Financial Planning Analyst

E-zec Medical Transport Services Ltd.; Leeds; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading medical transport company in Leeds is seeking an FP Analyst to support finance and operations with planning and analysis. The role involves monitoring financial performance, creating budgets and forecasts, and collaborating with stakeholders. Offered as a hybrid position with excellent benefits including study support for professional qualifications.

Benefits

33 days holiday (including BH's)

Option of study support towards a professional accountancy qualification

Pension Scheme

Income protection

Life Assurance

24/7 online/telephone GP Consultation

Mental health consultations

Flu vaccination

Qualifications

• Experience in financial analysis and reporting.
• Advanced Excel skills including V-lookups and pivot tables.
• Experience with PowerBI for report creation.

Responsibilities

• Monitor financial performance and report on key business KPIs.
• Provide FP&A support on new bids and budget preparation.
• Assist in developing budgeting and forecasting processes.

Skills

Excel

PowerBI

Presentation skills

Analytical skills

Problem solving

Communication

Education

Part-qualified accountant

Job description

We have a fantastic opportunity for an FP Analyst to join our team based at our Head Office in Leeds.

As a Financial Planning Analyst you will supporting the finance, operational and other functional teams with planning & analysis, as well as working with external stakeholders of the business.

This is a key role supporting the regional Head Of/Directors in understanding the financial position of the contracts within their region. The role is responsible for analysing and monitoring the company’s performance, creating budgets / forecasts and identifying any variances between the plan and actuals. Alongside the core activities, the FP&A will provide input to the commercial agenda, working with the commercial team to produce pricing models for upcoming tenders.

This is a hybrid role with travel to head office or operational locations as required.

Benefits for the role include:

• 33 days holiday (including BH's).
• Option of study support towards a professional accountancy qualification.
• Pension Scheme.
• Income protection.
• Life Assurance.
• 24/7 online/telephone GP Consultation and access to prescriptions.
• 2nd opinion medical support following diagnosis or where a colleague is on a treatment pathway.
• Cash-plan benefits, providing colleagues the option of protecting themselves in case of illness and recuperation, including dental, optical, chiropody.
• Access to mental health consultations.
• Access to physiotherapy consultations.
• Access to legal advice on domestic issues e.g. motoring offences, wills and probate, and personal injury.
• Financial guidance re retirement planning, tax savings and state benefits.
• Long Service Recognition Scheme – recognising colleagues for their continued service after 5- and 20-years’ service.
• Values-based Internal Recognition Scheme with financial reward, which will lead to an annual recognition event.
• Refer a Friend recruitment incentive scheme with financial rewards.
• The EMED foundation, to provide support to colleagues and our local communities.
• Blue Light Card access
• EAP (Employee Assistance Programme) to support a range of health and wellbeing requirements.
• Flu vaccination (through an internal campaign in Autumn/Winter).

Main responsibilities:

• Monitor financial performance of contracts and report on key business KPIs.
• Provide FP&A support on new bids.
• Prepare, analyse, and communicate key financial information and provide support to management and other staff members regarding FP&A reporting and other related issues.
• Assist the Head of FP&A in developing fit-for-purpose processes and templates for budgeting, forecasting and financial performance monitoring.
• Assist with budget preparation, monthly latest best estimates, financial planning processes and budget review for compliance and opportunities.
• Completes ad hoc projects and duties as required.
• Assist with reporting developments in Sage & PowerBI.
• Assist with build of budget templates & pricing model.
• Quarterly NHS reporting.
• Lead on uploading statistical accounts.

To be considered as a FP Analyst, you will need:

• Experience – A confident individual keen to develop and grow within a thriving business. Not afraid to challenge status quo and make suggestions for change.
• Presentation skills of financial results and confident articulation of financial concepts to non-finance people are a must.
• Excel skills - Advanced knowledge of Excel to produce reports and analysis. V-lookups, If statements and pivot tables are essential.
• PowerBI skills – previous experience of using PowerBI to create reports to be used by non-finance people.
• Technical skills – Part-qualified accountant or qualified through experience This role will include the option of study support towards a professional accountancy qualification.
• Organisational skills – Personal efficiency and ability to prioritise competing demands (and those of others), thriving when working under pressure and time constraints.
• Communications skills – Ability to clearly communicate across a range of stakeholders, manage diverse personalities and viewpoints and quickly build relationships and collaborate with others.
• Trust – Unafraid of giving opinions and expertise where required along with having the highest level of integrity.
• Problem Solver – Strong analytical and problem-solving skills with an instinct for what makes a transactional function successful.
• To be able to travel – the is a hybrid role with travel to head office or operational locations as required.
  

About Us

The exciting merger of ERS Medical and E-Zec Medical has enabled us to rebrand, therefore as a combined business we are now known as EMED Group. We are the largest Patient Transport and Care Partner to the NHS with more than 3000 colleagues across 60 depots. Our ambition is to continue developing transport services that improve the health and wellbeing for people across our local communities by providing transport that supports patient care, community support, secure mental health and medical courier services.

EMED Group are committed to providing services for our patients, service users, clients, and community and is supported by employees with an increasing variety of backgrounds. To do this effectively it is essential that we promote equality and embrace diversity and inclusion and treat all of our employees, patients, service users and clients with dignity and respect.

EMED Group is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination, with our aim being to be truly representative of all sections of society and our clients, and for each employee to feel respected, valued and able to give their best.