FP&A Analyst

Marks Sattin (UK) Ltd; Halifax; On-site; GBP 35,000 - 50,000; Full time

Job summary

A large services-based organisation in Halifax is seeking a driven FP&A Analyst to support financial planning, performance reporting, and commercial insights. Ideal for a part-qualified or newly qualified accountant, this role offers strategic exposure to senior stakeholders. Responsibilities include budgeting, forecasting, and enhancing reporting tools. Candidates should possess strong analytical skills, advanced Excel capabilities, and familiarity with BI tools like Power BI. A collaborative mindset and attention to detail are essential for success in this dynamic environment.

Qualifications

• Demonstrated experience in budgeting, forecasting, or management reporting.
• Experience in a large, multi-site or services-based organisation.
• Proven ability to produce clear, insightful analysis.

Responsibilities

• Support the annual budget and quarterly reforecasting processes.
• Prepare monthly management reporting packs including variance analysis.
• Work closely with teams to provide financial support and challenge.
• Enhance reporting tools and support automation of FP&A processes.
• Provide analytical support for strategic projects and presentations.

Skills

Analytical skills

Advanced Excel skills

Experience with BI tools

Ability to work with large data sets

Strong communication skills

Education

Part-qualified or newly qualified accountant (ACCA, CIMA, or ACA)

Strong academic background

Tools

Power BI

Tableau

Job description

Overview

A large services-based organisation in Halifax is seeking a driven and analytically minded FP&A Analyst to support financial planning, performance reporting, and commercial insight across the business. This role is ideal for a part‑qualified or newly qualified accountant looking to step into a more strategic, forward‑looking finance position with strong exposure to senior stakeholders,

Key Responsibilities

Planning, Budgeting & Forecasting

• Support the annual budget, quarterly reforecasting, and long‑term planning cycles
• Consolidate financial inputs from multiple departments, ensuring accuracy and consistency
• Assist with scenario modelling and sensitivity analysis to support decision‑making
• Challenge assumptions and highlight risks, opportunities, and trends

Performance Reporting & Insight

• Prepare monthly management reporting packs, including P&L, cashflow, KPIs, and variance analysis
• Investigate performance drivers and provide clear, concise commentary
• Track operational and commercial KPIs, identifying areas for improvement
• Support the month‑end process with analysis and insight rather than transactional work

Business Partnering

• Work closely with operational and commercial teams to provide financial support and challenge
• Translate financial data into meaningful insight for non‑finance stakeholders
• Support business cases, investment appraisals, and cost‑benefit analysis
• Build strong relationships across the organisation to improve financial understanding

Process & Systems Improvement

• Enhance reporting tools, dashboards, and data quality
• Support automation and standardisation of FP&A processes
• Contribute to continuous improvement initiatives within the finance function
• Assist with system upgrades or BI tool development (e.g., Power BI)

Ad‑Hoc Analysis

• Provide analytical support for strategic projects, pricing reviews, and operational initiatives
• Prepare presentations and insight for senior leadership and board‑level reporting

Candidate Profile

Skills & Experience

• Strong analytical skills with experience in budgeting, forecasting, or management reporting
• Advanced Excel skills; experience with BI tools (Power BI, Tableau) is advantageous
• Experience in a large, multi‑site or services‑based organisation is beneficial
• Comfortable working with large data sets and producing clear, insightful analysis

Behaviours & Attributes

• Curious, proactive, and commercially aware
• Strong communication skills with the ability to influence and challenge
• High attention to detail and strong problem‑solving capability
• Able to work independently while contributing to a collaborative team environment
• Comfortable working in a fast‑paced, evolving business

Qualifications

• Part‑qualified or newly qualified accountant (ACCA, CIMA, or ACA)
• Strong academic background

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