Financial Planning Analyst

Saxon Weald; Horsham; Hybrid; GBP 55,000 - 60,000; Full time

Benefits offered by this job

27 days annual leave + bank holidays

Excellent employer pension

Life assurance 4x salary

Cashback on medical expenses

Employee Assistance Programme

Gym discounts & cycle to work

Loyalty scheme for long service

Hybrid working

Job summary

Saxon Weald seeks a Financial Planning Analyst in Horsham to influence strategic and investment decisions using financial data. You will report to the Financial Planning & Treasury Manager and build models, forecasts and dashboards to inform long-term planning and performance insights.

We value ACA/ACCA/CIMA qualifications and strong Excel/reporting skills. The role supports treasury activities and financial controls while promoting value-for-money across the organisation.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA or equivalent.
• Experience in financial, business or commercial analysis.
• Able to build financial models and interpret large datasets.
• Advanced Excel skills and experience with reporting tools.
• Knowledge of financial controls and governance.
• Experience in social housing is advantageous.

Responsibilities

• Produce clear financial, operational and asset performance analysis to support strategic and business decisions.
• Develop financial models, forecasts and scenario analysis to inform business planning and investment.
• Support the development of our long-term business plan.
• Analyse the performance of our housing stock to support and inform investment and strategic decisions.
• Support transformation projects, development opportunities and major investment appraisals.
• Provide benchmarking, value-for-money and performance insight to identify opportunities for improvement.
• Develop dashboards, management information and reporting tools that make data accurate, accessible and useful.
• Help improve data quality, reporting processes, financial controls and audit trails across the organisation.
• Support treasury activity, including cashflow forecasting, liquidity planning and covenant monitoring.

Skills

Financial analysis

Forecasting

Advanced Excel

Financial modelling

Data interpretation

Education

ACCA/ACCA/CIMA

Tools

Reporting tools

Job description

Financial Planning Analyst

37 Hours Per Week

£55,000 - £60,000 per annum

Horsham, West Sussex

Want to use your financial expertise to influence the decisions that really matter?We’re looking for a qualified accountant with a sharp analytical mind to join usas our new Financial Planning Analyst. This is a varied role where your insight will help shape strategic and investment decisions across Saxon Weald. Reporting to the Financial Planning & Treasury Manager, you’ll use financial, operational and asset data to help us understand how our homes, services and investments are performing, identify opportunities for improvement and support our long-term financial sustainability.

What you’ll be doing

• Produce clear financial, operational and asset performance analysis to support strategic and business decisions.
• Develop financial models, forecasts and scenario analysis to inform business planning and investment.
• Support the development of our long-term business plan.
• Analyse the performance of our housing stock to support and inform investment and strategic decisions.
• Support transformation projects, development opportunities and major investment appraisals.
• Provide benchmarking, value-for-money and performance insight to identify opportunities for improvement.
• Develop dashboards, management information and reporting tools that make data accurate, accessible and useful.
• Help improve data quality, reporting processes, financial controls and audit trails across the organisation.
• Support treasury activity, including cashflow forecasting, liquidity planning and covenant monitoring.

What you’ll bring

You’ll be a qualified accountant, holding an ACA, ACCA or CIMA qualification, with experience in financial, business or commercial analysis. You’ll be confident building financial models, interpreting large datasets and presenting clear findings and recommendations to different audiences. You’ll also bring:

• Strong knowledge of financial analysis, forecasting and performance reporting.
• Experience of business planning, investment appraisal and scenario modelling.
• Advanced Excel skills and confidence using reporting tools.
• The ability to manage competing priorities and meet deadlines.
• A constructive approach to challenge, with the confidence to influence decisions through evidence and insight.
• An understanding of financial controls, governance and value-for-money principles.
• Experience working in social housing would be an advantage, but is not essential

What we can offer

• 27 days annual leave plus bank holidays
• Excellent employer pension contributions, 3x your contributions up to 12%
• Life assurance 4x annual salary.
• Cashback on day to day medical expenses up to £1300 (limits apply for each category)
• Leading Employee Assistance Programme, gym discounts & cycle to work scheme
• Loyalty scheme for long-serving colleagues including increased annual leave
• Hybrid working available

About Saxon Weald

Saxon Weald's purpose is to enable positive life chances by providing safe and secure homes. We are passionate about delivering an excellent customer experience and wish to employ great people who are committed to our values. We have around 7000 homes

We’re dedicated to creating a fair, inclusive environment where everyone feels they can be themselves. We recognise the value that a diverse workforce brings, and the different perspectives that colleagues from a range of backgrounds can bring. We therefore especially encourage applications from those who may be underrepresented in our organisation, including people from minority ethnic backgrounds, and LGBTQIA+ individuals.

As a disability-confident employer, we are fully supportive of any workplace adjustments that can be made to our recruitment process to give you a fair chance at sharing your skills and experience with us. To discuss further, please contact [e-mail]

Please note:

While we understand that using artificial intelligence (AI) can be helpful when preparing your CV, we ask that you answer all application questions yourself. This helps us get a genuine sense of your experiences and ideas, so we can get to know you as an individual.

We reserve the right to call candidates to interview or withdraw this vacancy at any time prior to the closing date if there is a good level of response. Therefore, we recommend you submit your application as soon as possible.