Senior Financial Planning Analyst

ZipRecruiter; Worcester; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A leading tech organization is seeking a Senior Financial Planning Analyst to influence strategic decisions and drive financial performance. This role involves business partnering, complex financial modeling, and supporting procurement initiatives in a collaborative environment. Join a culture that values people and offers a hybrid working model.

Benefits

Employee Development

Wellbeing Investment

Flexible Working

Collaborative Culture

Qualifications

• Fully qualified accountant (ACCA, CIMA, or ACA) required.
• Proven experience in Financial Planning & Analysis.
• Experience in software or SaaS industries is a plus.

Responsibilities

• Business partnering with senior leaders to deliver financial insights.
• Ownership of monthly board and executive reporting.
• Leading budgeting, forecasting, and long-range planning processes.

Skills

Analytical

Commercial Acumen

Problem Solving

Education

ACCA

CIMA

ACA

Tools

Excel

PowerBI

Job description

Job DescriptionSenior Financial Planning Analyst

Are you an experienced FP&A professional looking to step into a high-impact role with real strategic influence? Do you thrive in a fast-paced, collaborative environment where your insights truly shape business direction?

The Role: Senior Financial Planning Analyst

Reporting directly to the Head of Group FP&A, you'll play a pivotal role in driving the financial performance of the Group. Acting as a key business partner to senior stakeholders across Finance and Commercial teams, you'll deliver meaningful analysis, influence strategic decisions, and help lead financial planning and reporting processes.

Key Responsibilities Include:

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  Business partnering with senior leaders to understand performance and deliver financial insights

  
  




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  Ownership of monthly board and executive reporting

  
  




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  Leading budgeting, forecasting, and long-range planning processes

  
  




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  Building and maintaining complex financial models to drive decision-making

  
  




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  Supporting strategic projects and investment cases with robust analysis

  
  




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  Driving continuous process improvements and best-practice reporting

  
  




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  Supporting procurement initiatives to ensure best value for spend

  
  

What You'll Need to Succeed:

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  Fully qualified accountant (ACCA, CIMA, or ACA) - essential

  
  




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  Proven experience in Financial Planning & Analysis

  
  




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  Advanced Excel skills (macros, data tools); PowerBI knowledge highly desirable

  
  




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  Strong commercial acumen and confident presenting to senior stakeholders

  
  




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  Analytical, proactive, and thrives on solving complex business problems

  
  




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  Experience in software or SaaS industries is a plus

  
  




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  Comfortable working to tight deadlines and managing competing priorities

  
  

Why Join?

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  A culture that puts people first - inclusive, collaborative, and values-driven

  
  




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  Clear investment in employee development and wellbeing

  
  




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  Hybrid working environment offering flexibility and autonomy

  
  




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  Join a business where you can genuinely make an impact

  
  

This is more than just a number-crunching role - it's a chance to partner with key decision-makers, drive business performance, and help shape the future of a growing tech organisation.

If you have the relevant skills and experience then please apply!