Financial Planning & Reporting Analyst

As part of a continual drive to develop our finance team\’s ability to add value, we are currently seeking a driven individual to join Carter Jonas as a Financial Planning and Reporting Analyst, based at our Peterborough office. This varied role involves collating KPI information and participating in the production of monthly management accounts, budgets, and forecasts. This is a 12-month fixed-term contract to cover maternity leave.

We offer a highly competitive salary package, including a comprehensive benefits package with flexible options such as purchasing additional leave, health cash plans, and a cycle-to-work scheme. We welcome applications from those seeking flexible or agile working arrangements, which can be discussed at the application stage.

Note: This is a hybrid role based in Peterborough. Please only apply if you are able to commute to the office three days a week.

Main Tasks:

1. Working closely with the Senior Analyst to ensure accurate allocation of costs within the monthly management accounts, including calculation of accruals, prepayments, depreciation, and posting relevant journals.
2. Producing high-quality analysis to provide insights into business performance.
3. Collating key forecast information from the business in a timely and accurate manner.
4. Supporting the annual budgeting process.
5. Developing and maintaining processes and procedures using up-to-date technology to ensure accurate and timely information. The role involves taking on various tasks set by the Financial Controller and Financial Planning & Reporting Manager.

This list is not exhaustive; the role requires someone who is flexible and innovative in their approach.

What will it take to be successful?

We are seeking someone who is part-qualified in CIMA/ACCA or AAT qualified, looking to progress to a CIMA or ACCA qualification. You should have up-to-date knowledge of accounting standards and experience in a professional service, corporate, or LLP environment. Experience with systems like Business Central and reporting tools such as Jet Reports or Power Pivots would be highly advantageous.

It is essential that you possess excellent attention to detail and accuracy, are enthusiastic and proactive, and have strong numerical and analytical skills. You should have excellent communication and interpersonal skills, be a team player, and possess strong problem-solving abilities. Full computer literacy, including proficiency in MS Office programs such as Excel, Word, and Outlook, is required. Ideally, you will have substantial experience in a similar industry or a reputable accountancy firm.

• We prioritize your well-being with a comprehensive range of benefits designed to support you both personally and professionally.

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