Financial Planning Analyst

Vitae Financial Recruitment; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A well-regarded financial recruitment firm is seeking a Financial Planning Analyst for a 6-month hybrid contract in Aylesbury. The role involves financial forecasting, scenario planning, and collaboration with multiple departments. Ideal candidates will be CIMA/ACCA/ACA qualified with experience in financial planning analysis and strong communication skills. The team offers a supportive environment and flexible working conditions.

Qualifications

• Experience in financial planning and analysis, ideally in a fast-paced environment.
• Confident communicator able to work cross-functionally.
• Proactive and analytical with attention to detail.

Responsibilities

• Support the Planning Manager with forecasting and updating models.
• Assist in preparing financial forecasts and business plans.
• Perform scenario planning and contribute to presentation materials.
• Enhance planning processes and align financial drivers.
• Develop and refine cash flow model with accurate assumptions.
• Produce weekly cash flow reports for senior stakeholders.
• Conduct analysis to support accurate cash forecasting.

Skills

Financial planning and analysis

Communication

Analytical skills

Attention to detail

Collaboration

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 350-390 per day (Inside IR35)

We7re partnering with a well-regarded organisation to recruit a Financial Planning Analyst on a temporary basis (approximately 6 months). This is a fantastic opportunity for a commercially minded finance professional to join a collaborative team and support key forecasting and planning activities during a period of high business activity.

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 / Qualifications

• 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.

Location & Company

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.