Financial Planning and Analysis Accountant

Taylor James Resourcing; City Of London; On-site; GBP 65,000 - 80,000; Full time

Job summary

A financial services provider in London is seeking a Financial Planning and Analysis Accountant to enhance financial reporting and insights. The ideal candidate will have a professional finance qualification and experience in FP&A roles. Responsibilities include building reporting tools and supporting budgeting processes. This role is office-based four days a week, with one day remote work available. Competitive salary of £65,000 - £80,000 annually.

Qualifications

• Must have experience in FP&A, commercial finance or management reporting roles.
• Solid understanding of financial principles, budgeting, forecasting, and variance analysis.
• Highly preferred experience in a trading, brokerage or market-driven business.

Responsibilities

• Build reporting tools to generate commercial insight.
• Support the annual budgeting cycle and reforecasting processes.
• Act as a financial advisor to the business, supporting commercial initiatives.

Skills

Analytical skills

Interpersonal skills

Financial reporting

Forecasting

Proficiency in Power BI

Experience with large datasets

Education

Professional finance qualification (CPA, ACA, ACCA, CIMA or equivalent)

Tools

Workday

Excel

Job description

Financial Planning and Analysis Accountant

Date: 21 Aug 2025
Sector: FINANCE / ACCOUNTING
Type: Permanent
Location: London
Salary: £65000 - 80000 per annum
Email: [e-mail]
Ref: db210825

We are looking for a commercially minded and analytically driven FP&A Accountant to join a Global Broking finance team. Based at their City of London head office, this role offers an opportunity to shape and elevate their financial reporting, forecasting, and commercial insight capability. This is an office based role 4 days in the office and 1 from home.

You must have

• Professional finance qualification (CPA, ACA, ACCA, CIMA or equivalent).
• Experience in FP&A, commercial finance or management reporting roles.
• Solid understanding of financial principles, budgeting, forecasting and variance analysis.
• Experience working with large datasets, ideally in environments with multiple source systems.
• Strong interpersonal skills with the ability to work with non-financial stakeholders.

It is highly preferred you have worked within in a trading, brokerage or market driven business (e.g. shipping, commodities, financial services).

• Familiarity with Workday.
• Exposure to integrating financial and operational data for insight.
• Experience setting up a forecasting framework from scratch.

This is a hands-on role with a clear mandate to improve and professionalise our FP&A function. Including introducing structured forecasting and enhancing insight into business performance through better data utilisation.

You will work closely with the CFO of Global Broking and be embedded within a small but high-impact team. The ideal candidate will have strong technical reporting skills—especially in Power BI and Excel—paired with a commercial mindset and the ability to engage credibly with brokers, market analysts, and divisional MDs.

What you’ll be doing

• Reporting and insight
  • Build reporting tools that combine ERP data (Workday), billing systems and bespoke broking platforms to generate commercial insight.
  • Enhance and automate monthly reporting using Power BI, transitioning from Excel-based outputs to dynamic dashboards.
  • Partner with divisional heads and business development teams to analyse and explain key business drivers, trends and performance.
• Forecasting and planning
  • Designing and implement a fit-for-purpose forecasting framework across broking divisions.
  • Support the annual budgeting cycle and any reforecasting processes, incorporating market trends and broker-level activity where relevant.
  • Develop models and structures to improve visibility of future performance, despite market variability.
• Business partnering
  • Build strong relationships with divisional MDs, analysts and operators to support forward-looking decision making.
  • Act as a financial advisor to the business, challenging assumptions and supporting commercial initiatives with robust analysis.
  • Collaborate with embedded market analysts to combine internal and external intelligence.
• Systems and process improvement
  • Identify opportunities to better leverage Workday and other internal tools for data extraction and financial analysis.
  • Support wider finance transformation and data governance initiatives.
  • Contribute to the professionalisation of financial processes and controls in a rapidly evolving commercial environment.
• Strategic projects and expansion
  • Support M&A activity or new business initiatives.
  • Report and evaluate on strategic or ad-hoc projects related to regional growth, restructuring or system upgrades.