Financial Planning Analyst

Vitae Financial Recruitment; Aylesbury; Hybrid; GBP 80,000 - 100,000; Part time

Job summary

A financial recruitment agency is seeking a Financial Planning Analyst for a 6-month contract based in Aylesbury. The role involves maintaining financial forecasts, assisting in business planning, and providing insights for senior leadership. The ideal candidate will be fully qualified (CIMA/ACCA/ACA) with strong financial analysis skills and the ability to communicate effectively across functions. This position offers a hybrid working model.

Qualifications

• Experience in financial planning and analysis within a fast-paced environment.
• Ability to work cross-functionally and present to senior stakeholders.
• Strong attention to detail and collaborative working style.

Responsibilities

• Support the Planning Manager in maintaining a rolling forecast.
• Assist with preparation of financial forecasts and business plans.
• Conduct analysis to support accurate cash forecasting.

Skills

Financial planning and analysis

Confident communication

Proactive and analytical

Education

CIMA/ACCA/ACA qualified

Job description

Overview

Financial Planning Analyst - 6-Month Contract

Location: Aylesbury, Buckinghamshire (Hybrid working)

Contract: Temporary - circa 6 months

Start Date: ASAP

Rate: Circa £350- £390p/day (Inside IR35)

Responsibilities

• Support the Planning Manager in maintaining a rolling forecast and updating statutory models including P&L, balance sheet, cash flow, and debt/interest.
• Assist with the preparation of financial forecasts and business plans through close collaboration with multiple departments and stakeholders.
• Perform scenario planning, what-if analysis, and contribute to the creation of high-quality presentation materials for senior leadership.
• Help enhance planning processes and key financial drivers in partnership with operational and wider finance teams.
• Contribute to the development and refinement of the company\'s cash flow model, reviewing assumptions and ensuring alignment with trading plans and payment cycles.
• Produce weekly cash flow reports for review and distribution to senior stakeholders including board members.
• Conduct analysis to support accurate cash forecasting and provide additional ad-hoc financial insight where required.

Ideal Candidate

• Experience in financial planning and analysis, ideally within a fast-paced or changing environment. Fully qualified (CIMA/ACCA/ACA).
• Confident communicator with the ability to work cross-functionally and present to senior stakeholders.
• Proactive and analytical, with a strong attention to detail and a collaborative working style.

This is a hybrid role, with a mix of remote and office-based work from the Aylesbury site. The business offers a welcoming and supportive team environment.

Vitae Financial Recruitment Ltd is acting as an Employment Business in relation to this vacancy