Financial Planning Analyst

JR United Kingdom; City Of London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial institution based in Japan is seeking a Financial Planning and Reporting Analyst - AVP to join their team on a contract basis. The role involves supporting various internal planning initiatives, creating financial reports, and monitoring KPIs. Candidates should possess knowledge in corporate finance and have proficiency in PowerBI and Excel, working collaboratively across departments.

Qualifications

• Knowledge of Corporate Finance & Project Finance desirable but not essential.
• Some knowledge of financials and accounting.
• Ability to work on multiple tasks under pressure.

Responsibilities

• Support Internal Planning Unit with day-to-day responsibilities.
• Create and maintain reports using PowerBI, Tableau, Excel.
• Monitor financial performance against KPIs.

Skills

Corporate Finance

Project Finance

PowerBI

Excel

Tools

Microsoft products

Job description

Social network you want to login/join with:

Financial Planning Analyst, london (city of london)

col-narrow-left

Client:

Location:

london (city of london), United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

2

Posted:

16.06.2025

Expiry Date:

31.07.2025

col-wide

Job Description:

Financial Planning and Reporting Analyst - AVP

London/Hybrid

Contract to 30/04/2026

Day rate from £400 via Umbrella Company

Our commitment is to provide equal opportunity regardless of, for example, your gender, age, ethnicity, disability, sexual orientation or beliefs. We also engage with employers to develop programmes and pathways that embrace diverse talent and promote more inclusive employment worldwide through partnerships and other initiatives. We recognise and celebrate the value of difference and how it makes us faster, smarter and more innovative than our competition.

My client is one of the largest financial institutions headquartered in Japan, with an established presence across all consumer and corporate banking businesses. Through its subsidiaries and affiliates, they offer a diverse range of financial services, including commercial banking, leasing, securities, credit card, consumer finance and other services.

They are looking for a Financial Planning and Reporting Analyst - AVP to join the team on a contract to end of April 2026. You will be working Monday to Friday, 9am to 5pm with the needs for out of hours requirement during busy periods.

Purpose of Job

• Supporting the various members of the Internal Planning Unit with the day to day responsibilities
• Take an active role in the various projects undertaken by the team
• Assist with the customer profitability initiative
• Create and maintain numerous reports using PowerBI, Tableau, Excel or other database systems

Background

• The role sits within the Internal Planning Unit, reporting into the Head of the team.
• The team has a wide range of functions but primarily are responsible for
• Checking, collating and reporting the financial performance of the department against various Key Performance Indicators to various internal and external stakeholders
• Managing the departments pipeline of transactions to ensure no limit or budget breaches
• Supporting the information and reporting requirements of front office staff for credit and financial crime applications
• Paying and monitoring all expense related invoices
• Represent the department in numerous Bank wide projects
• Supporting the Asset Sale Program
• Know Your Customer applications and reviews
• Customer Data Maintenance

Accountabilities & Responsibilities

• Acting as point of contact for Planning Team to provide help, guidance and advice mainly for pipeline and asset monitoring
• Collaborate and liaise with Management, Relationship Managers, F&C and STPD members
• Prepare, manage and coordinate regular Planning Reporting, Weekly, Monthly, other. This would include but not be limited to:-EMEA Meeting materials: Sustainable Finance pipeline report, KPI report, Financial Projections, Deal Pipeline, Deal of the Month, Key Initiatives, Good Control, Double Count Applications, Self-Assessment materials
• HO reporting
• Executive Committee materials: Main slides, Asset Projector
• Assembles ad hoc reports as requested by manager
• Monitor and maintaining information at Power BI
• Work with other team members to maintain ISD Microsite
• Assist with profitability improvement initiatives

Knowledge, Skills, Experience & Qualifications

• Some knowledge of Corporate Finance & Project Finance desirable but not essential
• Some knowledge of financials and accounting
• PowerBI and other Microsoft products desirable
• The ability to work on multiple tasks in parallel under pressure and to time constraints with significant changes.
• The ability to work well with colleagues in multiple roles across EMEA and other regions.

Candidates must show evidence of the above in their CV to be considered.

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.