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- Tasks: Join us as a Financial Planning Analyst, focusing on budget planning and strategic analysis.
- Company: Be part of a fast-growing business with exciting career opportunities.
- Benefits: Enjoy hybrid working options and excellent career progression.
- Why this job: Gain high exposure to senior stakeholders and impactful projects in a dynamic environment.
- Qualifications: Qualified Accountant (ACA/CIMA/ACCA) or Finalist with strong Excel skills required.
- Other info: Work closely with finance leaders on innovative projects and process improvements.
The predicted salary is between 36000 - 60000 £ per year.
Fantastic opportunity has arisen to join a fast growing business. This role offers hybrid working options and excellent career progression. This is a commercially focused role which will report into senior stakeholders and will be responsible for Budget/Forecast planning for both entities as well as project-based analysis. This will be a high exposure role and will be involved at the forefront of strategic work with stakeholders ranging from the senior leadership team to the operations or other support functions.
Responsibilities:
- Weekly/Monthly Volume revenue trend Forecasts and Reforecast and Annual Budget Planning for both entities
- Capex and Opex business case review and benefit tracking with procurement
- Analysis of monthly performance to Budget and/or Forecast of financial and non-financial information, evaluating variance impact and identifying trends
- Generate and track cost saving initiatives, holding stakeholders to account
- Generate and track revenue generating initiatives, holding stakeholders to account
- Headcount and FTE modelling / analysis
- Work with procurement to understand annual contract renewals and inflationary impacts and Cashflow modelling
- Adhering to and developing internal financial controls, improving processes where necessary
- Working closely with the Head of finance and FP&A manager on adhoc projects
- Capital Expenditure and Operational expenditure business cases will flow through this role as well as the tracking and monitoring of Cost saving / Revenue generation initiatives
- Weekly volume and revenue trend analysis will also be part of the remit
Requirements:
- Qualified Accountant (ACA/CIMA/ACCA) or Finalist
- Strong interpersonal, communication and presentation skills
- Commercial and business acumen and strong excel and modelling skills including Power BI
- The successful candidate will have a desire for systems and financial modelling and above all else be a systematic problem solver
- A high level of excel is required as often projects involve process improvements and automation, this incorporated with systems knowledge will be a must for the successful candidate
Contact Detail:
Marc Daniels Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and analysis. Understanding current market conditions and how they impact budgeting and forecasting will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your Excel skills, especially advanced functions and modelling techniques. Since this role requires strong Excel capabilities, demonstrating your proficiency can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the finance sector, particularly those who work in financial planning and analysis. Engaging with industry peers can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Prepare to discuss your experience with stakeholder management. This role involves working closely with senior leadership, so showcasing your ability to communicate effectively and manage relationships will be crucial.
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 and skills that align with the Financial Planning Analyst role. Emphasise your qualifications as a qualified accountant (ACA/CIMA/ACCA) and any specific projects that showcase your financial modelling and analytical abilities.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about this role. Mention your strong interpersonal and communication skills, and how they will help you work effectively with senior stakeholders.
Showcase Technical Skills: In your application, highlight your proficiency in Excel and Power BI. Provide examples of how you've used these tools in previous roles to improve processes or generate insights, as this is crucial for the position.
Demonstrate Problem-Solving Abilities: Include specific instances where you've successfully solved complex problems or improved financial processes. This will show your systematic approach to challenges, which is essential for the Financial Planning Analyst role.
How to prepare for a job interview at Marc Daniels
✨Showcase Your Financial Acumen
Be prepared to discuss your understanding of financial concepts, particularly around budgeting and forecasting. Highlight any relevant experience you have with Capex and Opex analysis, as well as your ability to evaluate variance impacts.
✨Demonstrate Strong Excel Skills
Since this role requires advanced Excel and modelling skills, be ready to provide examples of how you've used these tools in previous roles. If possible, mention any experience with Power BI or similar software to showcase your technical proficiency.
✨Communicate Effectively
Given the high exposure to senior stakeholders, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've successfully communicated complex financial information to non-financial audiences in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially in relation to financial modelling and process improvements. Think of specific scenarios where you've identified trends or implemented cost-saving initiatives, and be ready to share those experiences.
