Financial Planning & Analysis Assistant in Hunmanby

Due to continued growth and business demands, our FP&A team is growing. The FP&A Assistant is a key role to our expanding business, providing key financial and commercial analysis to support strategic business decisions. This is a fantastic opportunity to join a profitable, ambitious company where you can demonstrate and develop your skills in equal measure.

Responsibilities

• Reporting to the Financial Planning & Analysis Manager you will play a key role in supporting the preparation of timely and accurate financial results for the Business.
• With an understanding of financial metrics to support strategic decision making, you will utilise different data sources to present informative and valuable information to different stakeholders of the business.
• Support the FP&A Manager in various weekly and monthly tasks & reports to be shared with Managers, Directors and the Parent Group.
• Support the development of Power BI Dashboards for producing weekly and monthly financial information that will measure performance, aid decision making and forecasting decisions.

Key Duties & Responsibilities

• Weekly KPI & cash flow reporting across the business.
• Help to prepare monthly executive reports with accuracy and explanation of the results.
• Key performance metrics analysis including: Sales revenue, Gross margin, EBITDA, Comparisons (performance vs prior year, budget and forecast), Primary Working Capital and Cash Flows.
• Support the FP&A Manager in month end reporting and commentary – understanding the results and explaining them.
• Drive continuous improvement of Business Group Reports – improving format, speed, and the detail provided – development of Power BI dashboards that can be shared with the business.
• Overhead reporting and analysis to support various departments within the business and provide a high level summary of OPEX spend.
• Diving into further sales analysis including customers, products and regions. Spot trends and data connections.
• Support the business in the LRP and budget planning process, including preparing presentations and models where necessary.
• Play a key role in the forecast cycles of the business – modelling, preparing and loading into the consolidation software.

Internal & External Relationships

• Developing relationships with people in the Finance Team is important as well as building relationships and working with various departments across the company.
• This role requires the individual to work across different businesses and therefore numerous teams of people; building solid working relationships is pivotal to the role.
• The work produced by the FP&A Team will be presented to and used by leaders of the Business Group so building relationships at this level is also important.

Requirements

• Higher-level qualification in Finance, Economics, or other course of similar study.
• Finance Qualification (AAT) or equivalent.
• Highly proficient in Microsoft Excel.
• Basic knowledge in data analytics tools is a plus.
• Dedicated team player who will enthusiastically support the wider team on executing joint missions.
• Excellent verbal and written communication skills.
• Capable of adapting to fast-paced environments and delivering results in varying situations.
• Someone looking to take the next steps in their finance journey.

Benefits

• 25 days holiday + Bank Holidays.
• New flexible holiday scheme.
• Bupa Healthcare package.
• Life Insurance.
• Enhanced Maternity/Paternity pay.
• 5% Pension contributions.
• Companywide performance based annual bonus scheme.