Financial Planning Analyst in Caistor

Financial Planning Analyst in Caistor

Caistor Full-Time 50000 £ / year No home office possible
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At a Glance

  • Tasks: Analyse financial data, support budgeting, and enhance reporting processes.
  • Company: Join a leading innovative business focused on impactful solutions.
  • Benefits: Competitive salary, matched pension, hybrid working, and extensive training opportunities.
  • Why this job: Make a real impact in finance while developing your career in a supportive environment.
  • Qualifications: Part Qualified Accountant with strong analytical skills and passion for numbers.
  • Other info: Dynamic role with excellent career growth and a focus on teamwork.

If the following job requirements and experience match your skills, please ensure you apply promptly. We are proud to be partnering with a worldwide, leading, innovative business who are focused on providing the best products and innovations to meet the challenges of the changing world. I am pleased to be able to offer you the opportunity to work as Financial Planning Analyst, a highly commercial, analytical and operational role. Supporting the Head of Finance with financial analysis, budgets and forecasting. You will need exceptional attention to detail and an inquisitive nature as the ability to question data is essential.

You will business partner sales, marketing and commercial teams, therefore having the ability to communicate complex and technical data in a simple format will be vital in this role.

On offer:

  • Exceptional career development opportunity within a supportive, people focused business
  • Matched Pension to 10%
  • 25 Days & BH’s (plus additional days for xmas shutdown)
  • Annual staff conference with an overnight stay
  • Income Protection
  • Life assurance with DIS
  • Personal accident cover
  • Training courses
  • Long service awards
  • Hybrid working policy

Financial Planning Analyst Duties will include:

  • Partner closely with Sales & Marketing teams to analyse commercial performance, consolidating and tracking actual sales results for reporting and decision-making purposes
  • Deliver monthly performance analysis, including qualitative commentary and KPIs, explaining variances by customer, sales group and product level
  • Support the Commercial Manager and Product Managers in the development, monitoring, and refinement of sales budgets and forecasts, including price and volume assumptions
  • Contribute to monthly financial close and reporting processes, including IFRS and group consolidation
  • Proactively identify, propose, and implement improvements to financial processes, controls, and reporting to enhance transparency, efficiency, and decision support
  • Support the Head of Finance with ad-hoc analyses, projects, and strategic initiatives
  • Be lead user on the BI tool, including implementing new reports that will support the business

The ideal candidate will be:

  • Fully or later stages Part Qualified Accountant
  • With a proven practical background in a financial analytical role within a large operationally focused business
  • You will have a passion for figures accompanied by an inquisitive mind so as to be able to analyse, understand and interpret results.
  • The client wants to see applicants who can deliver and be proactive in their approach
  • Ability to highlight areas for improvement and thoroughly enjoying the interrogation of financial information
  • Experience presenting reports, forecasts, trends and recommendations to the team and senior management
  • IT literate including strong excel skills, ERP systems and BI tools

If you are interested in finding out about this fantastic opportunity, please click ‘apply’ now.

Financial Planning Analyst in Caistor employer: Chase and Holland

Join a leading innovative business in Caistor as a Financial Planning Analyst, where you will thrive in a supportive and people-focused environment. With exceptional career development opportunities, a matched pension scheme, and a hybrid working policy, this role offers not just a job but a pathway to grow your career while enjoying a healthy work-life balance. Benefit from comprehensive training courses and long service awards, all while contributing to impactful financial analysis that drives the company's success.
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Contact Detail:

Chase and Holland Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst in Caistor

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who work in similar roles. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by practising common questions related to financial analysis and budgeting. We recommend using the STAR method to structure your answers – it helps you showcase your skills effectively!

✨Tip Number 3

Showcase your analytical skills during interviews by discussing specific examples of how you've improved financial processes or reporting in past roles. This will demonstrate your proactive approach and attention to detail.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our innovative team.

We think you need these skills to ace Financial Planning Analyst in Caistor

Financial Analysis
Budgeting
Forecasting
Attention to Detail
Communication Skills
Data Interpretation
Performance Analysis
KPI Tracking
IFRS Knowledge
ERP Systems
Business Intelligence Tools
Proactive Problem-Solving
Report Presentation
Excel Proficiency

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Analyst role. Highlight your analytical skills, attention to detail, and any relevant experience in financial analysis or budgeting. We want to see how your background aligns with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your inquisitive nature makes you a great fit. Don’t forget to mention your ability to communicate complex data simply – that’s key for us!

Showcase Your Technical Skills: Since this role requires strong IT skills, especially in Excel and BI tools, make sure to highlight your proficiency in these areas. If you've implemented reports or improved financial processes before, let us know – we love proactive candidates!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!

How to prepare for a job interview at Chase and Holland

✨Know Your Numbers

As a Financial Planning Analyst, you'll be dealing with figures all day long. Brush up on your financial analysis skills and be ready to discuss your experience with budgets, forecasts, and KPIs. Prepare specific examples of how you've used data to drive decisions in previous roles.

✨Communicate Clearly

You'll need to explain complex financial data to non-financial teams. Practice simplifying technical jargon into layman's terms. Consider preparing a few scenarios where you successfully communicated insights to sales or marketing teams, showcasing your ability to bridge the gap between finance and operations.

✨Show Your Inquisitive Nature

The job requires an inquisitive mind that questions data. Be prepared to discuss how you've approached problem-solving in the past. Think of instances where you identified areas for improvement in financial processes and how you implemented changes to enhance efficiency.

✨Familiarise Yourself with BI Tools

Since you'll be the lead user on the BI tool, make sure you're comfortable discussing your experience with these systems. If you have specific examples of reports you've created or insights you've derived from BI tools, be ready to share them. This will demonstrate your technical proficiency and readiness for the role.

Financial Planning Analyst in Caistor
Chase and Holland
Location: Caistor

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