Senior Financial Planning Analyst

ZipRecruiter; Burton-on-Trent; On-site; GBP 45,000 - 55,000; Full time

Job summary

A leading company in Burton-on-Trent is seeking a commercially minded finance professional for their FP&A team. The role involves budgeting, forecasting, and implementing a planning system while working closely with business teams to provide financial insight. The successful candidate will need to have strong financial modelling skills and relevant qualifications, along with the ability to influence senior leaders.

Qualifications

• Experience in FP&A, budgeting, or financial modelling is essential.
• Relevant finance qualification (CIMA, ACCA, ACA) required.
• Strong Excel skills necessary.

Responsibilities

• Build and maintain models for budgeting, forecasting, and cash flow.
• Manage FX modelling and provide cash flow forecasts.
• Deliver financial insight and support monthly reporting.

Skills

Excel

Attention to detail

Cross-functional collaboration

Proactive mindset

Education

CIMA

ACCA

ACA

Job description

Job Description

Gleeson Recruitment Group are working with a client based in the Burton area that are looking for a commercially minded finance professional to join their FP&A team. Reporting to the FP&A Manager, you’ll play a key role in budgeting, forecasting, and implementing a new planning system. You’ll also lead the finance element of capital investment projects, working closely with wider business teams.

This role involves developing financial models, producing meaningful analysis, and partnering with senior leaders to support strategic decisions. You'll also be responsible for preparing regular reporting packs that provide clear insight into business performance against budgets and forecasts.

The business can offer a salary between £45,000 - £55,000 with 3 days in the office and 2 from home.

Key Responsibilities

• Build and maintain models for budgeting, forecasting, and cash flow
• Support the rollout across the business
• Manage FX modelling in line with hedging policies
• Provide short- and long-term cash flow forecasts
• Deliver financial insight across operational areas
• Work with senior leaders to improve cost centre reporting
• Lead financial aspects of capital projects, from budgeting through to post-implementation review
• Support monthly results analysis and reporting with core and commercial finance teams
• Produce monthly and quarterly reports for internal and external stakeholders
• Help build the FP&A function, including mentoring future team members

Ideal Candidate

• Experience in FP&A, budgeting, or financial modelling
• Strong Excel skills
• The ability to work cross-functionally and influence others
• Excellent attention to detail and a proactive mindset
• A relevant finance qualification (e.g. CIMA, ACCA, ACA)