Financial Planning Analyst - Newly Qualified
Financial Planning Analyst - Newly Qualified

Financial Planning Analyst - Newly Qualified

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic finance team to drive financial planning and analysis.
  • Company: Be part of a rapidly growing VC-backed tech firm in central London.
  • Benefits: Enjoy a collaborative culture with opportunities for professional growth.
  • Why this job: Shape the FP&A function and influence financial strategy in a supportive environment.
  • Qualifications: Must be a qualified accountant (ACA, ACCA, or CIMA) with strong Excel skills.
  • Other info: Ideal for proactive individuals eager to learn and contribute to a fast-paced business.

The predicted salary is between 43200 - 72000 £ per year.

Financial Planning Analyst – Newly Qualified

Financial Planning Analyst – Newly Qualified

Get AI-powered advice on this job and more exclusive features.

This range is provided by Equifind. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Equifind are supporting a rapid growth VC backed technology firm based in central London by London Bridge, are seeking to hire a FP&A analyst for a permanent vacancy they have due to growth and up coming expansion. The firm is PE backed.

The firm has a global footprint and the role is a new hire to the team as the business craves someone with strong analytical and business partnering skills.

The Role

Sitting within a finance team of eight and reporting in to the FD directly, you will play a crucial role in driving the financial planning and analysis function within a dynamic and evolving business environment.

This position involves managing and enhancing regular financial reporting processes, including weekly commercial reports, budgeting, forecasting, and detailed data analysis. You will work closely with various stakeholders across the company to provide insightful analysis, particularly focusing on subscription revenue models and key SaaS metrics such as annual recurring revenue and billings.

This is an excellent opportunity to join a growing team following a significant acquisition, where you will contribute to shaping the FP&A function and have the chance to influence the company’s financial strategy while working in a supportive and collaborative culture.

Key Responsibilities:

  • Own the annual budget and partner with Heads of Dept\’
  • Manage and execute regular financial reporting processes, ensuring timely delivery of weekly and monthly reports to key stakeholders.
  • Analyse financial data with a focus on the various revenue models, including revenue recognition, sales-to-revenue linkages, and SaaS metrics such as billings and annual recurring revenue.
  • Continuously improve and build out reporting processes and tools, primarily using Excel, to enhance accuracy, efficiency, and insight generation.
  • Collaborate with various internal teams and stakeholders to explain reporting outputs, answer queries, and provide actionable financial insights that support business decisions.
  • Assisting with month end, reforecasting and anlysising trends.
  • Support ad hoc financial analysis and project work, balancing routine reporting duties with flexible, evolving business needs in a dynamic, growth-oriented environment.

Key Requirements:

  • Qualified accountant with ACA, ACCA or CIMA certification, ideally with exposure to financial planning and analysis.
  • Strong proficiency in Excel, capable of building, improving, and automating complex financial reports and models.
  • Experience working with subscription-based revenue models, including a solid understanding of revenue recognition and SaaS metrics such as billings and annual recurring revenue.
  • Comfortable engaging with multiple stakeholders across the business to explain and discuss financial reports and insights, demonstrating clear communication and business partnering skills.
  • Detail-oriented and organised, with the ability to manage routine weekly reporting tasks alongside ad hoc projects in a structured yet flexible manner.
  • A proactive, bright, and eager-to-learn mindset, capable of quickly grasping new concepts and adding value through data analysis and interpretation.
  • Strength of PnL and cashflow

Seniority level

  • Seniority level

    Associate

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance

  • Industries

    Software Development and IT Services and IT Consulting

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Financial Planning Analyst - Newly Qualified employer: Equifind

Equifind is an exceptional employer, offering a vibrant work culture in the heart of central London, where innovation and collaboration thrive. As a rapidly growing VC-backed technology firm, we provide our employees with ample opportunities for professional development and growth, particularly in the dynamic field of financial planning and analysis. Join us to be part of a supportive team that values your contributions and encourages you to shape the future of our financial strategy.
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Contact Detail:

Equifind Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst - Newly Qualified

Tip Number 1

Familiarise yourself with the key SaaS metrics mentioned in the job description, such as annual recurring revenue and billings. Understanding these concepts will not only help you during interviews but also demonstrate your genuine interest in the role.

Tip Number 2

Network with professionals in the finance and tech sectors, especially those who have experience in financial planning and analysis. Engaging with them can provide valuable insights and potentially lead to referrals that could boost your chances of landing the job.

Tip Number 3

Brush up on your Excel skills, particularly in building and automating complex financial models. Consider taking an online course or working on personal projects that showcase your ability to manipulate data effectively, as this is a crucial requirement for the role.

Tip Number 4

Prepare to discuss your previous experiences with financial reporting and analysis in detail. Be ready to share specific examples of how you've contributed to financial decision-making in past roles, as this will highlight your suitability for the position.

We think you need these skills to ace Financial Planning Analyst - Newly Qualified

Financial Analysis
Budgeting
Forecasting
Excel Proficiency
Data Analysis
Revenue Recognition
SaaS Metrics Understanding
Stakeholder Engagement
Communication Skills
Attention to Detail
Organisational Skills
Proactive Mindset
Problem-Solving Skills
Collaboration Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ACA, ACCA, or CIMA certification. Emphasise any experience you have with financial planning and analysis, subscription-based revenue models, and SaaS metrics.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your analytical skills and business partnering experience align with the responsibilities outlined in the job description.

Showcase Your Excel Skills: Since strong proficiency in Excel is crucial for this role, consider including specific examples of complex financial reports or models you've built or improved. This will demonstrate your capability to enhance reporting processes.

Highlight Communication Skills: Given the importance of engaging with multiple stakeholders, make sure to mention any relevant experiences where you successfully communicated financial insights or collaborated with teams to support business decisions.

How to prepare for a job interview at Equifind

Showcase Your Analytical Skills

As a Financial Planning Analyst, your analytical skills are crucial. Be prepared to discuss specific examples of how you've used data analysis to drive business decisions or improve financial processes in your previous roles.

Understand SaaS Metrics

Since the role focuses on subscription revenue models and SaaS metrics, brush up on key terms like annual recurring revenue and billings. Being able to explain these concepts clearly will demonstrate your expertise and understanding of the industry.

Prepare for Stakeholder Engagement

You'll be collaborating with various teams, so practice articulating financial insights in a way that's easy for non-financial stakeholders to understand. Think about how you can convey complex information simply and effectively.

Demonstrate Proactivity and Adaptability

The company values a proactive mindset. Be ready to share instances where you've taken initiative or adapted to changing circumstances in your previous roles. This will show that you're not just reactive but also forward-thinking.

Financial Planning Analyst - Newly Qualified
Equifind
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  • Financial Planning Analyst - Newly Qualified

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-08-11

  • E

    Equifind

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