Financial Planning Analyst

Saxon Weald; Southwater; Hybrid; GBP 55.000 - 60.000; Vollzeit

Benefits dieser Stelle

27 days annual leave + bank holidays

Pension contributions 3x up to 12%

Life assurance 4x annual salary

Cashback on medical expenses up to £–

Employee Assistance Programme

Gym discounts & cycle to work scheme

Loyalty scheme for long-serving staff

Hybrid working available

Zusammenfassung

Saxon Weald is seeking a qualified Financial Planning Analyst to influence strategic and investment decisions. The role involves building financial models, analysing data, and supporting long-term financial sustainability from our Horsham base.

You will work with the Financial Planning & Treasury Manager on dashboards, reporting, and governance, with hybrid working options and a strong focus on value-for-money and performance insight.

Qualifikationen

• Qualified accountant with ACA/ACCA/CIMA qualification.
• Strong knowledge of financial analysis, forecasting and performance reporting.
• Experience in business planning, investment appraisal and scenario modelling.
• Advanced Excel skills and confidence using reporting tools.

Aufgaben

• Produce clear financial, operational and asset performance analysis to support decisions.
• Develop financial models, forecasts and scenario analysis for business planning and investment.
• Support development of long-term business plan.
• Analyse housing stock performance to inform investment decisions.
• Support transformation projects and major investment appraisals.
• Provide benchmarking and value-for-money insights for improvement opportunities.
• Develop dashboards and reporting tools for accurate data access.
• Improve data quality, reporting processes, controls and audit trails.

Kenntnisse

Financial analysis

Forecasting

Performance reporting

Business planning

Investment appraisal

Scenario modelling

Data interpretation

Communicating findings

Ausbildung

ACA/ACCA/CIMA qualification

Tools

Excel

Reporting tools

Jobbeschreibung

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.