Financial Planning Analyst
Financial Planning Analyst

Financial Planning Analyst

Wrexham Full-Time 28800 - 48000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join our finance team to analyse data and support strategic decisions.
  • Company: A leading hospitality group in the UK, committed to quality and sustainability.
  • Benefits: Enjoy hybrid working, 25 days holiday, private healthcare, and a bonus scheme.
  • Why this job: Be part of a friendly culture with clear career progression and impactful work.
  • Qualifications: Strong Excel skills; part or fully qualified accountant preferred.
  • Other info: Collaborate with senior stakeholders and enjoy regular social events.

The predicted salary is between 28800 - 48000 £ per year.

A newly created FP&A Analyst role in a collaborative and creative finance team, offering strategic exposure and career development in a growing hospitality business.

This is a fantastic opportunity to join a newly formed Commercial Finance team as an FP&A Analyst. You’ll play a key role in delivering insightful analysis and reporting that drives strategic decisions across the business.

We’re looking for someone who thrives in a fast-paced environment, enjoys working with data, and is confident communicating with stakeholders at all levels.

Our Client

Our client is a well-established hospitality group with a strong presence across the UK. They are known for their commitment to quality, sustainability, and a people-first culture.

The Role

This is a broad and varied FP&A Analyst role offering exposure across the business:

  • Delivering daily, weekly, and monthly trading analysis
  • Supporting the budgeting and forecasting process
  • Producing KPI reports and monthly performance decks
  • Building analytical tools to support decision-making
  • Collaborating with cross-functional teams and senior stakeholders

Main Duties

You’ll be a key part of the Commercial Finance team, helping to shape financial strategy:

  • Analyse trading performance and identify trends
  • Prepare monthly KPI dashboards and board packs
  • Support the FP&A Manager with forecasts and budgets
  • Deliver ad hoc analysis and project support
  • Liaise with the Management Accounts team to ensure smooth month-end processes

The Successful Candidate

We’re looking for someone who is analytical, proactive, and a great communicator:

  • Strong Excel and analytical skills
  • Comfortable presenting insights to senior stakeholders
  • Part or fully qualified accountant (ACA or equivalent)
  • A team player with a positive, can-do attitude
  • Able to work independently and manage multiple priorities

What’s on offer?

Salary: Competitive, based on experience
Bonus: 10% company bonus scheme
Location: Chester (with hybrid working options)
Benefits: 25 days holiday (+ option to buy 5 more), enhanced pension, private healthcare, electric/hybrid car scheme, Perkbox, and more
Culture: Friendly, inclusive, and values-driven with regular social events and a strong focus on wellbeing
Career: Clear progression opportunities within a growing finance function

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Contact Detail:

Mackie Myers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Familiarise yourself with the hospitality industry and current trends. Understanding the specific challenges and opportunities in this sector will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.

✨Tip Number 2

Brush up on your Excel skills, particularly in data analysis and reporting. Being able to showcase your proficiency in Excel during discussions can set you apart, as it's a crucial tool for the FP&A Analyst role.

✨Tip Number 3

Prepare to discuss your experience with budgeting and forecasting processes. Be ready to share specific examples of how you've contributed to these areas in previous roles, as this will highlight your relevant expertise.

✨Tip Number 4

Network with professionals in the finance and hospitality sectors. Engaging with others in these fields 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

Strong Excel Skills
Analytical Skills
Financial Modelling
Budgeting and Forecasting
KPI Reporting
Data Analysis
Communication Skills
Stakeholder Management
Attention to Detail
Problem-Solving Skills
Team Collaboration
Time Management
Proactive Attitude
Presentation Skills
Accounting Knowledge (ACA or equivalent)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the FP&A Analyst role. Emphasise your analytical abilities, Excel proficiency, and any experience in budgeting or forecasting.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the hospitality industry and your understanding of the company's values. Mention specific examples of how your skills can contribute to their financial strategy.

Highlight Relevant Qualifications: If you are part or fully qualified (ACA or equivalent), make this clear in your application. Include any relevant certifications or training that demonstrate your commitment to the finance field.

Showcase Communication Skills: Since the role involves liaising with stakeholders, provide examples in your application of how you've effectively communicated insights or analysis in previous roles. This will demonstrate your ability to present information clearly.

How to prepare for a job interview at Mackie Myers

✨Showcase Your Analytical Skills

As a Financial Planning Analyst, your analytical abilities are crucial. Be prepared to discuss specific examples of how you've used data to drive decisions in previous roles. Highlight any tools or methodologies you’ve employed to analyse financial performance.

✨Prepare for Stakeholder Communication

Since the role involves presenting insights to senior stakeholders, practice articulating complex financial concepts in a clear and concise manner. Consider preparing a mock presentation to demonstrate your communication skills and confidence.

✨Familiarise Yourself with KPIs

Understanding key performance indicators is essential for this role. Research common KPIs in the hospitality industry and be ready to discuss how you would approach creating and analysing KPI reports.

✨Emphasise Team Collaboration

This position requires collaboration with cross-functional teams. Share examples of how you've successfully worked within a team to achieve common goals, and express your enthusiasm for contributing to a positive team culture.

Financial Planning Analyst
Mackie Myers
Location: Wrexham
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  • Financial Planning Analyst

    Wrexham
    Full-Time
    28800 - 48000 £ / year (est.)
  • M

    Mackie Myers

    50-100
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