Financial Planning Analyst
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Financial Planning Analyst

Financial Planning Analyst

Temporary 36000 - 60000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Join a dynamic finance team to prepare financial reports and support budgeting activities.
  • Company: Stanton House is a leading recruitment firm focused on the industrial services sector.
  • Benefits: Enjoy a fully remote role with flexible working and opportunities for ad-hoc travel.
  • Why this job: Gain hands-on experience in financial analysis while contributing to impactful projects.
  • Qualifications: Strong financial analysis skills and advanced Excel proficiency are essential.
  • Other info: This is a 6-month contract position with potential for future opportunities.

The predicted salary is between 36000 - 60000 £ per year.

Length: 6-month position

Location: Fully remote with ad-hoc travel to meetings

Start Date: ASAP

IR35: Likely outside IR35

Overview: Stanton House has been engaged to find an Interim FP&A Analyst for a PE backed company in the industrial services sector. With a revenue of more than £90m, this role offers the opportunity to work with a fast-paced finance team, contributing to various financial reporting, analysis, and system tasks. The successful candidate will play a crucial role in preparing monthly financial reports, supporting budgeting and forecasting activities, and assisting with internal and board-level presentations. The position will also require performing ad-hoc analysis, working with financial models, and contributing to both operational and strategic finance activities.

Key Responsibilities:

  • Regularly review job tree vs. nominal to ensure balance across P&L, Balance Sheet, and Cash Flow OLE models to prevent system unpost/repost issues.
  • Prepare monthly P&L, Balance Sheet, and Cash Flow statements.
  • Generate P&L data for monthly board reporting.
  • Produce Balance Sheet and Cash Flow reports for monthly board reporting.
  • Perform aged debtors reconciliation and debtor day analysis.
  • Complete aged creditors reconciliation and creditor day analysis.
  • Process customer billings monthly from the SL daybook reports.
  • Analyze supplier spend on a monthly basis using the PL daybook reports.
  • Provide company overhead analysis against the budget.
  • Review and verify P&L YTD figures from P&L returns and create monthly WIP journals.
  • Compile and analyze contract packs for Mechanical and Industrial Services, including:
  • Cost analysis report for the division.
  • Revenue and contribution by customer.
  • Actual vs. Budget by job number.
  • Job number contract tracker by month.
  • WIP tracker by month.
  • Prepare working capital analysis with visual graphs (Net working capital Jan 2016 – February 2025).
  • Produce finance reports in the pre-sale format as requested by stakeholders.
  • Develop and track Direct Cost Analysis and Monthly Tracker reports for internal and board reporting (including bespoke models for Mechanical and Industrial Services contracts).
  • Prepare monthly P&L by service type (Actual vs. Budget report).
  • Qualifications and Skills:

    • Proven experience in financial analysis and reporting, with a strong understanding of P&L, Balance Sheet, and Cash Flow models.
    • Private Equity experience is desirable but not essential.
    • Advanced proficiency in Excel, including the use of pivot tables, macros, and Power Query.
    • Experience with financial software systems (e.g., Exchequer, OLE models).
    • Strong communication skills and ability to prepare reports for both internal and board-level audiences.
    • Ability to handle complex data sets and perform in-depth analysis.
    • Self-starter with strong attention to detail, accuracy, and problem-solving skills.
    • Ability to work independently with minimal supervision.

    If you feel you meet the above criteria, please do apply. Unfortunately, due to the number of applications, we may struggle to provide feedback to all unsuccessful applications.

    Seniority level: Mid-Senior level

    Employment type: Contract

    Job function: Accounting/Auditing

    Industries: Business Consulting and Services

    Financial Planning Analyst employer: Stanton House

    Stanton House is an exceptional employer, offering a dynamic and supportive work environment for Financial Planning Analysts. With the flexibility of a fully remote position and opportunities for ad-hoc travel, employees benefit from a strong work-life balance while engaging with a fast-paced finance team in the industrial services sector. The company prioritises professional growth, providing access to advanced financial tools and fostering a culture of collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment.
    S

    Contact Detail:

    Stanton House Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Financial Planning Analyst

    ✨Tip Number 1

    Familiarise yourself with the specific financial software systems mentioned in the job description, such as Exchequer and OLE models. Having hands-on experience or even a basic understanding of these tools can set you apart during interviews.

    ✨Tip Number 2

    Brush up on your Excel skills, particularly with pivot tables, macros, and Power Query. Consider taking an online course or watching tutorials to enhance your proficiency, as this is crucial for the role.

    ✨Tip Number 3

    Prepare to discuss your previous experience with financial analysis and reporting in detail. Be ready to provide examples of how you've handled P&L, Balance Sheet, and Cash Flow models in past roles, as this will demonstrate your capability.

    ✨Tip Number 4

    Network with professionals in the private equity sector or those who have worked in similar roles. Engaging with industry contacts can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.

    We think you need these skills to ace Financial Planning Analyst

    Financial Analysis
    Reporting Skills
    P&L Understanding
    Balance Sheet Knowledge
    Cash Flow Modelling
    Advanced Excel Proficiency
    Pivot Tables
    Macros
    Power Query
    Financial Software Systems Experience
    Data Analysis
    Attention to Detail
    Problem-Solving Skills
    Communication Skills
    Ability to Work Independently

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis and reporting. Emphasise your proficiency with P&L, Balance Sheet, and Cash Flow models, as well as any experience with private equity if applicable.

    Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your skills and experiences align with the needs of the role, particularly your ability to prepare financial reports and perform complex analyses.

    Highlight Technical Skills: Clearly list your technical skills, especially your advanced proficiency in Excel and any experience with financial software systems. Mention specific tools or techniques you have used, such as pivot tables, macros, and Power Query.

    Showcase Communication Abilities: Since the role requires preparing reports for internal and board-level audiences, include examples of your strong communication skills. Mention any previous experiences where you successfully presented financial data or analysis to stakeholders.

    How to prepare for a job interview at Stanton House

    ✨Know Your Financial Models

    Make sure you have a solid understanding of P&L, Balance Sheet, and Cash Flow models. Be prepared to discuss how you've used these in previous roles, as well as any specific financial software systems you've worked with.

    ✨Showcase Your Excel Skills

    Since advanced proficiency in Excel is crucial for this role, be ready to demonstrate your skills. Discuss your experience with pivot tables, macros, and Power Query, and consider bringing examples of reports you've created.

    ✨Prepare for Scenario-Based Questions

    Expect questions that assess your problem-solving abilities and analytical skills. Prepare to discuss how you've handled complex data sets or performed in-depth analysis in past positions, especially in a fast-paced environment.

    ✨Communicate Effectively

    Strong communication skills are essential for this role. Practice explaining financial concepts clearly and concisely, as you may need to present your findings to both internal teams and board-level audiences.

    Financial Planning Analyst
    Stanton House
    Apply now
    S
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