Financial Planning Analyst (FP&A) – Business Partnering & Analysis

JR United Kingdom; Bolton; On-site; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to join their dynamic team in Bolton. This role offers a unique opportunity to provide high-quality financial planning and analysis, acting as a trusted Finance Business Partner to senior management. You will lead month-end reporting, collaborate with stakeholders to enhance financial performance, and support budgeting processes. With a commitment to empowering neurodivergent children through tailored education, this organization fosters a supportive and innovative work environment. If you have strong analytical skills and a passion for finance, this position could be the perfect fit for you.

Benefits

Life Assurance

Pension scheme

Wellbeing support services

Enhanced maternity/paternity leave

Electric Car Purchase Scheme

Qualifications

• Studying towards or completed a relevant accounting qualification.
• Advanced Excel skills for data manipulation and analysis.

Responsibilities

• Lead month-end reporting and analysis for operational leaders.
• Collaborate with stakeholders to track and analyze financial performance.
• Manage the budgeting process ensuring alignment with strategic goals.

Skills

Advanced Excel skills

Management accounting

Interpersonal skills

Data presentation

Influencing financial outcomes

Education

CIMA / ACCA / ACA qualification

Tools

Microsoft Office

Power BI

Access Dimensions

Job description

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Financial Planning Analyst (FP&A) – Business Partnering & Analysis, Bolton, Greater Manchester

Client: Outcomes First Group

Location: Bolton, Greater Manchester, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 28.04.2025

Expiry Date: 12.06.2025

Job Description:

We are proud to announce that in 2024, Outcomes First Group was officially certified as a ‘Great Place to Work’ for the fifth consecutive year.

*You’ll work 80% of your contractual hours for 100% of your pay, giving you more time for personal activities. 4DWW is subject to successful probation completion and is not a contractual benefit.*

Job Title: Financial Planning Analyst (FP&A) – Business Partnering & Analysis

Salary: £40,000 to £50,000 per annum

Hours: 37.5 hours/week, Monday to Friday, 9:00am - 5:00pm

This role involves providing high-quality financial planning, analysis, and reporting to finance leadership and operational teams to support business performance and growth. You will act as a trusted Finance Business Partner to senior management, offering strategic financial insights.

KEY RESPONSIBILITIES:

• Lead month-end reporting and analysis for operational leaders, ensuring timely and accurate financial results.
• Analyze monthly financial results, highlighting key variances to budget or forecast.
• Collaborate with stakeholders to understand, track, and analyze site financial performance, ensuring accountability for budget targets.
• Ensure financial KPIs are accurately reported, highlighting trends for informed decision-making.
• Communicate performance effectively, challenging budget holders and fostering accountability.
• Manage the month-end query tracker, ensuring prompt responses to site leaders.
• Review and improve reporting processes within FP&A and the wider finance team.
• Work with the Business Intelligence team to automate and distribute financial results and scorecards.

Budget and Forecast:

• Lead the budgeting process for your area, ensuring alignment with strategic goals and deadlines.
• Support other finance partners in budgeting across the group.
• Maintain consistent financial models for budgeting and forecasting, including KPIs.
• Assist in implementing system automation for reporting and budgeting.
• Build strong relationships with senior leaders and operational teams.
• Respond to queries on behalf of the finance team.
• Demonstrate financial business partnering skills by providing timely reports and training.

Additional Responsibilities:

• Participate in annual performance reviews.
• Adhere to OFG policies, procedures, and health and safety regulations.
• Promote safeguarding and welfare of children, young people, and vulnerable adults.
• Undertake other duties as assigned.

Experience, Skills & Qualifications:

Essential:

• Studying towards or completed a relevant accounting qualification (CIMA / ACCA / ACA, etc.)
• Advanced Excel skills for data manipulation, analysis, and presentation.
• Ability to influence financial outcomes and work with operational managers.
• Strong interpersonal and communication skills.
• Ability to present complex data visually for senior stakeholders.
• Management accounting experience.
• Proficiency in Microsoft Office, especially PowerPoint.
• Experience with Access Dimensions and Power BI is advantageous but not essential.

About the Group:

Outcomes First Group is the UK’s leading provider of specialist education, dedicated to giving neurodivergent children and young people access to tailored education that meets their needs and aspirations.

Our brands include Acorn Education, Options Autism, and Momenta Connect, serving children, young people, and adults across the UK.

Our Vision & Mission:

We aim to empower every child with a world-class education that nurtures potential and inspires lifelong learning. Our mission is to unlock pupils’ potential through personalized learning, innovation, and support for growth and aspirations.

Employee Benefits:

• Life Assurance
• Pension scheme with options to increase contributions
• Wellbeing support services and health checks
• Family Growth Support including enhanced maternity/paternity leave and fertility support
• Health, wellbeing, and insurance benefits
• Discount options in the UK and abroad
• Electric Car Purchase Scheme
• Critical illness cover

Safeguarding: We are committed to safeguarding and promoting the welfare of children and young people. All applicants will undergo social media checks and a fully enhanced DBS check.