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- Tasks: Create financial models and provide insights for strategic planning and budgeting.
- Company: Attivo, a lifestyle financial planning firm focused on client needs.
- Benefits: Competitive salary, private medical insurance, generous holiday allowance, and hybrid working.
- Other info: Great culture promoting employee wellbeing and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: Qualified accountant with 3+ years in FP&A and strong analytical skills.
The predicted salary is between 43000 - 52000 £ per year.
About Attivo:
Attivo are Lifestyle Financial Planners. We are a privately owned company, which allows us to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you are a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About The Role:
As a FP&A Analyst, you will report to the Head of FP&A and be responsible for providing robust analysis to feed into the forecasting, budgeting and 3-year plan processes. This will entail working with various areas of the business to ensure the financial information presented has integrity, with associated opportunities and risks clearly articulated.
About You:
You are a detail-oriented and analytical qualified accountant with a solid foundation in FP&A, backed by at least three years of relevant post-qualified experience. Your excellent financial modelling and presentational skills will enable you to produce quality analysis to support business decision making. You are a self-starter who takes ownership in ensuring deliverables are met within agreed timelines.
Key Responsibilities Include:
- Creating complex financial models and forecasts.
- Providing financial insights and modelling to support strategic planning, budgeting, and forecasting that align with Attivo's strategy, including scenario analysis.
- Working with key stakeholders, alongside analysing data trends to derive well-evidenced financial modelling assumptions.
- Ongoing benefits tracking of strategic programmes.
- Production of analysis to support investor and debt provider information requests.
- Cost management: review and identify efficiencies and opportunities for cost reductions across the business.
- Supporting cashflow management and reporting.
- Supporting acquisition due diligence and reporting.
- Analysing financial data and market trends for the sector.
- Supporting continuous improvement initiatives.
Essential Skills and Experience:
- Qualified Accountant (ACA/ACCA/CIMA) with at least 3+ years' post-qualification experience.
- Advanced financial modelling and analytical skills.
- Ability to simplify complex financial information succinctly for a broad range of stakeholders.
- Excellent communication skills, both written and verbal.
- Highly organised, able to perform under pressure and at pace, while maintaining excellent attention to detail.
Desirable Skills and Experience:
- Experience working in the financial services industry.
Salary and benefits:
£50,000 - £60,000 (negotiable depending on experience and qualifications)
Attivo Also Offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Hybrid working
- Subsidised parking
- Excellent culture, promoting employee wellbeing and engagement
Recruitment Policy:
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. Please visit our website to view our full privacy policy for prospective employees.
FP&A Analyst in Cheltenham employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Analyst in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in FP&A. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common FP&A questions. We recommend role-playing with a friend or using online resources to get comfortable with articulating your financial insights and modelling skills.
✨Tip Number 3
Showcase your analytical prowess! Bring examples of your past financial models and analyses to interviews. This will not only demonstrate your skills but also give you a chance to discuss how you can add value to Attivo.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Attivo team.
We think you need these skills to ace FP&A Analyst in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A Analyst role. Highlight your relevant experience, especially in financial modelling and analysis, and don’t forget to showcase your qualifications. We want to see how you can bring value to Attivo!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your skills align with Attivo's values. Be genuine and let your personality come through – we love that!
Showcase Your Analytical Skills: In your application, make sure to highlight specific examples of your analytical skills in action. Whether it’s a complex financial model you created or a strategic insight you provided, we want to see how you’ve made an impact in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we really appreciate!
How to prepare for a job interview at Attivo Group
✨Know Your Numbers
As an FP&A Analyst, you'll be expected to handle complex financial models and forecasts. Brush up on your financial modelling skills and be ready to discuss specific examples of how you've used these in past roles. This will show that you can hit the ground running.
✨Understand the Business
Research Attivo and its approach to financial planning. Familiarise yourself with their values and how they prioritise client relationships. Being able to articulate how your skills align with their mission will demonstrate your genuine interest in the role.
✨Prepare for Scenario Analysis
Given the emphasis on scenario analysis in the job description, think of a few scenarios you've encountered in your previous roles. Be prepared to explain how you approached them, the financial insights you derived, and the impact of your recommendations.
✨Communicate Clearly
You’ll need to simplify complex financial information for various stakeholders. Practice explaining your past projects or analyses in a straightforward manner. This will help you showcase your communication skills, which are crucial for this role.