Financial Planning Analyst

Gerrard White Consulting; England; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading financial services consultancy is seeking a Senior Finance Analyst to support its FP&A team. This role involves delivering management information, forecasts, and insights to aid decision-making. The ideal candidate is a qualified accountant (ACCA, ACA, or CIMA) with strong analytical skills and experience in financial planning and analysis. This position offers a dynamic work environment and opportunities for career advancement.

Qualifications

• Qualified Accountant (ACCA, ACA, or CIMA) with strong technical and analytical skills.
• Experience in FP&A, management reporting, or business partnering.
• Strong Excel modelling skills and experience with planning tools.

Responsibilities

• Support the preparation of budgets, forecasts, and long-range plans.
• Produce monthly management reporting packs with insights on performance.
• Work with business units to understand forecasts and budgets.

Skills

Technical and analytical skills

Strong Excel modelling skills

Excellent communication and presentation skills

Ability to interpret financial data into actionable insights

Education

Qualified Accountant (ACCA, ACA, or CIMA)

Tools

Anaplan

Power BI

Job description

Overview

Our client, a rapidly expanding financial services business, is hiring a Senior Finance Analyst within the FP&A team. You will play a key role in supporting the Group’s financial planning and analysis activities. You will be responsible for delivering high-quality management information, forecasts, and business insights that drive decision-making across the business. This role is ideal for a qualified accountant (ACCA, ACA, or CIMA) looking to build their career in a fast-paced environment.

Key Responsibilities

Planning & Forecasting

• Support the preparation of budgets, forecasts, and long-range plans across multiple entities.
• Maintain and improve financial models to support scenario planning and sensitivity analysis.
• Assist in consolidating group-wide forecasts and preparing variance analyses.

Reporting & Analysis

• Produce monthly management reporting packs with insightful commentary on performance vs. plan.
• Support the FP&A Manager in preparing board and divisional performance reports.
• Analyse key drivers of revenue, cost, and profitability to identify opportunities for improvement.

Business Partnering

• Work with business units to understand and challenge assumptions in forecasts and budgets.
• Provide ad hoc analysis to support strategic initiatives and commercial decision-making.

Systems & Process Improvement

• Support the development and maintenance of planning tools (e.g., Anaplan, Power BI).
• Identify opportunities to streamline reporting processes and improve data integrity.

What We’re Looking For

• Qualified Accountant (ACCA, ACA, or CIMA) with strong technical and analytical skills.
• Experience in FP&A, management reporting, or business partnering (Financial services experience desirable or from a large corporate business).
• Strong Excel modelling skills; experience with planning tools (e.g., Anaplan, Power BI, Vena) a plus.
• Commercial mindset with the ability to interpret financial data into actionable insights.
• Excellent communication and presentation skills, comfortable engaging with stakeholders at multiple levels.
• Highly organised, detail-oriented, and able to thrive in a fast-paced, dynamic environment.