Financial Planning Analyst About Us 3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds. The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UKs largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software. We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.
About You
This role within our Finance Department will support our group of businesses across the UK. This role will report directly to the Interim FP&A Lead and will work collaboratively with the wider Finance team and senior stakeholders within the wider 3173 Group. It is an exciting time to join our group of businesses as we are developing and expanding in a number of strategic areas. This role will play a key role in delivering against our growth strategy for the 3173 Group while managing risk and adding commercial insight.
You will be a qualified accountant or recently qualified finance professional with post-qualification experience gained within a commercial finance environment. You will support budgeting, forecasting, management reporting and business performance analysis while developing financial models and business insights. Advanced Excel skills are essential, and experience with Power Query, Power Pivot and Power BI would be advantageous.
Responsibilities & Criteria Your Responsibilities Will Include Assisting with the preparation of the budget and longer term strategic financial plans across the 3173 Group of businesses, including gathering source data, development of financial models and presentation of budgets to senior leadership and investors. Assisting in the preparation of business cases, contract tendering, and pricing adjustments. Leading the preparation of the financial investment appraisal of significant strategic investments across the Group.
Supporting the wider Finance Team with variance analysis and routine financial reporting. Supporting financial performance monitoring, contract profitability and staff utilisation metrics. Collaborating with the wider Finance team to continually develop financial reporting systems. Supporting the business with ad hoc analysis. Minimum (Essential) Requirements ACA/ACCA/CIMA qualified accountant with post qualification experience.
Familiarity with Sage, Oracle, SAP or similar accounting systems. Strong commercial awareness and experience supporting budgeting, forecasting and management reporting. Advanced Excel, PowerPoint and financial modelling skills. Monday to Friday, 37.5 hours per week with additional hours as and when required. Applying with a disability or long-term health condition?
As part of our belief that we benefit from the differences among us we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment, we guarantee to automatically interview anyone with a disability who meets the minimum criteria.
Financial Planning Analyst - Interim in Belfast employer: 3173 Company Limited
At 3173, we pride ourselves on being an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. Our commitment to training and development ensures that as a Bookkeeping & Accounts Administrator, you will have the opportunity to enhance your skills within a dynamic team, all while contributing to our mission of delivering exceptional pension services from our vibrant offices across the UK.
