Financial Planning Analyst

Medlock Partners Ltd; Lancashire; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A financial services company in Bury is seeking a motivated Financial Planning Analyst. This hybrid role offers a salary of up to £40k DOE and excellent career development opportunities. Ideal for candidates with prior accounting experience, strong analytical skills, and a proactive approach. The successful candidate will support forecasting processes and work closely with senior stakeholders in a collaborative environment.

Benefits

Study support for ACCA/CIMA/ACA

Hybrid working (3 days in the office, 2 days from home)

Collaborative environment

Qualifications

• Currently working as an Assistant Accountant or in a similar role.
• Strong understanding of double entry and core accounting principles.
• Financial modelling experience is a plus.

Responsibilities

• Support the preparation of monthly and quarterly forecasts.
• Perform analysis and provide insight on key drivers of performance.
• Help improve forecasting accuracy, assisting with process enhancements.

Skills

Analytical skills

Attention to detail

Advanced Excel skills

Communication skills

Proactive approach

Education

Part-qualified or actively studying towards ACCA/CIMA/ACA

Tools

Power BI

Job description

Financial Planning Analyst (FP&A) / Bury / Permanent - up to £40k DOE / Hybrid

We are looking for a highly motivated Financial Planning Analyst to join a thriving business in the Bury area.

This is an excellent opportunity for someone currently operating at Junior FP&A level or an Assistant Accountant / Senior Accounts Assistant who is eager to make the move into an FP&A focused role.

The successful candidate will play a key part in the forecasting process and will provide financial analysis to support business decisions. You ll need a good foundation in technical accounting, an understanding of double entry, and an appreciation of how the P&L and Balance Sheet contribute to the broader financial picture.

This is a developmental role, working with mentors who will invest in you, and is therefore ideal for someone looking to grow within FP&A and take on increasing responsibility as the business evolves post-acquisition. You ll be working in a collaborative and fast-paced environment with great exposure to senior stakeholders.

Key Responsibilities

• Support the preparation of monthly and quarterly forecasts
• Assist in the creation of budget templates and financial models (training can be provided)
• Perform analysis and provide insight on key drivers of performance
• Collaborate with operational teams to understand and challenge business inputs
• Help improve forecasting accuracy, assisting with process enhancements and better data use
• Contribute to ongoing process improvement initiatives within the finance function
• Present findings and reports to finance and non-finance stakeholders

Candidate Requirements

• Currently working as an Assistant Accountant or in a similar role
• Highly analytical with excellent attention to detail
• Strong understanding of double entry and core accounting principles
• Advanced Excel skills (e.g. PivotTables, VLOOKUPs, IFs, SUMIFS); financial modelling experience is a plus, as is Power BI, but not essential as training and development will be provided
• Confident communicator, comfortable engaging with stakeholders across all levels
• Enthusiastic and proactive approach with a strong desire to develop within FP&A
• Part-qualified or actively studying towards ACCA/CIMA/ACA (study support provided)
• Manufacturing sector exposure would be advantageous

Benefits

• Excellent career development opportunity in FP&A
• Study support for ACCA/CIMA/ACA
• Hybrid working (3 days in the office, 2 days from home)
• A collaborative environment with a focus on continuous improvement
• Exposure to a dynamic, growing business with a positive welcoming culture