Financial Planning Analyst

Marc Daniels; London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A leading company is seeking a Financial Planning Analyst to enhance its finance team in London. This hybrid role provides an opportunity for significant career growth and involves detailed budget planning, forecasting, and strategic financial analysis, working directly with senior management. Ideal candidates will have accounting qualifications and strong analytical skills, as well as expertise with Excel and financial modelling.

Qualifications

• Must be a Qualified Accountant (ACA/CIMA/ACCA) or Finalist.
• High proficiency in Excel and strong Excel modelling skills required.
• Experience with Power BI and systematic problem-solving skills is necessary.

Responsibilities

• Forecast and budget planning for two entities, including analysis of time-sensitive financial trends.
• Management of Capex and Opex business cases, tracking cost-saving and revenue initiatives.
• Collaboration with senior leadership on strategic analysis projects.

Skills

Interpersonal skills

Communication skills

Presentation skills

Commercial acumen

Excel

Financial modelling

Problem-solving skills

Power BI

Education

Qualified Accountant (ACA/CIMA/ACCA) or Finalist

Job description

Fantastic opportunity as a Financial Planning Analyst

Join a fast-growing business with this hybrid role that offers excellent career progression.

This commercially focused role reports to senior stakeholders and involves Budget/Forecast planning for two entities, along with project-based analysis.

The position provides high exposure, working closely with the senior leadership team, operations, and support functions on strategic initiatives.

Responsibilities:

1. Weekly/Monthly volume revenue trend forecasts, reforecasts, and annual budget planning for both entities.
2. Review of Capex and Opex business cases and benefit tracking with procurement.
3. Analysis of monthly performance against budgets and forecasts, evaluating variances and identifying trends.
4. Development and tracking of cost-saving initiatives, ensuring stakeholder accountability.
5. Development and tracking of revenue-generating initiatives, with stakeholder accountability.
6. Headcount and FTE modelling and analysis.
7. Collaboration with procurement on contract renewals, inflation impacts, and cash flow modelling.
8. Development and adherence to internal financial controls, with process improvements where necessary.
9. Collaboration with the Head of Finance and FP&A Manager on ad hoc projects.
10. Management of capital and operational expenditure business cases, along with cost-saving and revenue initiatives tracking.
11. Analysis of weekly volume and revenue trends.

Requirements:

• Qualified Accountant (ACA/CIMA/ACCA) or Finalist.
• Strong interpersonal, communication, and presentation skills.
• Commercial acumen, with strong Excel and modelling skills, including Power BI.
• Desire for systems and financial modelling, with systematic problem-solving skills.
• High proficiency in Excel, with experience in process improvements and automation, and systems knowledge.

This role is active and accepting applications.