Financial Planning Analyst/Finance Business Partner

Marks Sattin; Bury; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment consultancy seeks an experienced Finance Analyst in Bury to enhance financial reporting and analytics capabilities. You will develop advanced reporting solutions, support budgeting and forecasting through Excel and Power BI, and ensure data integrity across financial systems. Preferred qualifications include strong financial modelling experience and communication skills. The role offers a competitive salary with hybrid working and excellent benefits including a bi-annual bonus scheme and private health.

Benefits

Bi-annual bonus scheme

Private health insurance

Hybrid working (40% WFH)

Qualifications

• Proven experience in FP&A, financial modelling, and reporting.
• Advanced Excel skills with Power Query and VBA expertise.
• Experience in project-related industries is a plus.

Responsibilities

• Lead the development of advanced reporting solutions.
• Support budgeting, forecasting, and scenario modelling.
• Deliver performance analysis through KPI dashboards.

Skills

Advanced Excel

Power BI expertise

Financial modelling

Data integrity

Stakeholder engagement

Education

Qualified Accountant

Tools

Power Query

VBA

Cloud-based ERP

Job description

Our client are seeking an experienced Finance Analyst to lead the development of advanced reporting solutions and ensure robust data control across their financial systems.

This is a brand-new role, a fantastic opportunity to join a forward-thinking team and play a pivotal role in shaping the group's financial reporting and analytics capabilities.

Financial Planning & Analysis

• Support budgeting, forecasting, and scenario modelling using advanced Excel and Power BI techniques.
• Deliver performance analysis through KPI dashboards, variance reports, and trend insights.
• Prepare and enhance board and management reporting packs with accurate, timely, and visually engaging data.
• Partner with operational teams to provide financial insight and challenge assumptions.

Data Governance & Integration

• Ensure strong controls over financial data from source systems to reporting outputs.
• Collaborate with data teams to align financial models with business needs and integrate with cloud-based ERP and other data sources.

Technical Reporting & Analytics

• Build complex Excel models using Power Query, VBA, and advanced formulas.
• Develop interactive Power BI dashboards with real-time analytics.
• Design scalable financial data models and contribute to data architecture for optimal reporting.

Management Information (MI)

• Enhance trading MI reporting with increased granularity in revenue and cost analysis.
• Standardise group-wide reporting frameworks for business partnering and board support.
• Expand reporting capabilities to include predictive analytics and scenario modelling.

Development & Operational Reporting

• Track sales funnel activity, project progress, and conversion metrics.
• Monitor staff data including headcount, productivity, and cost analysis.
• Integrate reporting for acquisitions and group-wide performance.
• Analyse net working capital including receivables, payables, inventory, and cash flow.

They are ideally looking for a candidate with proven experience in FP&A, financial modelling, and reporting. A qualified Accountant is preferred but not essential, especially if you have previous experience in a project-related industry. You should have advanced Excel skills (Power Query, VBA, formulas) and Power BI expertise, or experience with a recognised cloud-based ERP system. Excellent communication and stakeholder engagement skills are non‑negotiable, along with a passion for data integrity and continuous improvement.

In return, you will be offered a competitive salary and benefits package including a bi‑annual bonus scheme, hybrid working (40% WFH and core hours policy), private health, and a great company culture.