Financial Planning and Analysis Analyst - Hybrid

www.topfinancialjobs.co.uk - Jobboard; Weymouth; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A dynamic organisation in Weymouth is seeking a detail-oriented Financial Planning and Analysis Analyst. In this hybrid role, you'll contribute to financial planning, data analysis, and strategic direction, impacting long-term sustainability. With exposure to senior stakeholders, this opportunity promises growth in a fast-paced environment.

Qualifications

• Experience in financial planning and analysis within complex group structures.
• Advanced Excel skills are essential.

Responsibilities

• Assist in preparing the Group's annual and quarterly financial plans.
• Conduct stress testing and scenario analysis on the business plan.
• Support monthly cash flow forecasting and reporting.

Skills

Analytical Skills

Financial Planning

Data Analysis

Scenario Modelling

Communication Skills

Education

Relevant finance/treasury qualification or business degree

Tools

Microsoft Office

Financial Planning Tools

Job description

Financial Planning and Analysis Analyst - Hybrid

Description: We are seeking a detail-oriented and analytical Financial Planning and Analysis (FP&A) Analyst to join our client based in Weymouth. This role is ideal for someone with a strong foundation in financial planning, data analysis, and scenario modelling, who is eager to contribute to the strategic financial direction of a dynamic and purpose-driven organisation.

This is a fantastic opportunity to work at the intersection of finance and strategy, with exposure to senior stakeholders and the chance to make a tangible impact on the companies long-term financial sustainability.

Key Responsibilities:

• Assist in preparing the Group's annual and quarterly financial plans under supervision.
• Input and translate financial data into the Group's financial planning software.
• Reconcile planning data with budgets and forecasts, ensuring accuracy and working with data providers to improve data quality.
• Conduct stress testing and scenario analysis on the business plan; report findings and develop new risk analysis methods.
• Reconcile FFR with statutory accounts and provide insights to management.
• Contribute to the business plan and analysis required for the annual S&P credit rating submission.
• Provide monthly peer benchmarking analysis related to credit ratings in the housing sector.
• Support monthly cash flow forecasting and reporting; help enhance forecasting processes.
• Monitor and report on Key Performance Indicators (KPIs); assist in developing new reporting methods.
• Extract and format development data for integration into business planning tools; ensure alignment with latest forecasts.
• Prepare quarterly and annual "Living Business Plan" documents.
• Assist in developing new business plan reporting features.
• Produce the monthly development metrics report for the Investment Panel and collaborate on improvements.
• Maintain and monitor the Group's net worth equalisation model to assess covenant positions and advise on entity designations.
• Develop reports using financial tools to improve data access and reduce manual processes.
• Provide general support to the Head of FP&A and Director of Treasury as needed.

Experience & Qualifications:

• Relevant finance/treasury qualification or business degree, or equivalent experience.
• Experience in financial planning and analysis within complex group structures.
• Proficient in scenario and stress testing, with knowledge of operational triggers and mitigation strategies.
• Strong understanding of financial statements and accounting standards; able to present findings to senior stakeholders.
• Experience in cash flow analysis and forecasting.
• Advanced Excel skills and proficiency in Microsoft Office.
• Familiarity with financial planning and business intelligence tools.
• Excellent organisational and time management skills.
• Strong communication skills; confident working across all levels of the organisation.
• Understanding of Treasury functions (desirable).
• Customer-focused mindset with attention to detail.

If this sounds like YOU, then apply with your CV TODAY! We are excited to speak to you about this opportunity!

NB: If this company and position appeals to you then please apply your CV on-line and please send your CV to (url removed)

Advertised by Office Angels, South Coast branch. Please note that due to a high volume of response Office Angels receive; only successful candidates will be contacted.

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