Senior Financial Planning Analyst

JR United Kingdom; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A fast-growing company is looking for a Senior Financial Planning Analyst based in London. This hybrid role involves reporting to senior stakeholders and managing budget and forecast planning while engaging in project-based analysis. The right candidate will be a qualified accountant with strong financial modelling skills and a passion for problem-solving, playing a key role in strategic financial initiatives.

Qualifications

• Qualified Accountant (ACA/CIMA/ACCA) or Finalist.
• Strong interpersonal, communication and presentation skills.
• High level of Excel required for process improvements and automation.

Responsibilities

• Lead weekly/monthly volume revenue trend forecasts and annual budget planning.
• Conduct analysis of monthly performance to budget and forecast.
• Develop internal financial controls and improve processes.

Skills

Interpersonal Skills

Communication Skills

Presentation Skills

Commercial Acumen

Problem Solving Skills

Excel Skills

Modelling Skills

Power BI Knowledge

Education

Qualified Accountant (ACA/CIMA/ACCA)

Job description

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Senior Financial Planning Analyst, london (city of london)

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Client:

Marc Daniels Specialist Recruitment

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Fantastic opportunity has arisen as a Senior Financial Planning Analyst to join a fast growing business. This role offers hybrid working options and excellent career progression.

This is a commercially focused role which will report into senior stakeholders and will be responsible for Budget/Forecast planning for both entities as well as project-based analysis.

This will be a high exposure role and will be involved at the forefront of strategic work with stakeholders ranging from the senior leadership team to the operations or other support functions

Responsibilities:

• Weekly/Monthly Volume revenue trend Forecasts and Reforecast and Annual Budget Planning for both entities
• Capex and Opex business case review and benefit tracking with procurement
• Analysis of monthly performance to Budget and/or Forecast of financial and non-financial information, evaluating variance impact and identifying trends
• Generate and track cost saving initiatives, holding stakeholders to account
• Generate and track revenue generating initiatives, holding stakeholders to account
• Headcount and FTE modelling / analysis
• Work with procurement to understand annual contract renewals and inflationary impacts and Cashflow modelling.
• Adhering to and developing internal financial controls, improving processes where necessary
• Working closely with the Head of finance and FP&A manager on adhoc projects
• Capital Expenditure and Operational expenditure business cases will flow through this role as well as the tracking and monitoring of Cost saving / Revenue generation initiatives.
• Weekly volume and revenue trend analysis will also be part of the remit.

Requirements:

• Qualified Accountant (ACA/CIMA/ACCA) or Finalist.
• Strong interpersonal, communication and presentation skills
• Commercial and business acumen and strong excel and modelling skills including Power BI.
• The successful candidate will have a desire for systems and financial modelling and above all else be a systematic problem solver.
• A high level of excel is required as often projects involve process improvements and automation, this incorporated with systems knowledge will be a must for the successful candidate

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