Strategic Financial Planning Analyst (Hybrid)

Saxon Weald; Horsham; Hybrid; GBP 55,000 - 60,000; Full time

Benefits offered by this job

27 days annual leave + bank holidays

Excellent employer pension

Life assurance 4x salary

Cashback on medical expenses

Employee Assistance Programme

Gym discounts & cycle to work

Loyalty scheme for long service

Hybrid working

Job summary

Saxon Weald seeks a Financial Planning Analyst in Horsham to influence strategic and investment decisions using financial data. You will report to the Financial Planning & Treasury Manager and build models, forecasts and dashboards to inform long-term planning and performance insights.

We value ACA/ACCA/CIMA qualifications and strong Excel/reporting skills. The role supports treasury activities and financial controls while promoting value-for-money across the organisation.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA or equivalent.
• Experience in financial, business or commercial analysis.
• Able to build financial models and interpret large datasets.
• Advanced Excel skills and experience with reporting tools.
• Knowledge of financial controls and governance.
• Experience in social housing is advantageous.

Responsibilities

• Produce clear financial, operational and asset performance analysis to support strategic and business decisions.
• Develop financial models, forecasts and scenario analysis to inform business planning and investment.
• Support the development of our long-term business plan.
• Analyse the performance of our housing stock to support and inform investment and strategic decisions.
• Support transformation projects, development opportunities and major investment appraisals.
• Provide benchmarking, value-for-money and performance insight to identify opportunities for improvement.
• Develop dashboards, management information and reporting tools that make data accurate, accessible and useful.
• Help improve data quality, reporting processes, financial controls and audit trails across the organisation.
• Support treasury activity, including cashflow forecasting, liquidity planning and covenant monitoring.

Skills

Financial analysis

Forecasting

Advanced Excel

Financial modelling

Data interpretation

Education

ACCA/ACCA/CIMA

Tools

Reporting tools

Job description

Saxon Weald seeks a Financial Planning Analyst in Horsham to influence strategic and investment decisions using financial data. You will report to the Financial Planning & Treasury Manager and build models, forecasts and dashboards to inform long-term planning and performance insights.

We value ACA/ACCA/CIMA qualifications and strong Excel/reporting skills. The role supports treasury activities and financial controls while promoting value-for-money across the organisation.