Financial Planning Analyst

SRM Recruitment; Colchester; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A leading company in the financial sector is seeking an FP&A Analyst for a 15-month contract in Colchester. This role is pivotal in delivering strategic financial insights and participating in critical financial analysis, including budgeting and forecasting. The position offers remote working options and a generous benefits package, making it an attractive opportunity for finance professionals.

Benefits

Generous rewards package

25 days holiday plus bank holidays

Health Cash Plan and wellbeing support

Enhanced parental leave

Retail cashback and discounts

Life insurance and personal accident cover

Qualifications

• Part-qualified or qualified in accounting or finance (e.g., ACCA, CIMA, ACA).
• Proficient in budgeting, forecasting, and financial modelling.
• Strong analytical capabilities with attention to detail.

Responsibilities

• Deliver accurate and insightful financial analysis for management and reporting.
• Lead budgeting, forecasting, and long-range planning cycles.
• Collaborate to develop actionable recommendations based on financial data.

Skills

Analytical capabilities

Budgeting

Forecasting

Financial modelling

Excel

Communication skills

Collaboration

Education

Part-qualified or qualified in accounting or finance (ACCA, CIMA, ACA)

Tools

Power BI

TM1

Adaptive Insights

Job description

FP&A Analyst

15 month Contract

Colchester ( 1 / 2 days in the office)

£45,000 - £50,000

This Financial Planning & Analysis (FP&A) Analyst role is critical in delivering strategic financial insight and supporting data-driven decision-making. You’ll partner across the business to analyse performance, forecast results, and provide clear, actionable recommendations which will guide my client towards sustainable growth and success.

Key Responsibilities in Financial Planning, Analysis, and Reporting

• Deliver accurate and insightful financial analysis for management and stakeholder reporting.
• Lead the budgeting, forecasting, and long-range planning cycles for the business or assigned business units.
• Monitor financial and operational performance against targets, identifying key variances and drivers.
• Collaborate with internal teams to develop actionable commentary and recommendations based on financial data.
• Support ad hoc projects and scenario modelling to enable informed decision-making.
• Design, improve, and automate reporting tools and dashboards.
• Drive continuous improvement in financial processes and controls.
• Ensure all financial planning activities are in line with the values of transparency and sustainability.

Skills and Experience Required for FP&A Roles

• Part-qualified, recently qualified, or qualified by experience in accounting or finance (e.g. ACCA, CIMA, ACA, or equivalent).
• Proficient in budgeting, forecasting, and financial modelling.
• Strong analytical capabilities with high attention to detail.
• Advanced Excel skills; familiarity with business intelligence and planning tools (e.g. Power BI, TM1, Adaptive Insights) is desirable.
• Excellent written and verbal communication skills, able to tailor messaging for different audiences.
• Ability to present complex information in a clear, engaging way.
• Collaborative approach with a can-do attitude and a focus on continuous improvement.

The Benefits:

• Be part of an open, inclusive and supportive culture, championing diversity and flexibility.
• Generous rewards package, including competitive salary dependent on experience.
• Remote working options to encourage a healthy work-life balance.
• 25 days holiday (increasing after two years), plus bank holidays (& your birthday off!).
• Health Cash Plan, Wellbeing support, confidential helpline, and counselling services.
• Enhanced parental leave, adoption, and paternity pay.
• Retail cashback, discounts, and cycle to work/electric car schemes.
• Life insurance and personal accident cover.