FP&A Analyst: Data-Driven Forecasting & Automation

Cathedral Appointments Ltd; Plymouth; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Salary £45k-£50k

Permanent, full-time

Early finish on Fridays 12:30

Onsite in Plymouth

Job summary

Cathedral Appointments Ltd is seeking a Financial Planning & Analysis Analyst to join a dynamic finance function on a permanent basis. Reporting to the FP&A Manager, you will support financial planning, budgeting, forecasting and performance analysis, providing meaningful financial insight to senior stakeholders across the organisation.

You will also contribute to finance transformation, improving reporting processes, developing planning systems and helping the business move towards a more

Qualifications

• Qualified or part-qualified accountant with ACA, ACCA or CIMA.
• Strong financial modelling and analytical skills, with advanced Microsoft Excel capability.
• Experience with FP&A or planning systems, Power BI, Power Query, ERP systems or data-driven reporting would be advantageous.

Responsibilities

• Support annual budgeting, forecasting and long-range planning, including rolling forecasts and scenario modelling.
• Produce monthly performance reporting and variance analysis across revenue, gross margin, operational costs and overheads.
• Develop FP&A reporting tools, dashboards and planning systems, supporting greater automation and standardisation of financial reporting.
• Prepare financial analysis and reporting for senior leadership while contributing to wider finance transformation, systems and data-quality initiatives.

Skills

Forecasting & budgeting

Financial modelling

Advanced Excel

Power BI

Education

ACA/ACCA/CIMA

Tools

Power BI

Power Query

ERP systems

Job description

Cathedral Appointments Ltd is seeking a Financial Planning & Analysis Analyst to join a dynamic finance function on a permanent basis. Reporting to the FP&A Manager, you will support financial planning, budgeting, forecasting and performance analysis, providing meaningful financial insight to senior stakeholders across the organisation.

You will also contribute to finance transformation, improving reporting processes, developing planning systems and helping the business move towards a more