Senior Financial Planning Analyst

Activate Group Limited; United Kingdom; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading private equity-backed company is seeking a Senior Financial Planning Analyst to deliver accurate financial insights through budgeting, forecasting, and reporting. Responsibilities include leading the budgeting process, developing financial models, and providing analytical support for strategic initiatives. The ideal candidate is a qualified accountant with significant FP&A experience in dynamic environments. This role offers competitive benefits and the flexibility of a home-based work arrangement.

Benefits

33 days holiday (including bank holidays)

Personal health cash plan

Enhanced maternity / paternity / adoption pay

Life assurance: three times basic salary

Free breakfasts and fruit

Birthday surprise

Qualifications

• Significant experience in FP&A within a private equity-backed or corporate environment with high turnover (£100m-£300m).
• Strong skills in financial modelling, forecasting, project modelling and analysis.
• Comfortable working in a fast paced, demanding environment.

Responsibilities

• Lead the Group's budgeting, forecasting and long-range planning processes.
• Develop and enhance the Group's current financial models.
• Collect, analyse, and interpret financial data to support business decisions.

Skills

Financial modelling

Forecasting

Advanced proficiency in Microsoft Excel

Communication skills

Analytical thinking

Education

Qualified accountant (ACA/ACCA/CIMA or equivalent)

Tools

BI/reporting tools

Job description

Job title: Senior Financial Planning Analyst

Department: Finance

Location: Home based

Hours: 37.5 hours per week

Salary: Competitive

We're looking for a Senior Financial Planning Analyst to be part of our success story.

Listed in the 2022 Sunday Times 100: Britain's fastest-growing private companies.

Great career development opportunities – grow with us.

About the role

As a Senior Financial Planning Analyst you will be responsible for the delivery of accurate, forward-looking financial insight through budgeting, forecasting and performance reporting.

Key responsibilities

Financial Planning and Analysis (FP&A)

• Lead the Group's budgeting, forecasting and long-range planning processes, ensuring alignment with strategic goals.
• Develop and enhance the Group's current financial models ensuring robust and fit for purpose.
• Collaborate with finance and budget owners to develop performance metrics and KPIs.

Data Analysis and Reporting

• Collect, analyse, and interpret financial data to support business decisions. Identify and interpret trends or patterns in complex data sets.
• Provide key data insights to customer and key stakeholders to help improve profitability and business performance.
• Create financial models to predict future trends and identify potential risks and opportunities.
• Work with stakeholders across the Group to prioritise business and information needs.
• Support preparation of Board packs and investor reports.

Strategic Support

• Provide analytical support for strategic initiatives and business cases.
• Identify trends and patterns in financial data to support strategic decision-making.
• Develop and present findings to senior management and stakeholders.

Process Improvement

• Identify opportunities to automate and streamline financial reporting and analysis processes.
• Stay updated with industry trends and advancements in BI tools and techniques.

Skills and experience

• Qualified accountant (ACA/ACCA/CIMA or equivalent)
• Significant experience in FP&A within a private equity-backed or corporate environment with high turnover (£100m-£300m)
• Strong skills in financial modelling, forecasting, project modelling and analysis
• Exposure to multi-site and multi-entity operations
• Advanced proficiency in Microsoft Excel and strong experience with BI/reporting tools
• Strong communication and presentation skills
• Ability to work independently and collaboratively in a team environment
• Comfortable working in a fast paced, demanding environment
• High attention to detail and commitment to data accuracy

Benefits

• 33 days holiday (including bank holidays)
• Personal health cash plan - claim back the cost of things like dentist and optical check ups
• Enhanced maternity / paternity / adoption / shared parental pay
• Life assurance: three times basic salary
• Free breakfasts and fruit
• Birthday surprise for everybody!

What you can expect from us

At Activate Group, looking after team members is a major priority. Whether you're at our smart Halifax or Peterborough offices, one of our AAR sites or working from home, we'll make sure you have all the support you need to succeed. From benefits that put your health and wellbeing first, to impressive rewards for our employee of the month, and little perks like free fruit and cereal, we'll go out of our way to show how much we appreciate you.

A bit about us

Named by the Sunday Times as one of the UK's 100 fastest-growing private companies, we employ more than 700 team members nationwide.

We work with some of the UK's largest fleets and insurance companies, supporting drivers that have been involved in a road incident at our contact centres in Halifax and Peterborough.

We look after every step of the repair process, repairing vehicles at our own Activate Accident Repair body shops, and through a UK-wide network of independent repair partners.

Want to know what it's like to work with us? Take a look at our purpose and values. They define who we are, and how we work with team members, customers and suppliers:

Purpose

Make someone's bad day better

Values

• Make it happen - Be accountable. Take the initiative, work fast, and do a great job.
• Strive for better - Be bold. Challenge the norm - make small improvements often.
• Win together - Be a team-player. Win together, learn together, respect each other.