Financial Planning Analyst in Preston

Financial Planning Analyst in Preston

Preston Full-Time On-site
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Junior Finance Analyst / FP&A / Post Graduate Role / Study Support – Progressive Career Plan and Salary Package/ Hybrid Working

Forge Talent are supporting a highly successful and fast-growing business in Lancashire with a newly created opportunity in their FP&A Team.

Due to a recent promotion, they are now looking for a Junior Analyst to formalise their reporting process and drive commercial insight.

This is a developmental position that can offer excellent exposure, a full study package and the opportunity to learn from an experienced team – An ideal environment to complete your qualifications and develop your commercial accounting experience.

We are keen to speak with Accountancy and Finance Graduates with 12 months + relevant FP&A experience and a drive to maximise your career and complete ACA/ ACCA/ CIMA studies.

Key Junior FP&A Analyst Responsibilities:

  • Work with the wider FP&A Team to support the annual budget process
  • Accurately and proactively update & maintain the 3-year forecast
  • Conduct variance analysis and summarise its impact on the business, reporting findings to the Senior FP&A Team.
  • Assist in the preparation of monthly management accounts, maintaining the accuracy of PowerBi dashboards and other KPIs.
  • Work closely with the Senior FP&A analysts to ensure the accuracy & integrity of systems & reporting.
  • Perform ad-hoc financial analysis and reporting as needed to support business initiatives.
  • Support continual improvement plans by identifying and suggesting ways to improve efficiencies.
  • Work closely alongside the wider team to proactively identify opportunities to enhance learning and take on additional responsibilities

Junior FP&A Analyst Required Skills and Experience:

  • A degree in Accounting and Finance and proactively studying towards (CIMA/ACCA/ACA) qualifications. Applicants will ideally be part qualified.
  • Passionate and motivated about pursuing and developing a career in Commercial Finance, with a proactiveness to become chartered.
  • 12 months experience in an FP&A, Analytical or Accounting position with hands on exposure of accounting principles (gained post University or in a placement year)
  • Excellent written and verbal communication skills with the ability to work collaboratively with the wider Finance Team.
  • Excellent Microsoft Excel Skills – PowerBI and SQL skills are highly advantageous.
  • An inquisitive approach with strong problem-solving abilities.
  • The ability to deliver results to strict timelines.
  • The ability to work well within a cross-functional team and coach other members on FP&A processes.
  • A desire and curiosity to improve existing processes and drive efficiencies
  • Working knowledge of FP&A and how it integrates with the wider business is preferable.
  • A high degree of accuracy and attention to detail
  • A proactive and self-starter mentality approach
  • Working knowledge of the Energy Industry is highly advantageous although not essential.

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Financial Planning Analyst in Preston employer: Forge Talent

Forge Talent is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration within a fast-scaling technology environment. Employees benefit from flexible working arrangements, competitive salaries, and opportunities for professional growth, all while being part of a supportive team that values their contributions to strategic financial planning and decision-making.

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Contact Details:

Forge Talent Recruitment Team