Financial Planning Analyst

Latham & Bond HR; Wolverhampton; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a Financial Planning & Analysis Analyst to join their finance team. This pivotal role involves supporting strategic decision-making through robust financial planning, analysis, and business partnering. The successful candidate will develop financial models, conduct variance analysis, and prepare insightful reports for senior management. With a hybrid working model, this opportunity promotes work-life balance while offering professional development and career advancement. If you're passionate about finance and looking to make a significant impact, this role is for you.

Benefits

Competitive salary

Hybrid working model

Professional development opportunities

Comprehensive benefits package

Pension scheme

Paid time off

Qualifications

• 2+ years of experience in financial planning and analysis or corporate finance.
• Proficiency in financial modelling and advanced Excel skills.

Responsibilities

• Develop and maintain financial models for forecasting.
• Conduct variance analysis to identify financial trends and provide insights.

Skills

Financial Modelling

Variance Analysis

Reporting

Business Partnering

Process Improvement

Analytical Skills

Communication Skills

Education

Bachelor's degree in Finance

Professional finance qualification (e.g., ACA, ACCA, CIMA)

Tools

SAP

Oracle

Microsoft Excel

Power BI

Tableau

Job description

Financial Planning & Analysis (FP&A) Analyst

Location: Wolverhampton, UK (Hybrid – 3 days on-site, 2 days remote)

Salary: £40,000 – £50,000 per annum

Reporting To: Finance Director

Latham & Bond Recruitment Group are currently working alongside our esteemed client based in Wolverhampton to recruit for a commercially astute FP&A Analyst. This is a pivotal hire within the finance team, supporting strategic decision-making through robust financial planning, analysis, and business partnering.

Key Responsibilities:

• Financial Planning & Forecasting: Develop and maintain financial models to forecast future financial performance. Manage the annual budgeting process, ensuring alignment with strategic objectives.
• Variance Analysis: Conduct detailed variance analysis to identify trends, risks, and opportunities. Provide insights and recommendations to senior management.
• Reporting & Dashboards: Prepare and present regular financial reports, including monthly, quarterly, and annual reports. Develop and maintain dashboards to monitor key performance indicators (KPIS).
• Business Partnering: Collaborate with department heads and senior management to understand their financial needs and provide relevant insights. Act as a trusted advisor, helping business units make informed financial decisions.
• Process Improvement: Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function. Leverage financial software and tools to streamline reporting and analysis processes.
• Strategic Support: Provide financial analysis and insights to support strategic planning and decision-making. Conduct scenario analysis and sensitivity testing to evaluate the financial impact of various business decisions.

Qualifications & Experience:

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. Professional finance qualification (e.g., ACA, ACCA, CIMA) preferred.
• Experience: Minimum of 2 years of experience in financial planning and analysis, corporate finance, or a related role.
• Technical Skills: Proficiency in financial modelling and forecasting. Advanced knowledge of financial software (e.g., SAP, Oracle) and Microsoft Office Suite, particularly Excel. Familiarity with data visualisation tools such as Power BI or Tableau is advantageous.
• Soft Skills: Strong analytical and problem-solving skills, with keen attention to detail. Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders. Ability to work independently and collaboratively within a team environment.

Benefits:

• Competitive salary within the stated range.
• Hybrid working model promotes work-life balance.
• Opportunities for professional development and career advancement.
• Comprehensive benefits package, including pension scheme and paid time off.