Financial Planning Analyst

Trinity House Group; Birmingham; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Company pension scheme

Regular team events

Job summary

A leading company is seeking a newly qualified accountant for the FP&A Analyst role. This position offers the chance to work in a dynamic SaaS environment, delivering insightful analysis and partnering with various teams to influence strategic decisions. The ideal candidate will possess strong analytical skills and a detail-oriented mindset, contributing to business growth through effective reporting and analysis. Join a collaborative team that values insights and offers a hybrid working environment.

Qualifications

• 1-3 years’ experience in FP&A or related commercial finance role.
• Experience in a SaaS or fast-paced industry is ideal.

Responsibilities

• Prepare financial reports and dashboards for stakeholders.
• Perform monthly variance analysis on key P&L items.
• Support budgeting and forecasting processes.

Skills

Analytical Mindset

Communication

Problem-Solving

Education

Qualified Accountant (ACA / ACCA / CIMA)

Tools

Excel

Power BI

Tableau

Job description

This range is provided by Trinity House Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Trinity House Group

Business Manager | Finance - 07961 257412 [e-mail]

Are you a newly qualified accountant ready to step into a commercially focused, fast-paced environment? This FP&A Analyst role offers the chance to work at the heart of a high-growth SaaS business, partnering directly with teams across the organisation and influencing strategic decisions with insight-driven analysis.

This is a brilliant opportunity for someone with an eye for detail who also thrives on seeing the bigger picture – turning data into stories and numbers into action.

Job Summary

As FP&A Analyst, you’ll play a key role in delivering insightful reporting and analysis to support business growth. Sitting within a dynamic, forward-thinking team, you’ll collaborate closely with senior stakeholders – acting as a trusted advisor and commercial voice within finance.

This role is perfect for someone who is naturally curious, highly analytical, and looking to grow within a fast-paced and ever-evolving SaaS environment.

Key Responsibilities

• Reporting & Metrics: Prepare regular financial reports, dashboards, and SaaS performance metrics for internal and external stakeholders.
• Variance Analysis: Perform monthly variance analysis on key P&L items, identifying trends, risks, and opportunities.
• Budgeting & Forecasting: Support the preparation of annual budgets and long-term strategic plans.
• Business Partnering: Work closely with Sales, Marketing, and Operations to understand drivers of performance and support decision-making.
• Data Analysis: Translate financial and operational data into actionable insights that drive efficiency and profitability.
• Process Improvement: Support the evolution of FP&A tools, processes, and reporting capabilities.
• Ad Hoc Projects: Involvement in strategic initiatives including pricing reviews, marketing analysis, and performance deep-dives.

About You

• Qualified Accountant (ACA / ACCA / CIMA) with 1–3 years’ experience in an FP&A or related commercial finance role – ideally within SaaS or a fast-paced industry
• Advanced Excel and financial modelling skills; experience with tools like Power BI or Tableau is a plus
• Strong analytical mindset with the ability to simplify and communicate complex data
• Highly accurate and detail-focused, with an ability to manage multiple priorities
• Excellent communicator – able to build relationships and influence across functions
• Proactive problem-solver with a process improvement mindset
• Collaborative team player with a positive, can-do attitude

What’s in it for you?

• Hybrid working for better work-life balance
• Company pension scheme
• Regular team events, vibrant office culture, and a truly collaborative environment

If you're ready to move into a commercially impactful role where your insights will help shape business direction, let’s chat.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing
• Art/Creative

Industries

• Technology, Information and Media