Financial Planning Analyst/Finance Business Partner | Bury, UK

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

Job summary

A leading recruitment consultancy is seeking an experienced Financial Planning Analyst to shape their financial reporting and analytics. This pivotal role involves advanced Excel and Power BI for reporting, partnering with teams for financial insight, and ensuring robust data controls. Ideal candidates will have expertise in FP&A, financial modelling, and strong communication skills. Benefits include a competitive salary, hybrid working opportunities, and private health care.

Benefits

Bi-annual bonus scheme

Hybrid working (40% WFH)

Private health insurance

Great company culture

Qualifications

• Proven experience in FP&A, financial modelling, and reporting.
• Advanced Excel skills including Power Query, VBA, and formulas.
• Experience with a recognised cloud-based ERP system.

Responsibilities

• Lead development of advanced reporting solutions.
• Support budgeting, forecasting, and scenario modelling.
• Deliver performance analysis through KPI dashboards.
• Ensure strong controls over financial data.
• Build complex Excel models and develop Power BI dashboards.

Skills

Advanced Excel skills

Power BI expertise

Financial modelling

Data integrity

Stakeholder engagement

Education

Qualified Accountant (preferred, not essential)

Tools

Power Query

VBA

Cloud-based ERP system

Job description

Financial Planning Analyst/Finance Business Partner

Our client are seeking a 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 their 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.

Qualifications

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 will ideally 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 however, along with a passion for data integrity and continuous improvement.

Benefits

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

Application & Accessibility Support

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.