Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Financial Planning Analyst, providing insights that drive key business decisions.
- Company: SRM Recruitment connects talented finance professionals with exciting opportunities in Cardiff.
- Benefits: Enjoy a full-time role with a focus on professional growth and development in a supportive environment.
- Why this job: Be part of a dynamic team, enhancing your skills while making a real impact on business performance.
- Qualifications: Bachelor's degree in Finance or related field; 3 years of finance experience required.
- Other info: This is a 100% office-based position, perfect for those who thrive in a collaborative setting.
The predicted salary is between 28800 - 48000 £ per year.
SRM are seeking 3 FP&A Analysts for a Cardiff based client who is seeking detail-oriented Finance Analysts to join their team. This role is 100% office based, please only apply if you are happy with this. You will provide key financial insights that drive business decisions. This role will support financial planning, budgeting, forecasting, and reporting processes while analyzing business performance and identifying areas for improvement.
Responsibilities:
- Support financial planning, budgeting, and forecasting processes, ensuring accuracy and efficiency.
- Conduct financial analysis on key business drivers, trends, and performance indicators.
- Prepare and present financial reports, dashboards, and insights to senior management.
- Analyse variances between actuals and forecasts/budgets, providing recommendations for improvement.
- Collaborate with cross-functional teams to evaluate financial implications of business decisions.
- Support month-end and year-end closing activities, ensuring timely and accurate reporting.
- Assist in financial modelling and scenario planning to support strategic decision-making.
- Monitor key financial metrics and identify opportunities to optimize costs and revenue streams.
- Ensure compliance with financial regulations, company policies, and reporting standards.
Minimum Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Must be studying towards a professional finance qualification.
- 3 years of experience in a finance or business analysis role.
- Strong analytical skills with the ability to interpret complex financial data.
- Proficiency in financial modelling and forecasting techniques.
- Advanced Excel skills; experience with financial software such as SAP, Oracle, or Power BI is a plus.
- Excellent attention to detail and problem-solving skills.
- Strong communication and presentation skills, with the ability to translate financial insights for non-finance stakeholders.
- Ability to work independently and as part of a team in a fast-paced environment.
Seniority level: Associate
Employment type: Full-time
Job function: Accounting/Auditing
Industries: Business Consulting and Services and Professional Services
Financial Planning Analyst employer: SRM Recruitment
Contact Detail:
SRM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Familiarise yourself with the key financial software mentioned in the job description, such as SAP or Oracle. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Brush up on your financial modelling and forecasting techniques. Consider creating sample models or scenarios that you can discuss during your interview to showcase your analytical skills and practical knowledge.
✨Tip Number 3
Prepare to discuss how you've previously collaborated with cross-functional teams. Think of specific examples where your financial insights influenced business decisions, as this will demonstrate your ability to communicate effectively with non-finance stakeholders.
✨Tip Number 4
Stay updated on current financial regulations and reporting standards relevant to the role. Being knowledgeable about compliance issues will not only help you in the interview but also show your commitment to the field.
We think you need these skills to ace Financial Planning Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, budgeting, and forecasting. Use specific examples that demonstrate your analytical skills and proficiency with financial software.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Financial Planning Analyst role. Explain how your background aligns with the company's needs and express your enthusiasm for the position.
Highlight Relevant Qualifications: Clearly state your educational background, especially your degree in Finance, Accounting, or Economics. Mention any professional finance qualifications you are pursuing to show your commitment to the field.
Showcase Communication Skills: Since the role requires presenting financial insights to senior management, include examples of past experiences where you successfully communicated complex financial data to non-financial stakeholders.
How to prepare for a job interview at SRM Recruitment
✨Know Your Numbers
As a Financial Planning Analyst, you'll need to demonstrate your strong analytical skills. Brush up on key financial metrics and be prepared to discuss how you've used data to drive business decisions in your previous roles.
✨Master Financial Modelling
Since the role involves financial modelling and forecasting, make sure you can showcase your proficiency in these areas. Bring examples of models you've created or worked on, and be ready to explain your thought process behind them.
✨Communicate Clearly
You'll need to present financial insights to senior management and non-finance stakeholders. Practice explaining complex financial concepts in simple terms, as effective communication is key to this role.
✨Showcase Team Collaboration
This position requires collaboration with cross-functional teams. Prepare examples of how you've successfully worked with others to evaluate financial implications of business decisions, highlighting your ability to work both independently and as part of a team.
