Financial Planning Analyst in England

Financial Planning Analyst in England

England Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial planning and analysis, delivering insights that drive business decisions.
  • Company: Rapidly expanding financial services firm with a dynamic work culture.
  • Benefits: Competitive salary, career growth opportunities, and a fast-paced environment.
  • Why this job: Join a team where your analytical skills can make a real impact on financial strategies.
  • Qualifications: Qualified accountant (ACCA, ACA, or CIMA) with strong analytical and Excel skills.
  • Other info: Opportunity to work with advanced planning tools and improve reporting processes.

The predicted salary is between 36000 - 60000 £ per year.

Our client, a rapidly expanding financial services business, is hiring a Senior Finance Analyst within the FP&A team. You will play a key role in supporting the Group’s financial planning and analysis activities. You will be responsible for delivering high-quality management information, forecasts, and business insights that drive decision-making across the business. This role is ideal for a qualified accountant (ACCA, ACA, or CIMA) looking to build their career in a fast-paced environment.

Key Responsibilities

  • Planning & Forecasting: Support the preparation of budgets, forecasts, and long-range plans across multiple entities. Maintain and improve financial models to support scenario planning and sensitivity analysis. Assist in consolidating group-wide forecasts and preparing variance analyses.
  • Reporting & Analysis: Produce monthly management reporting packs with insightful commentary on performance vs. plan. Support the FP&A Manager in preparing board and divisional performance reports. Analyse key drivers of revenue, cost, and profitability to identify opportunities for improvement.
  • Business Partnering: Work with business units to understand and challenge assumptions in forecasts and budgets. Provide ad hoc analysis to support strategic initiatives and commercial decision-making.
  • Systems & Process Improvement: Support the development and maintenance of planning tools (e.g., Anaplan, Power BI). Identify opportunities to streamline reporting processes and improve data integrity.

What We’re Looking For

  • Qualified Accountant (ACCA, ACA, or CIMA) with strong technical and analytical skills.
  • Experience in FP&A, management reporting, or business partnering (Financial services experience desirable or from a large corporate business).
  • Strong Excel modelling skills; experience with planning tools (e.g., Anaplan, Power BI, Vena) a plus.
  • Commercial mindset with the ability to interpret financial data into actionable insights.
  • Excellent communication and presentation skills, comfortable engaging with stakeholders at multiple levels.
  • Highly organised, detail-oriented, and able to thrive in a fast-paced, dynamic environment.

Financial Planning Analyst in England employer: Gerrard White Consulting

Join a rapidly expanding financial services business that values innovation and collaboration, offering a dynamic work culture where your contributions directly impact decision-making. As a Financial Planning Analyst, you will benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that encourages growth and excellence in the finance sector.
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Contact Detail:

Gerrard White Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst in England

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those in FP&A roles. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by brushing up on your financial modelling skills. Be ready to showcase your Excel prowess and discuss how you've used tools like Anaplan or Power BI in past roles. We want to see you shine!

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your career goals. Use our website to find roles that excite you and match your qualifications. Tailor your approach to each company’s culture and values.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can set you apart from other candidates. Mention something specific from your conversation to remind them of your great fit for the role.

We think you need these skills to ace Financial Planning Analyst in England

Financial Planning and Analysis (FP&A)
Budgeting
Forecasting
Financial Modelling
Variance Analysis
Management Reporting
Data Analysis
Business Partnering
Anaplan
Power BI
Excel Modelling
Communication Skills
Presentation Skills
Attention to Detail
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Planning Analyst role. Highlight your qualifications like ACCA, ACA, or CIMA, and any relevant FP&A experience to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background in financial analysis can contribute to our team. Keep it engaging and personal!

Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to mention specific examples where you've used your analytical skills to drive decision-making. We love seeing how you’ve turned numbers into insights!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Gerrard White Consulting

✨Know Your Numbers

As a Financial Planning Analyst, you'll need to be comfortable with numbers. Brush up on your financial modelling skills and be ready to discuss how you've used them in past roles. Be prepared to explain your thought process behind forecasts and analyses.

✨Showcase Your Business Acumen

This role requires a commercial mindset, so think about how you can demonstrate your understanding of financial data and its impact on business decisions. Prepare examples of how you've identified opportunities for improvement in previous positions.

✨Engage with Stakeholders

Communication is key! Be ready to discuss how you've partnered with different business units in the past. Think of specific instances where you challenged assumptions or provided valuable insights that influenced decision-making.

✨Familiarise Yourself with Tools

If you have experience with planning tools like Anaplan or Power BI, make sure to highlight it. If not, do a bit of research on these tools and be ready to discuss how you would approach learning them quickly to support the team.

Financial Planning Analyst in England
Gerrard White Consulting
Location: England

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