Financial Planning and Systems Analyst

Michael Page; South Yorkshire; Hybrid; GBP 50,000 - 55,000; Full time

Benefits offered by this job

Remote working

28 days holiday plus bank holidays

Career progression opportunities

Competitive benefits package

Job summary

Michael Page is assisting a private equity backed service provider in Doncaster, UK, seeking a Finance/FP&A Analyst. You will manage forecasting, budgeting and KPI data, acting as a liaison between Finance, FP&A and Data & Analytics, with hybrid office attendance optional.

The role reports to the FP&A Manager and requires 4+ years in data/finance analysis, strong Excel/SQL/Power BI, and experience in financial modelling. Remote work is available with occasional Doncaster office visits.

Qualifications

• Minimum of 4 years' experience as a data/finance analyst.
• Advanced Excel, SQL and Power BI skills.
• Experience of financial modelling.
• Strong analytics and data-driven mindset.
• CIMA, ACCA or ACA qualification or part-qualified.

Responsibilities

• Manage forecast, budget and reforecast templates and workflows.
• Coordinate planning timetables and ensure timely submission of forecasts.
• Administer and maintain the planning platform.
• Maintain chart of accounts mappings, reporting hierarchies and planning structures.
• Manage KPI definitions, mappings and validation rules.
• Reconcile forecast data and investigate data discrepancies.
• Support Finance Business Partners and budget holders with system and template queries.
• Collaborate with Data & Analytics to align KPI data with planning requirements.
• Support maintenance of driver-based forecasting models.
• Maintain planning process documentation and user guidance.

Skills

Excel

SQL

Power BI

Financial modelling

Data analytics

Education

CIMA/ACCA/ACA qualified or part-qualified

Tools

Power BI

Job description

This would be a fantastic opportunity for an Finance / FP&A Analyst who is seeking a hands on role within a growing and dynamic environment. Our client is offering up to £55k, a competitive benefits package, remote working (save 2 days per month from the office in Doncaster) and opportunities to progress.

Client Details

Our client is a private equity owned service provider with a head office in Doncaster. You will be working from home, but will be required to attend the Doncaster head office c. twice per month.

Description

You will be reporting into the FP&A Manager, and will be administering and maintaining the Group's planning and forecasting infrastructure, ensuring accurate, timely and consistent financial and KPI data is available to support budgeting, forecasting and performance reporting. Additionally you will be acting as the central coordinator between Finance Business Partners, FP&A and Data & Analytics. As part of this, your duties will include, but will not be limited to:

• Manage forecast, budget and reforecast templates and workflows.
• Coordinate planning timetables and ensure timely submission of forecasts.
• Administer and maintain the planning platform.
• Maintain chart of accounts mappings, reporting hierarchies and planning structures.
• Manage KPI definitions, mappings and validation rules.
• Reconcile forecast data and investigate data discrepancies.
• Support Finance Business Partners and budget holders with system and template queries.
• Work closely with the Data & Analytics team to ensure KPI data is available and aligned to planning requirements.
• Support administration and maintenance of driver-based forecasting models.
• Maintain planning process documentation and user guidance.

Profile

To apply for this position, you will:

• Have a minimum of 4 years' experience of working in a data / finance analyst position
• Have advanced Excel, SQL and Power BI skills
• Have experience of financial modelling
• Be passionate about analytics and data solutions
• Be a CIMA, ACCA or ACA qualified or part-qualified accountant
• Have the ability to communicate with internal stakeholders

Job Offer

• £50-55k (dependent upon experience)
• 28 days holiday plus bank holidays
• A competitive benefits package
• Opportunities to progress in the future
• Remote working, save 2 days per month in Doncaster