Financial Planning Analyst

JR United Kingdom; West Midlands Combined Authority; Hybrid; GBP 40,000 - 48,000; Full time

Job summary

A global engineering and technology organisation seeks a Financial Planning Analyst for a 12-month fixed-term contract with potential for extension. The role involves collaborating across UK and Ireland finance functions, handling financial reporting, budgeting, and analysis, while offering valuable exposure to both operational and strategic finance.

Benefits

Hybrid working

Collaborative team culture

Long-term career opportunities

Experience in FP&A and systems transformation

Qualifications

• At least 2 years’ experience in FP&A and/or management accounting.
• Exposure to regional finance or EMEA FP&A.
• Experience working within industrial, engineering or manufacturing sectors.

Responsibilities

• Lead preparation of monthly management accounts for UK and Ireland.
• Oversee AP, AR, and treasury functions for accuracy.
• Conduct financial modelling and variance analysis for decision-making.

Skills

Advanced Excel skills

Analytical mindset

Attention to detail

Education

QBE or studying towards AAT/CIMA/ACCA

Tools

ERP systems (SAP preferred)

Job description

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Financial Planning Analyst, west midlands

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EU work permit required:

Yes

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Job Views:

4

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

FP&A Analyst: (Fixed-Term Contract, Permanent Potential)

Contract Type: 12-month Fixed-Term Contract (with potential for longer-term opportunity)

Salary: Up to £48,000 + benefits

Hours: 37.5 hours per week (Mon–Fri, 08:30–16:30)

About the Opportunity

We’re supporting a global engineering and technology organisation in their search for an FP&A to join their finance team on a 12-month fixed-term contract.

This role offers the rare chance to work across both UK and Ireland finance functions, giving you broad exposure to both core management accounting and financial planning and analysis. You’ll initially focus on UK reporting, supporting the UK Finance Manager.

It’s a varied, hands on finance role that will suit someone who thrives in a dynamic, evolving environment and is open to future career opportunities within a global group.

Key Responsibilities Management Reporting & Month-End

• Lead the preparation of monthly management accounts for UK and Ireland business units
• Deliver Profit & Loss statements, balance sheets, variance analysis, and commentary
• Oversee monthly and quarterly reporting cycles for local and regional stakeholders
• Provide detailed analysis of monthly results and performance trends
• Lead the preparation of annual budgets and financial forecasts
• Conduct financial modelling and variance analysis to support strategic decision-making
• Support regional FP&A initiatives as new systems are implemented

Operational Finance

• Oversee AP, AR, and treasury functions to ensure accuracy and compliance
• Prepare and submit VAT returns (UK and Ireland) and Intrastat reports (Ireland)
• Own commercial controlling tasks including sales reporting and margin analysis
• Maintain the debtor ledger across two legal entities, keeping overdue debt within group targets
• Coordinate external audits and support tax return processes
• QBE or studying towards AAT/CIMA/ACCA
• At least 2 years’ experience in FP&A and/or management accounting
• Experience working with ERP systems (SAP preferred)
• Advanced Excel skills (financial modelling, forecasting, reporting)
• Strong analytical mindset and attention to detail
• Comfortable working with multiple stakeholders across UK and EMEA regions
• Able to manage deadlines in a fast-paced environment
• Exposure to regional finance or EMEA FP&A
• Experience working within industrial, engineering or manufacturing sectors
• Familiarity with commercial finance processes (margin tracking, sales reporting)

Why Join?

• Opportunity to work with both local and regional finance leadership
• Gain valuable experience in FP&A, commercial finance, and systems transformation
• Join a global organisation with long-term career opportunities
• Hybrid working and a collaborative team culture

If you feel this role aligns to your experience and your next step, we would love to discuss further and look forward to your cv / application.