At a Glance
- Tasks: Analyse financial data, develop forecasts, and support business planning.
- Company: Dynamic company in Wrexham focused on financial excellence.
- Benefits: Competitive salary, pension scheme, and generous annual leave.
- Other info: Great opportunity for career growth and involvement in strategic planning.
- Why this job: Become a trusted partner, driving profitability and efficiency in a collaborative environment.
- Qualifications: Degree in Finance or related field; analytical skills and financial modelling experience required.
Our client based in the Wrexham area is currently recruiting a Financial Planning Analyst on a permanent basis. Working closely with Finance and Operational Management, the Financial Analyst will analyse business performance, identify trends, improve financial reporting, develop forecasts and support business planning. The successful candidate will become a trusted business partner, providing data-driven recommendations that improve profitability, operational efficiency and long-term business performance.
Performance Objectives
- Financial Analysis
- Analyse financial and operational data to identify trends, risks and opportunities.
- Produce weekly and monthly financial performance reports.
- Develop financial models to support business decisions.
- Conduct variance analysis against budgets, forecasts and prior performance.
- Monitor key financial and operational KPIs.
- Support profitability analysis across departments, products and customers.
- Provide meaningful financial insight to senior management.
- Forecasting & Budgeting
- Assist in the preparation of annual budgets.
- Support rolling forecasts and financial planning activities.
- Develop financial projections for business growth and investment.
- Analyse operational performance against forecast.
- Support departmental budget reviews.
- Identify financial risks and opportunities.
- Business Partnering
- Work closely with Operations, Engineering, Production and Supply Chain to improve business performance.
- Challenge operational assumptions using financial analysis.
- Support management with investment appraisals and business cases.
- Provide financial guidance to departmental managers.
- Assist operational teams in understanding financial performance.
- Strategic Planning
- Support long-term financial planning.
- Assist with evaluating business opportunities and investment proposals.
- Conduct scenario modelling and sensitivity analysis.
- Assist with capital investment appraisals (CAPEX).
- Provide recommendations to improve profitability and efficiency.
- Reporting
- Assist in monthly management reports.
- Develop KPI dashboards for senior management.
- Monitor working capital performance.
- Continuous Improvement
- Identify opportunities to improve financial reporting.
- Automate reporting processes where possible.
- Improve data quality and reporting accuracy.
- Support ERP reporting improvements.
- Assist with business process improvement initiatives.
- Compliance & Governance
- Ensure financial reporting complies with company policies.
- Support internal and external audits.
- Maintain financial controls and reporting accuracy.
- Assist with statutory reporting where required.
- Ensure confidentiality of financial information.
Person Specification
- Highly analytical with exceptional attention to detail.
- Strong commercial awareness.
- Excellent communication and presentation skills.
- Ability to explain financial information to non-financial stakeholders.
- Strong organisational skills.
- Proactive and self-motivated.
- Excellent problem-solving ability.
- Able to manage multiple priorities and deadlines.
- Strong business partnering skills.
- Ability to influence decision-making through financial insight.
- Degree in Finance, Accounting, Economics, Business or equivalent.
- Part Qualified or Qualified (ACCA, ACA, CIMA or equivalent) desirable.
- Previous experience as a Financial Analyst, FP&A Analyst, Commercial Finance Analyst or similar.
- Experience producing financial forecasts and budgets.
- Strong financial modelling capability.
- Advanced Microsoft Excel skills.
- Power BI or other Business Intelligence software.
- SAP, EFACS, Microsoft Dynamics or similar ERP systems.
- Cost accounting knowledge.
- Lean Manufacturing environment.
- SQL or advanced data analysis tools.
- Dashboard development and automation.
- Experience supporting business transformation projects.
Benefits
- Pension scheme.
- Annual leave entitlement plus public holidays.
- Additional company benefits available.
Financial Planning Analyst in Wrexham employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Wrexham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All The Top Bananas. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Analyst in Wrexham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
