Financial Planning Analyst

Bupa Dental Care UK; United Kingdom; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

25 days holiday

Discounts in retailers

Health Trust - private healthcare

Remote GP and nurse services

Cycle to work scheme

Job summary

Bupa Dental Care UK is seeking an FP&A Analyst to support the FP&A Manager with budgeting, forecasting and financial reporting across the business. This hybrid role offers base locations Bristol, London, Leeds, Staines or Manchester, with 2 days in the office and occasional travel to Bristol to connect with the wider team.

You will analyse key financial trends, prepare management information, and contribute to monthly reporting packs to support decision-making.

Qualifications

• Qualified or part-qualified accountant with ACA/CIMA/ACCA/AAT.
• Experience using Hyperion and Oracle Financial Planning.
• Strong analytical skills to interpret financial data.
• Advanced Excel with modelling and pivot tables.
• Strong PowerPoint and presentation skills.
• Able to explain financial concepts to non-finance stakeholders and build relationships.
• Experience in multi-site/matrix organisations is advantageous.

Responsibilities

• Support the FP&A Manager with the annual budgeting process, including Group submissions and local practice budgets.
• Work closely with Finance Business Partners and operational teams to develop robust and achievable budgets.
• Assist with the submission of monthly budget and forecast results to Group.
• Support the preparation of forecasts, analysing performance trends, seasonality, risks and opportunities.
• Prepare financial commentary for reporting packs, helping to explain business performance and key areas of focus.
• Partner with Finance Business Partners to produce meaningful management information and identify trends, risks and opportunities.
• Represent Finance on business-wide strategic projects.
• Provide support on a range of ad hoc projects and initiatives.

Skills

Advanced Excel

PowerPoint

Presentation skills

Storytelling with data

Stakeholder engagement

Education

ACA/CIMA/ACCA/AAT (professional accounting qualification)

Tools

Hyperion

Oracle Financial Planning

Job description

Hybrid role with a base location of Bristol, London, Leeds, Staines or Manchester. You'll spend 2 days per week in the office, with occasional travel to Bristol to connect with the wider team.

We're looking for an FP&A Analyst to support the FP&A Manager with budgeting, forecasting, and financial reporting across the business. Working closely with Finance Business Partners, you'll analyse key financial trends, provide timely management information, and contribute to monthly reporting packs to help support decision-making.

This is a great opportunity to work with a variety of stakeholders, gain exposure to both Group and practice-level performance, and play a key role in delivering meaningful financial insight.

What you'll be doing:

• Support the FP&A Manager with the annual budgeting process, including Group submissions and local practice budgets.
• Work closely with Finance Business Partners and operational teams to develop robust and achievable budgets.
• Assist with the submission of monthly budget and forecast results to Group.
• Support the preparation of forecasts, analysing performance trends, seasonality, risks and opportunities.
• Prepare financial commentary for reporting packs, helping to explain business performance and key areas of focus.
• Partner with Finance Business Partners to produce meaningful management information and identify trends, risks and opportunities.
• Represent Finance on business-wide strategic projects.
• Provide support on a range of ad hoc projects and initiatives.

What we're looking for:

• Qualified or part-qualified accountant (ACA, CIMA, ACCA or AAT).
• Experience using Hyperion and/or Oracle Financial Planning.
• Strong analytical skills with the ability to interpret and present financial data effectively.
• Advanced Excel skills, including modelling and pivot tables.
• Strong PowerPoint and presentation skills.
• Comfortable explaining financial concepts to non-finance stakeholders and building strong working relationships across the business.
• A strong storyteller, able to turn complex financial information into clear and engaging reporting packs for senior management.
• Experience working within a multi-site and/or matrix organisation would be advantageous.

The benefits here are industry-leading, and we’ll be able to tell you more about them in the process (or jump to the benefits and rewards page on our careers site for a flavour). But here’s a snapshot:

• 25 days holiday, plus the option to buy more.
• Discounts in over 7,000 retailers, discounted gym membership and discounted dental insurance (of course).
• Health Trust - our bespoke employee private healthcare plan, providing healthcare cover with no medical underwriting for colleagues and their families.
• Access to remote GP and nurse services, physiotherapy, and mental health support.
• MyHealthcare Allowance, an annual allowance which is redeemable against a menu of Bupa healthcare products.
• Early access to your earned wages through Wagestream.
• Cycle to work scheme.
• And many more, just ask...

If you or someone you know would be interested in working with a dynamic and expanding healthcare business, with lots of support on offer, great benefits and friendly teams, we would love to hear from you!

To find out more about working with us, find us on LinkedIn, Facebook and Instagram.

Here you’ll be welcomed. We champion diversity and we understand the importance of our people representing the communities and customers we serve. You’ll find an inclusive environment where you can be yourself and where everyone is driven by the same purpose - helping people live longer, healthier, happier lives and making a better world.

Bupa takes pride in being a Level 2 Disability Confident Employer and will aim to offer an interview/assessment to disabled applicants who best meet the minimum criteria for the role. We are committed to ensuring you are treated fairly during the recruitment process and offer reasonable adjustments to anyone who may benefit from accommodations to the recruitment process.

Bupa Dental Care is an equal opportunities employer.