Financial Planning & Analysis Assistant in York

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.

Job Summary:

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.

Essential 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.