Financial Planning and Reporting Analyst

Carter Jonas LLP; Peterborough; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A national property consultancy is seeking a Financial Planning and Reporting Analyst at their Peterborough office. This hybrid role involves collating KPI information, managing budgets, and supporting the annual budgeting process. Candidates should be part qualified CIMA/ACCA or AAT qualified, with strong analytical skills and experience in a professional environment. A competitive salary and flexible working options are offered.

Benefits

Flexible benefits

Health cash plans

Cycle to work scheme

Additional leave options

Qualifications

• Part qualified CIMA/ACCA or AAT qualified looking to progress.
• Up-to-date knowledge of accounting standards.
• Experience in a professional service or corporate environment.

Responsibilities

• Ensure accurate allocation of costs within monthly management accounts.
• Produce high-quality analysis for business performance insights.
• Collate key forecast information in a timely manner.

Skills

CIMA/ACCA part qualified

Attention to detail

Numerical analytical skills

Excellent communication

Teamwork

Education

AAT qualified

Tools

Business Central

Jet reporting

Power Pivots

Job description

Overview

As part of a continual drive to develop our finance team’s key function’s ability to add value, we are currently searching for a driven individual to join Carter Jonas as a financial planning and reporting analyst, based at our Peterborough office. This varied role requires a balance of collating KPI information as well as being part of the production process for monthly management accounts, budgets and forecasting. This is a 12-month fixed term contract to cover maternity leave.

We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on! In addition, we welcome applications from those seeking flexible or agile working arrangements and can be discussed at the application stage.

Please note: this is a hybrid role, based in Peterborough. Please only apply if you’re able to commute into the office 3 days a week.

Responsibilities

• Working closely with the Senior Analyst to ensure accurate allocation of costs within the monthly management accounts. Calculation of accruals, prepayments and depreciation, plus posting of all relevant journals
• Producing high quality analysis that provides an insight into business performance
• Collating key forecast information in a timely and accurate manner from the business
• Supporting the annual budgeting process
• There is an ever increasing demand for accurate and timely information as well as developing and maintaining processes and procedures using up to date technology. The job holder will be required to take on a variety of tasks set by the Financial Controller and Financial Planning & Reporting Manager.

This list is not exhaustive and the role requires someone who is flexible and innovative in their approach.

What will it take to be successful?

We are seeking someone who is part qualified CIMA/ACCA, or AAT qualified looking to move onto a CIMA or ACCA qualification. You will have up-to-date knowledge of accounting standards, ideally with experience in a professional service, corporate or LLP environment. Experience using systems like Business Central and reporting tools such as Jet or Power Pivots would also be extremely advantageous.

It is crucial that you possess excellent attention to detail and accuracy, you will be enthusiastic and pro-active with strong numeral and written analytical skills. Excellent communication and strong interpersonal skills, a team worker with strong problem-solving ability. Fully computer literate with a thorough understanding of MS Office programmes including Excel, Word, and Outlook. Ideally, you will have gained substantial experience within a similar industry or reputable accountancy firm.