Financial Planning & Analysis - Analyst in Bromley
Financial Planning & Analysis - Analyst in Bromley

Financial Planning & Analysis - Analyst in Bromley

Bromley Temporary 24000 - 33600 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our FP&A team to analyse financial performance and support ESG initiatives.
  • Company: Foresters Financial is a purpose-driven organisation focused on helping families achieve their financial goals.
  • Benefits: Enjoy a salary up to £40,000, flexible working, 25 days holiday, and a generous pension scheme.
  • Why this job: Gain valuable experience in finance and ESG while collaborating with senior stakeholders in a supportive environment.
  • Qualifications: Experience in FP&A or Data Analytics, strong Excel skills, and a collaborative mindset are essential.
  • Other info: This is a 6-month fixed term contract with potential for extension and flexible work-from-home options.

The predicted salary is between 24000 - 33600 £ per year.

As our Financial Planning and Analysis (FP&A) Analyst you will be based within the FP&A team, helping to drive ambitious growth plans during a period of transformative business strategy. The role encompasses core Financial Planning and Analysis responsibilities such as supporting analysis and reporting of the Company’s performance, key parts in budgeting and presentations for high level stakeholders. It is also unique in providing key support to the new and evolving ESG department, helping to design, embed and execute new processes in close collaboration with senior stakeholders.

This is an excellent opportunity to gain experience under a senior structure, gain exposure to investment and insurance business as well as ESG, improve materially to business processes, and play a visible role in execution of company strategy objectives. This is a fixed term contract position for 6 months initially, highly likely to go on longer.

Your day to day will include:

  • Prepare monthly and quarterly management information packs, for both financial and Environmental, social and governance (ESG) data.
  • Quantitative analysis of results and performance, writing supporting narrative, for both financial and ESG data.
  • Resolution of ad hoc work and solving data problems.
  • Assist in managing timetables for monthly, quarterly and year end reporting.
  • Drive continuous improvement, reviewing and streamlining processes as required.
  • Communicate and collaborate with a range of business functions to collate ESG data, including with group colleagues in Canada.
  • Respond to ad hoc ESG data requests.
  • Supporting functions outside of FP&A, using Excel.

Working hours are 35 hours a week Monday to Friday. Start times are flexible from 8.00am to 9.30am. After a successful training period there is flexibility to work from home for 2/3 days a week.

What we require:

  • Experience in a similar role e.g FP&A, Data Analytics.
  • Excellent data analysis skills.
  • Excellent eye for detail.
  • Strong Excel and PowerPoint skills.
  • Self-starter, inquisitive with drive to follow up on issues or problems.
  • Ability to work collaboratively.
  • Good communication skills.
  • Ability to use Power BI to drive efficiencies would be a bonus.

What we offer you:

  • Basic salary up to £40,000 per annum.
  • Discretionary annual bonus dependent on your performance and company performance provided you are employed on bonus payment date.
  • Annual holiday allowance of 25 days holiday plus bank holidays.
  • Life Assurance (based on pensionable earnings).
  • Generous contributory Pension scheme.
  • Season Ticket Loan.
  • 1 days paid charitable workday.
  • Employee Assistance Programme.

Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

Financial Planning & Analysis - Analyst in Bromley employer: Foresters Financial

Foresters Financial is an exceptional employer located in Bromley, offering a collaborative and purpose-driven work culture that empowers employees to make a meaningful impact. With a competitive salary of up to £40,000 pro rata, generous benefits including a discretionary bonus, 25 days of annual leave, and a flexible working environment, employees are encouraged to grow and thrive within the organisation. The opportunity to work closely with senior stakeholders in both financial planning and ESG initiatives further enhances professional development, making this role a rewarding choice for those seeking to advance their careers.
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Contact Detail:

Foresters Financial Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning & Analysis - Analyst in Bromley

✨Tip Number 1

Familiarise yourself with the latest trends in Financial Planning and Analysis, especially in relation to ESG. This will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.

✨Tip Number 2

Brush up on your Excel and PowerPoint skills, as these are crucial for the role. Consider taking a short online course or tutorial to enhance your proficiency, which can set you apart from other candidates.

✨Tip Number 3

Network with professionals in the FP&A field, particularly those who have experience in ESG. Attend relevant webinars or local meetups to build connections that could provide insights or even referrals for the position.

✨Tip Number 4

Prepare to discuss how you can drive continuous improvement in processes. Think of examples from your past experiences where you've successfully streamlined operations or solved data problems, as this will demonstrate your proactive approach.

We think you need these skills to ace Financial Planning & Analysis - Analyst in Bromley

Financial Analysis
Data Analytics
Excel Proficiency
PowerPoint Skills
Attention to Detail
Communication Skills
Collaboration Skills
Problem-Solving Skills
ESG Knowledge
Process Improvement
Time Management
Self-Starter Attitude
Quantitative Analysis
Power BI Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in Financial Planning and Analysis or Data Analytics. Emphasise your skills in Excel, PowerPoint, and any experience with Power BI, as these are crucial for the role.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your understanding of ESG processes and how your previous experiences align with the responsibilities outlined in the job posting.

Showcase Your Analytical Skills: In your application, provide examples of how you've successfully conducted quantitative analysis in past roles. Highlight any specific projects where you improved business processes or resolved data issues.

Highlight Collaboration Experience: Since the role involves working with various business functions, include examples of how you've effectively communicated and collaborated with different teams in your previous positions.

How to prepare for a job interview at Foresters Financial

✨Showcase Your Analytical Skills

As a Financial Planning & Analysis Analyst, your ability to analyse data is crucial. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in FP&A or Data Analytics. Highlight any tools you've used, such as Excel or Power BI, to demonstrate your proficiency.

✨Understand ESG Principles

Since this role involves supporting the ESG department, it's important to have a basic understanding of Environmental, Social, and Governance principles. Research the company's ESG initiatives and be ready to discuss how you can contribute to these efforts during the interview.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills and ability to handle ad hoc requests. Think of situations where you've resolved data issues or improved processes, and be ready to explain your thought process and the outcomes.

✨Demonstrate Collaboration Skills

This role requires collaboration with various business functions. Prepare examples of how you've successfully worked in teams or communicated with stakeholders in the past. Emphasise your ability to build relationships and work towards common goals.

Financial Planning & Analysis - Analyst in Bromley
Foresters Financial
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  • Financial Planning & Analysis - Analyst in Bromley

    Bromley
    Temporary
    24000 - 33600 £ / year (est.)

    Application deadline: 2027-05-18

  • F

    Foresters Financial

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