Remote - Financial Planning & Reporting Analyst

Transaction Recruitment Ltd.; Birmingham; Remote; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Fully remote

Study support towards professional资格

Job summary

Transaction Recruitment are recruiting a Financial Planning & Reporting Analyst for a large logistics business. This fully remote role offers exposure to senior stakeholders and the chance to shape financial reporting across the organisation.

You'll build monthly packs, support budgeting and forecasting, analyse working capital, and drive efficiency in reporting using D365 and advanced Excel. UK-based remote workers encouraged; strong communication and stakeholder management required.

Qualifications

• ACA/ACCA/CIMA qualified, or qualified by experience.
• Strong Excel skills and experience with financial reporting systems.
• Experience budgeting, forecasting and reporting in a commercial environment.

Responsibilities

• Building and delivering monthly reporting packs for senior leadership and Group Finance.
• Shaping the monthly EBIT narrative with Finance Business Partners.
• Leading the annual budgeting and forecasting cycle from templates to reporting decks.
• Reviewing Working Capital performance and improving visibility and tracking.
• Developing overhead reporting and analysis to show cost performance and risks.
• Consolidating monthly EBIT with reconciliations in D365.
• Producing financial analysis, management reports and KPIs for decision-making.
• Improving month-end reporting processes and D365 tooling.

Skills

Advanced Excel

Financial analysis

Budgeting & forecasting

Stakeholder management

Education

ACA/ACCA/CIMA or by experience

Tools

D365 ERP

Job description

About the Business

A fantastic opportunity to join a large, well-established and fast-growing logistics business as a Financial Planning & Reporting Analyst, working on a fully remote basis (we can only support remote workers based in the UK). This role sits at the heart of the Group Finance function, giving you genuine exposure to senior stakeholders and a real platform to shape financial reporting and support business decision-making across the organisation.

Main Duties:

As a Financial Planning & Reporting Analyst, your main duties include:

• Building and delivering monthly reporting packs for senior leadership and Group Finance, flagging key trends, variances, risks and opportunities
• Helping shape the monthly EBIT narrative against budget, working closely with Finance Business Partners to keep reporting consistent and accurate
• Playing a central role in the annual budgeting and forecasting cycle, from building templates to preparing reporting packs and presentation decks
• Reviewing and challenging Working Capital performance, improving visibility and tracking initiatives across the business
• Developing overhead reporting and analysis to give clear insight into cost performance and emerging risks
• Consolidating the monthly EBIT position, including detailed reconciliations within the D365 system
• Producing meaningful financial analysis, management reports and KPIs to support better business decisions
• Continuously improving the month-end reporting process, including maintenance of the D365 reporting tool
• Partnering with Finance Business Partners and senior leadership on ad hoc analysis to support strategic priorities
• Identifying opportunities to drive greater efficiency, consistency and value across financial reporting

Location / Office / Culture

This role is fully remote, offering genuine flexibility to work from home full time. You ll join a large, well-established business known for its supportive team culture and collaborative approach to finance, with plenty of opportunity for genuine career progression.

What We Are Looking For

The ideal candidate will have:

• Solid experience in financial analysis and reporting, with a good understanding of margin, overheads and working capital
• Strong analytical and problem-solving skills, comfortable turning complex financial data into clear, actionable insight
• Experience of budgeting, forecasting and financial reporting within a commercial environment
• Confident communication and relationship-building skills, able to engage stakeholders at all levels
• Strong organisational skills, able to manage multiple priorities and tight deadlines without compromising accuracy
• A proactive, detail-oriented approach, always looking for ways to improve rather than simply report
• Advanced Excel skills, with experience using financial reporting systems or ERP platforms such as D365
• A collaborative, team-oriented mindset with a genuine interest in continuous improvement
• ACA/ACCA/CIMA qualified, or qualified by experience, will be considered

Salary

£45,000 £50,000 per annum, depending on experience.

Why Join the business

• Fully remote working
• Full study support towards a professional qualification
• Join a large, well-established business with genuine flexibility
• Supportive, collaborative team culture
• Clear progression opportunities

Ref: BR77030