Find a job 
Featured Companies 
Featured Universities 
For Companies 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.
- 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 employer: Gerrard White Consulting
Contact Detail:
Gerrard White Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨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 it to drive business insights in past roles.
✨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, like the Senior Finance Analyst position.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Financial Planning Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Financial Planning Analyst. Highlight your qualifications, especially if you're ACCA, ACA, or CIMA certified, and showcase your experience in FP&A or management reporting.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this fast-paced environment. Mention specific skills like Excel modelling and any experience with planning tools like Anaplan or Power BI.
Showcase Your Analytical Skills: In your application, don’t forget to highlight your strong analytical skills. Provide examples of how you've used data to drive decision-making or improve processes in previous roles. We love seeing those insights!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Gerrard White Consulting
✨Know Your Numbers
As a Financial Planning Analyst, you'll need to demonstrate your strong technical and analytical skills. Brush up on key financial concepts, forecasting methods, and Excel modelling techniques. Be ready to discuss how you've used these skills in past roles, especially in FP&A or management reporting.
✨Showcase Your Business Acumen
This role requires a commercial mindset, so think about how you can interpret financial data into actionable insights. Prepare examples of how you've identified opportunities for improvement in previous positions, and be ready to discuss how you can apply this thinking to the company's current challenges.
✨Engage with Stakeholders
Excellent communication is key in this role. Practice articulating complex financial information clearly and concisely. Think of scenarios where you've successfully engaged with stakeholders at various levels, and be prepared to share these experiences during the interview.
✨Be Ready for Scenario Questions
Given the focus on planning and forecasting, expect scenario-based questions that test your problem-solving abilities. Prepare to discuss how you would approach budget preparation or variance analysis in different situations, showcasing your ability to maintain and improve financial models.
