Financial Planning and Analysis Accountant

Taylor James Resourcing; Greater London; On-site; GBP 80,000 - 110,000; Full time

Job summary

A financial services firm based in London is seeking a Financial Planning and Analysis Accountant to enhance financial reporting and forecasting. This office-based role involves building reporting tools, forecasting frameworks, and collaborating with business leaders. The ideal candidate holds a professional finance qualification and has experience in FP&A, with strong interpersonal skills to work with diverse teams. Salary ranges from £80,000 to £110,000 annually.

Qualifications

• Experience in FP&A, commercial finance or management reporting roles.
• Solid understanding of financial principles and variance analysis.
• Experience working with large datasets in multiple source systems.

Responsibilities

• Build reporting tools that combine ERP data for commercial insight.
• Design a forecasting framework across divisions.
• Build strong relationships with divisional MDs for decision making.

Skills

Financial analysis

Budgeting

Forecasting

Interpersonal skills

Education

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

Tools

Workday

Power BI

Job description

Financial Planning and Analysis Accountant

Date: 22 Aug 2025
Sector: FINANCE / ACCOUNTING
Type: Permanent
Location: London
Salary: £80,000 - 110,000 per annum
Email: [e-mail]
Ref: db468825

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.

Responsibilities

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

• Design 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.

Qualifications

• 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.

Preferred

• Experience within 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.