Strategic FP&A Analyst: Planning, Insight & Growth

Marks Sattin (UK) Ltd; Halifax; On-site; GBP 35,000 - 50,000; Full time

Job summary

A large services-based organisation in Halifax is seeking a driven FP&A Analyst to support financial planning, performance reporting, and commercial insights. Ideal for a part-qualified or newly qualified accountant, this role offers strategic exposure to senior stakeholders. Responsibilities include budgeting, forecasting, and enhancing reporting tools. Candidates should possess strong analytical skills, advanced Excel capabilities, and familiarity with BI tools like Power BI. A collaborative mindset and attention to detail are essential for success in this dynamic environment.

Qualifications

• Demonstrated experience in budgeting, forecasting, or management reporting.
• Experience in a large, multi-site or services-based organisation.
• Proven ability to produce clear, insightful analysis.

Responsibilities

• Support the annual budget and quarterly reforecasting processes.
• Prepare monthly management reporting packs including variance analysis.
• Work closely with teams to provide financial support and challenge.
• Enhance reporting tools and support automation of FP&A processes.
• Provide analytical support for strategic projects and presentations.

Skills

Analytical skills

Advanced Excel skills

Experience with BI tools

Ability to work with large data sets

Strong communication skills

Education

Part-qualified or newly qualified accountant (ACCA, CIMA, or ACA)

Strong academic background

Tools

Power BI

Tableau

Job description

A large services-based organisation in Halifax is seeking a driven FP&A Analyst to support financial planning, performance reporting, and commercial insights. Ideal for a part-qualified or newly qualified accountant, this role offers strategic exposure to senior stakeholders. Responsibilities include budgeting, forecasting, and enhancing reporting tools. Candidates should possess strong analytical skills, advanced Excel capabilities, and familiarity with BI tools like Power BI. A collaborative mindset and attention to detail are essential for success in this dynamic environment.