Financial Planning & Analysis (FP&A) Analyst
Financial Planning & Analysis (FP&A) Analyst

Financial Planning & Analysis (FP&A) Analyst

London Entry level 28800 - 48000 £ / year (est.) Home office (partial)
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Berg Kaprow Lewis LLP

At a Glance

  • Tasks: Join our finance team as an FP&A Analyst, supporting financial analysis and reporting.
  • Company: BKL is a Certified B Corporation committed to balancing profit with purpose.
  • Benefits: Enjoy flexible working options, a supportive environment, and opportunities for creativity and innovation.
  • Other info: Collaborate across departments and contribute to making BKL a great workplace.
  • Why this job: Perfect for problem-solvers who thrive in fast-paced settings and value inclusion and diversity.
  • Qualifications: Newly qualified in finance with strong Excel skills and a passion for big data.

The predicted salary is between 28800 - 48000 £ per year.

Role Overview

An exciting opportunity has arisen for a Financial Planning & Analysis (FP&A) Analyst to join our dynamic finance team. This role is ideal for someone looking to progress their career in FP&A who has strong analytical skills, a keen interest in big data, and a desire to support the company\’s management information (MI) reporting efforts.

Key Responsibilities

  • Support Financial Analysis: Assist senior colleagues in conducting financial analysis to support strategic decision-making processes and improve financial performance.
  • Assist in Budgeting and Forecasting: Help with the preparation and management of the company’s budget and forecast processes.
  • MI Reporting: Aid in compiling and presenting management information reports to senior leadership, providing insights and recommendations based on data analysis.
  • Data Management: Support in working with large datasets to identify trends, anomalies, and opportunities for improvement in financial performance.
  • Excel Proficiency: Utilize Excel skills, including pivot tables, to assist senior analysts in analysing and manipulating data effectively.
  • Collaboration: Work closely with other departments to gather necessary data and provide financial insights to support various business initiatives.
  • Continuous Improvement: Assist in identifying and implementing improvements to financial processes, systems, and reporting frameworks.

Required Skills and Qualifications

  • Education: Newly qualified (ACA, ACCA, CIMA) with a degree in Finance, Accounting, Business, or a related field.
  • Excel Skills: Proficient in Microsoft Excel, including the use of pivot tables, formulas, and data visualization techniques.
  • Analytical Skills: Strong analytical and problem-solving abilities, with a keen eye for detail.
  • Big Data: Enthusiasm for working with big data and large datasets, with the ability to draw meaningful insights from complex information.
  • Communication: Excellent written and verbal communication skills, with the ability to convey complex financial information clearly and concisely.
  • Team Player: Ability to work collaboratively within a team and build strong working relationships across the organization.
  • Time Management: Effective time management skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

Desirable Skills

  • Financial Software: Familiarity with financial software and ERP systems is an advantage.
  • Technology Savvy: Interest in leveraging technology and automation to enhance financial processes and reporting.

We know you have a lot to offer, which is why we want to give you the freedom to thrive no matter who you are or what your background is. You will have every opportunity to use your creativity in how you approach your work and the support to innovate.

Inclusion, diversity, and talent development are a fundamental aspect of who we are, and we welcome applications from candidates who share and champion these values. You will play an integral part in helping to make BKL a great place to work with a sense of belonging for everyone.

High challenge, high support

If you enjoy problem-solving and a fast-changing environment, you will thrive in this role.

As in all BKL roles, you will be able to take a flexible approach: balancing independent work with teamwork, and remote working with time in the office with colleagues.

You can get an insight into life at BKL here.

We’re proud to be one of the few Certified B Corporations in the accountancy sector. In joining us, you’ll become part of a business that’s committed to balancing profit and purpose.

Take your next step

If this sounds like the role for you, we’d be delighted to discuss the career you could build at BKL.

By applying, you consent to the processing of your personal data for recruitment purposes, in line with UK GDPR. Your information will be used securely, only for recruitment, and won’t be shared without your consent. For details, see our Privacy Policy – BKL

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Financial Planning & Analysis (FP&A) Analyst employer: Berg Kaprow Lewis LLP

BKL is an exceptional employer that fosters a culture of inclusion, diversity, and continuous development, making it an ideal place for aspiring Financial Planning & Analysis (FP&A) Analysts. With a commitment to balancing profit and purpose as a Certified B Corporation, employees benefit from a supportive environment that encourages creativity and innovation while offering flexible working arrangements. The company prioritises employee growth through collaborative teamwork and opportunities to engage with big data, ensuring that every team member can thrive in their career.
Berg Kaprow Lewis LLP

Contact Detail:

Berg Kaprow Lewis LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning & Analysis (FP&A) Analyst

✨Tip Number 1

Familiarise yourself with the latest trends in financial analysis and big data. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews, showcasing your enthusiasm and knowledge.

✨Tip Number 2

Network with professionals in the finance sector, especially those working in FP&A roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.

✨Tip Number 3

Brush up on your Excel skills, particularly with pivot tables and data visualisation techniques. Consider taking an online course or tutorial to enhance your proficiency, as this is a key requirement for the role.

✨Tip Number 4

Prepare to discuss how you've used analytical skills in past experiences. Think of specific examples where your insights led to improved outcomes, as this will demonstrate your capability to support strategic decision-making.

We think you need these skills to ace Financial Planning & Analysis (FP&A) Analyst

Analytical Skills
Attention to Detail
Excel Proficiency
Data Analysis
Budgeting and Forecasting
Management Information Reporting
Big Data Enthusiasm
Communication Skills
Team Collaboration
Time Management
Problem-Solving Skills
Financial Software Familiarity
Technology Savvy
Continuous Improvement Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the FP&A Analyst role. Emphasise your analytical skills, Excel proficiency, and any experience with budgeting or forecasting.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your background in finance and your analytical abilities can contribute to the team’s success.

Highlight Relevant Qualifications: Clearly state your qualifications, such as your ACA, ACCA, or CIMA status, and any relevant degrees. This will help demonstrate that you meet the educational requirements for the position.

Showcase Your Data Skills: In your application, provide examples of how you've worked with large datasets and used Excel to analyse data. Mention any specific projects where you identified trends or made recommendations based on your findings.

How to prepare for a job interview at Berg Kaprow Lewis LLP

✨Showcase Your Analytical Skills

Prepare to discuss specific examples of how you've used your analytical skills in previous roles. Be ready to explain how you approached complex data sets and the insights you derived from them.

✨Excel Proficiency is Key

Since this role requires strong Excel skills, brush up on your knowledge of pivot tables, formulas, and data visualisation techniques. Consider bringing a sample of your work or discussing a project where you effectively used these skills.

✨Understand the Company’s Financial Goals

Research BKL's financial objectives and recent performance. This will help you tailor your responses to show how your skills can directly contribute to their goals, especially in budgeting and forecasting.

✨Emphasise Team Collaboration

Be prepared to discuss your experience working in teams and how you’ve collaborated with other departments. Highlight any instances where your financial insights helped drive business initiatives or improve processes.

Financial Planning & Analysis (FP&A) Analyst
Berg Kaprow Lewis LLP
Location: London
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