At a Glance
- Tasks: Support financial planning and analysis, delivering insights that drive business decisions.
- Company: Rapidly expanding financial services business with a dynamic environment.
- Benefits: Competitive salary, career growth opportunities, and a fast-paced work culture.
- Other info: Opportunity to work with advanced planning tools and improve reporting processes.
- 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.
The predicted salary is between 49500 - 60500 £ per year.
- Overview
- 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.
- #J-18808-Ljbffr
Financial Planning Analyst in Essex employer: Gerrard White Consulting
Join a pioneering digital legal knowledge service that prioritises work-life balance and offers unparalleled flexibility, including hybrid and fully remote options. As part of a dynamic team in Central London, you'll have the opportunity to shape the future of pensions and trusts law while collaborating with top legal experts and contributing to a rapidly expanding service. With a strong focus on employee growth and development, this role provides a unique chance to enhance your expertise in a supportive and innovative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Essex
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Gerrard White Consulting. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Analyst in Essex
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Gerrard White Consulting.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Gerrard White Consulting's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Gerrard White Consulting
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Gerrard White Consulting.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Gerrard White Consulting will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Gerrard White Consulting employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
