Senior Financial Planning Analyst

Marks Sattin (UK) Ltd; Worcester; Hybrid; GBP 55,000; Full time

Job summary

A leading business in Worcester is seeking a Senior Financial Planning Analyst to join their growing team. This newly-created role will collaborate closely with the senior leadership team, providing high-quality financial reporting and analysis to drive strategic initiatives. The employer offers flexibility with work-from-home options, promoting a dynamic and supportive work environment.

Qualifications

• Proven experience in financial planning and analysis.
• Ability to produce complex financial analysis and reports.
• High degree of skill with Excel.

Responsibilities

• Partner with senior leadership across departments for financial needs.
• Lead cross-functional meetings to discuss financial performance.
• Ownership of monthly reporting to the Board.

Skills

Financial analysis

Communication

Excel

Critical thinking

Commercial mindset

Education

Qualified accountant

Job description

Senior Financial Planning Analyst

Worcester with 2 days in the office

£55,000

Newly-created FP&A role in a growing Worcester business. A number 2 role to the Head of FP&A, collaborating with the senior leadership team, providing high quality financial reporting and analysis and driving strategic initiatives. A flexible employer offering 3 days WFH.

Key responsibilities

• Partnering with senior leadership across various departments to understand their financial needs
• Offering insights and recommendations based on in-depth financial insight
• Leading cross-functional meetings to discuss financial performance and strategic initiatives
• Ownership of monthly reporting to the Board
• Developing and maintaining advanced financial models to support business planning and decision-making
• Analysing complex financial data to identify trends, risks and opportunities
• Supporting the annual budgeting process and monthly/quarterly forecasting process
• Identifying areas for process improvements to enhance FP&A activities
• Supporting projects and initiatives with first class financial analysis
• Developing business cases for new investments

Candidate profile

• A qualified accountant with proven experience in financial planning and analysis
• Good experience of producing complex financial analysis and reports
• A high degree of skill with Excel
• An effective communicator who can present complex financial information clearly
• A strong commercial mindset and able to communicate finance matters to non-finance people
• The ability to think critically and evaluate opportunities/risks

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.