Financial Planning Analyst

Investigo; England; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading financial consultancy in the United Kingdom seeks a Financial Planning Analyst to support accounting activities while transitioning into FP&A. This hybrid role is perfect for a recently qualified accountant (ACA/ACCA/CIMA) looking to develop analytical and commercial skills. Key responsibilities include managing accounting activities, budgeting, forecasting, and conducting financial analysis. The position offers a generous bonus scheme and excellent long-term career progression.

Benefits

Hybrid working

Generous bonus scheme

Excellent long-term progression

Qualifications

• Must be a recently qualified accountant (ACA/ACCA/CIMA).
• Strong technical accounting skills essential.
• Ability to adapt into a more analytical, commercially focused role.

Responsibilities

• Support the Financial Controller in day-to-day accounting activities.
• Assist in month-end and year-end close processes.
• Conduct margin analysis to drive profitability.

Skills

Strong technical accounting skills

Attention to detail

Intermediate/advanced Excel

Excellent communication skills

Stakeholder management skills

Education

Recently qualified accountant (ACA/ACCA/CIMA)

Job description

Due to continued growth my Herts based client with a superb culture and Hybrid working is hiring a newly created role as Financial Planning Analyst.

Whilst reporting into the Financial Controller with a dotted line into Commercial Finance you initially support the Finance function across broad accounting duties and in time your focus will switch to FP&A and Commercial Finance, making this the perfect step into industry for a practice qualified accountant looking to go the decision support route.

Key Responsibilities:

• Support the Financial Controller in broad day-to-day accounting activities.
• Management Accounting.
• Assist with month-end and year-end close processes.
• Deliver ad hoc accounting projects as required.

• Support budgeting and forecasting processes.
• Conduct margin analysis and provide insights to drive profitability.
• Contribute to financial modelling and scenario planning.
• Investment Appraisal
• Ad-hoc Analysis

Candidate Profile:

• Recenty qualified accountant (ACA/ACCA/CIMA)
• Strong technical accounting skills with attention to detail.
• Ability to adapt and grow into a more analytical, commercially focused role.
• Intermediate/advanced Excel
• Excellent communication and stakeholder management skills.

Package includes: Hybrid working, generous Bonus scheme, excellent long term progression.