Financial Planning and Performance Analyst (VP)

Michael Page; City Of London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in London is seeking a Finance and Planning professional to manage key financial activities and strategic planning. This role requires expertise in financial analysis and modelling, with responsibilities including overseeing budgeting processes and collaborating with senior leaders. Ideal candidates will be ACA/ACCA/CIMA qualified and have strong analytical skills. The position offers a competitive salary, benefits, and a hybrid working model.

Benefits

Competitive salary

Annual bonus

Excellent benefits package

Strong career path

Qualifications

• Strong ability to interpret complex financial data and identify trends.
• Proficient in modelling tools and techniques.
• Solid grasp of financial statements, budgeting, and forecasting.
• Able to present financial insights clearly.
• Skilled in diagnosing financial issues and recommending solutions.
• Committed to accuracy and data integrity.
• Experienced in designing budgeting processes.
• Capable of delivering strategic financial narratives.

Responsibilities

• Oversee budgeting and financial reporting processes.
• Build financial models and conduct performance analysis.
• Analyse financial statements and metrics.
• Develop models for forecasting and strategic analysis.
• Support annual budgets and long-term planning.
• Monitor performance vs. targets and recommend actions.
• Prepare and present financial reports.
• Collaborate with senior leaders.

Skills

Analytical expertise

Financial modelling

Accounting & Reporting knowledge

Communication skills

Problem solving

Attention to detail

Budgeting & Forecasting

Stakeholder engagement

Industry Experience

Education

ACA / ACCA / CIMA Qualified

Tools

Anaplan

Job description

Overview

This exciting Finance and Planning role requires a professional to manage key financial activities and strategic planning and calls for a detail-oriented individual with expertise in accounting and finance.

Client Details

The employer is a well-established organisation within the Banking sector. This large organisation operates in a professional and structured environment, offering opportunities to work on challenging projects.

Description

Your remit will be to analyse financial and workforce data, create forecasts and provide insights for strategic decision-making including:

• Oversee budgeting and financial reporting processes.
• Build financial models and conduct performance analysis to support senior decision-making.
• Analyse financial statements, trends, and metrics to assess financial health.
• Develop models for forecasting, scenario planning, and strategic analysis.
• Support annual budgets, forecasts, and long-term financial planning.
• Monitor performance vs. targets, identify variances, and recommend actions.
• Deliver insights on strategic priorities such as workforce planning and cost control.
• Prepare and present financial reports with key findings and recommendations.
• Collaborate with Strategic Planning and senior leaders to align financial plans and resolve issues.

Profile

• Qualifications: ACA / ACCA / CIMA Qualified
• Analytical Expertise: Strong ability to interpret complex financial data, identify trends, and build financial models.
• Financial Modelling: Proficient in modelling tools and techniques.
• Accounting & Reporting Knowledge: Solid grasp of financial statements, budgeting, and forecasting.
• Communication Skills: Able to present financial insights clearly to both technical and non-technical audiences.
• Problem Solving: Skilled in diagnosing financial issues and recommending effective solutions.
• Attention to Detail: Committed to accuracy and data integrity.
• Budgeting & Forecasting: Experienced in designing and managing efficient planning processes.
• Stakeholder Engagement: Capable of delivering strategic financial narratives to senior leaders.
• Industry Experience: Proven success in financial analysis, planning, or strategy within banking or financial services.
• Planning Tools: Familiarity with Anaplan or similar enterprise platforms is a plus.

Job Offer

• Competitive salary and annual bonus
• Excellent benefits package
• Strong career path and opportunity to contribute to strategic financial decisions in a large organisation.
• Hybrid working, Offices in the City of London