefits package

Extensive training and career advancement opportunities

Qualifications

• Experience in financial reporting, budgeting, and forecasting processes.
• Proficiency in advanced Excel for data analysis.
• Ability to present complex information to non-financial stakeholders.

Responsibilities

• Assist in preparing the annual budget and quarterly forecasts.
• Analyze variances between actual results and budget.
• Support management reporting including performance analysis.

Skills

Financial reporting

Budgeting

Forecasting

Data analysis

Strong communication

Education

ACCA, ACA, or CIMA qualifications

Tools

Microsoft Excel

SQL

NavOne

Job description

Overview

Our client is a prominent international provider of fund, corporate, and private wealth services, supporting a diverse array of industries worldwide. They are currently looking for a detail-oriented and highly motivated Financial Planning & Analysis Analyst to join their dynamic finance team based in Jersey. In this pivotal role, the successful candidate will support essential financial planning, budgeting, forecasting, and analysis activities, ensuring timely and accurate financial information crucial for informed decision-making. This role involves collaborating with senior stakeholders across the business to provide valuable insights into financial performance, thereby contributing to strategic initiatives and fostering business growth.

Job Duties

• Assist in the preparation and maintenance of the annual budget and quarterly forecasts.
• Prepare financial models, including revenue and expense projections, for strategic planning.
• Analyse variances between actual financial results and budget/forecast, identifying trends and actionable insights.
• Support the preparation of periodic management reporting, including performance analysis and financial summaries.
• Ensure data accuracy and integrity across various financial systems and reports.
• Monitor and report on business trends and performance indicators that impact profitability and operational efficiency.
• Act as a business partner with divisional management to ensure they comprehend their performance against the group's key KPIs.

Job Requirements

• Professional qualifications such as ACCA, ACA, or CIMA would be advantageous.
• Strong understanding of financial reporting, budgeting, and forecasting processes.
• Proficiency in Microsoft Excel, with advanced skills in data analysis, financial modelling, and reporting.
• Experience using NavOne is beneficial but not essential.
• Experience using SQL for data extraction and manipulation is beneficial but not required.
• Prior experience working within a finance function.
• Knowledge of financial regulations and accounting standards relevant to the fiduciary and fund services sector.
• Strong analytical skills with the ability to work with large volumes of data, identifying trends and key insights.
• Excellent communication skills with the ability to present complex financial information clearly and concisely to non-financial stakeholders.
• Strong attention to detail and a proactive problem-solving approach.

What You'll Love

This is an exciting opportunity to join a growing team and to develop innovative ways of working. You will have the chance to influence the evolution of business processes continually. In addition to a competitive salary, our client offers a performance-driven bonus, a comprehensive flexible benefits package, and extensive training and career advancement opportunities. If you are ready to take the next step in your career and make a meaningful impact, this role is for you! Apply today to embark on an enriching career journey with them.

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