Senior Financial Planning Analyst

Hewett Recruitment; Worcester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company is seeking a Senior Financial Planning Analyst to enhance strategic decision-making through financial analysis and reporting. This pivotal role involves direct collaboration with senior stakeholders in a dynamic work environment that values inclusion and employee growth. Ideal candidates will be fully qualified accountants with proven FP&A experience and advanced skills in Excel. This position offers flexibility within a hybrid working model and a culture centered on impact and development.

Benefits

Flexible working environment

Investment in employee development and wellbeing

Inclusive and collaborative company culture

Qualifications

• Fully qualified accountant with ACCA, CIMA, or ACA certification.
• Proven experience in Financial Planning & Analysis.
• Strong commercial acumen and effective in stakeholder presentations.

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

Financial Planning & Analysis

Advanced Excel

Commercial Acumen

Analytical Skills

Education

Fully qualified accountant (ACCA, CIMA, or ACA)

Tools

PowerBI

Job description

Senior 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:

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

• Ownership of monthly board and executive reporting

• Leading budgeting, forecasting, and long-range planning processes

• Building and maintaining complex financial models to drive decision-making

• Supporting strategic projects and investment cases with robust analysis

• Driving continuous process improvements and best-practice reporting

• Supporting procurement initiatives to ensure best value for spend

What You'll Need to Succeed as an FP&A:

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

• Proven experience in Financial Planning & Analysis

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

• Strong commercial acumen and confident presenting to senior stakeholders

• Analytical, proactive, and thrives on solving complex business problems

• Experience in software or SaaS industries is a plus

• Comfortable working to tight deadlines and managing competing priorities

Why Join?

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

• Clear investment in employee development and wellbeing

• Hybrid working environment offering flexibility and autonomy

• 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!