Financial Planning Analyst

Financial Planning Analyst

Full-Time 35000 - 45000 £ / year (est.) No home office possible
Contechs Consulting

At a Glance

  • Tasks: Support financial planning, budgeting, and project evaluation in a dynamic environment.
  • Company: Join a leading organisation focused on governance and operational excellence.
  • Benefits: Competitive pay, flexible working options, and opportunities for professional growth.
  • Why this job: Make a real impact by managing budgets and driving project success.
  • Qualifications: Experience in finance or business planning with strong analytical skills.
  • Other info: Immediate starts available; must be eligible to work in the UK.

The predicted salary is between 35000 - 45000 £ per year.

Position Title: Business Support Officer

Duration: Contract

Location: Whitley

Key Accountabilities and Responsibilities:

  • Governance & Assurance: Ensure compliance with standards, document control, and assurance processes across capital and operational expenditure. Support implementation of governance structures across the portfolio.
  • Capital Project Evaluation: Collaborate with the Strategic Technical Specialist to assess the feasibility of capital investment on projects and support in business case development. Regularly review project rankings based on strategic value, financial return and resource availability.
  • Project Budgeting & Monitoring: Assist in the development of project budgets, supporting stakeholders in the appropriate allocation of spend type. Monitor project performance to identify and flag budget overruns or delays.
  • Operational Expenditure Planning: Support with building operational budgets in conjunction with customers and operations teams. Identify operational improvement opportunities to support budget alignment and cost risk mitigation.
  • Assets & Lifecycle Planning: Support with asset management and tagging across local area. Support asset lifecycle planning by identifying risks and opportunities for investment, both capital and operational.
  • Tools & Techniques: Maintain capital and operational budgets and expenditure in collaboration with stakeholders. Develop and maintain Tableau dashboards to visualise KPIs, timelines, and budget drawdown.
  • Risk, Opportunity & Issue Management: Support with maintaining risk and opportunity registers, support workshops, and ensure timely escalation and reporting. Help identify and mitigate delivery risks.
  • Change Control: Adhere to change control processes, ensuring accurate documentation and tracking. Support review and approval workflows per governance protocols.
  • Stakeholder & Communications Management: Ensure effective engagement with project stakeholders and cross-functional collaboration, including central business and buyer teams.

Knowledge, Skills, and Experience

Essential:

  • Experience in a Business Planning or Finance function; strong business acumen
  • Experience working with Capital and / or Operational budgets
  • Proven budget and forecasting skills
  • Excellent communication and interpersonal skills
  • Strong stakeholder reporting and engagement skills
  • High attention to detail and organisational skills
  • Understanding of planning cycles with ability to adapt to local business context
  • Experience with cost management processes (e.g. QCRA, VfM)
  • Strong analytical and data interpretation skills
  • Experience with Tableau or similar tools
  • Proficient in Excel, PowerPoint, Word, and SharePoint
  • Good understanding of MS Office and project planning tools
  • Knowledge of risk, issue, and change control processes

Desirable:

  • Experience with SAP or similar finance tool
  • Experience in engineering, infrastructure, or technical projects
  • Knowledge of lifecycle frameworks (e.g. RIBA, V-model) including costing
  • Familiarity with project methodologies (e.g. APM, PRINCE2)
  • Exposure to portfolio-level reporting
  • Degree or equivalent experience in Business / Finance / Accounting
  • Familiarity with Confluence and collaborative platforms
  • Experience supporting lessons learned and continuous improvement
  • Understanding of financial tracking and budget reporting
  • Asset management experience
  • Experience with leading or supporting internal / external audits

Excellent Opportunity with immediate starts available. Applicants MUST have proof of immediate, on-going and valid eligibility to work full time in the UK and travel within the EU.

Financial Planning Analyst employer: Contechs Consulting

As a Financial Planning Analyst at our Whitley location, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive benefits, including professional development opportunities and a supportive environment that encourages employee growth. Join us to make a meaningful impact on capital and operational projects while enjoying the unique advantages of working in a vibrant community.
Contechs Consulting

Contact Detail:

Contechs Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and business planning sectors. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Prepare for interviews by researching the company and its projects. Understand their governance structures and budgeting processes. We recommend practising common interview questions related to financial planning and operational expenditure so you can showcase your skills confidently.

✨Tip Number 3

Showcase your analytical skills! Bring examples of how you've used tools like Tableau or Excel to manage budgets or track performance. We want to see how you can turn data into actionable insights, so be ready to discuss your past experiences.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Financial Planning Analyst role!

We think you need these skills to ace Financial Planning Analyst

Business Acumen
Budgeting Skills
Forecasting Skills
Communication Skills
Interpersonal Skills
Stakeholder Engagement
Attention to Detail
Organisational Skills
Analytical Skills
Data Interpretation
Experience with Tableau
Proficient in Excel
Proficient in PowerPoint
Proficient in Word
Understanding of Risk Management Processes

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Analyst role. Highlight your experience with capital and operational budgets, and don’t forget to showcase your analytical skills and familiarity with tools like Tableau.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that align with the job description, especially around budget management and stakeholder engagement.

Show Off Your Skills: Don’t hold back on showcasing your skills in Excel, PowerPoint, and other relevant tools. If you’ve got experience with risk management or change control processes, make sure to include that too!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our team!

How to prepare for a job interview at Contechs Consulting

✨Know Your Numbers

As a Financial Planning Analyst, you'll need to demonstrate your strong business acumen. Brush up on key financial metrics and be ready to discuss how you've managed budgets in the past. Prepare specific examples of how you’ve identified budget overruns or improved financial performance.

✨Master the Tools

Familiarity with tools like Tableau is essential for this role. Before the interview, ensure you can talk confidently about your experience with data visualisation and how it has helped in project budgeting and monitoring. If possible, bring along examples of dashboards you've created.

✨Stakeholder Engagement is Key

Effective communication with stakeholders is crucial. Think of instances where you've successfully engaged with different teams or departments. Be prepared to share how you’ve navigated challenges in stakeholder management and what strategies you used to ensure collaboration.

✨Show Your Analytical Skills

This role requires strong analytical and data interpretation skills. Prepare to discuss how you've used these skills in previous roles, particularly in capital project evaluation or operational expenditure planning. Highlight any specific methodologies or frameworks you’ve applied to enhance decision-making.

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