Financial Planning Analyst in London

Financial Planning Analyst in London

London Full-Time 36000 - 60000 Β£ / 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 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 Β£ 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 London 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. With a focus on employee growth, you will have access to professional development opportunities and the chance to work with cutting-edge planning tools like Anaplan and Power BI. Located in a vibrant area, this role not only promises meaningful work but also a supportive environment that encourages excellence and career advancement.
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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 London

    ✨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 expertise with tools like Anaplan or Power BI. We want you to impress them with your analytical prowess!

    ✨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 opportunity!

    ✨Tip Number 4

    Follow up after interviews! A quick thank-you email can keep you top of mind. Share a relevant insight from your conversation to show your enthusiasm and reinforce your fit for the role.

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

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

    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 and 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 your 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 financial processes in previous roles.

    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 on our radar quickly!

    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 metrics and be ready to discuss how you've used them in past roles. Prepare examples of how you've improved financial models or contributed to forecasting.

    ✨Master the Tools

    Familiarise yourself with planning tools like Anaplan and Power BI. If you have experience with these, be sure to highlight it during the interview. If not, do some quick research to understand their functionalities and how they can enhance financial analysis.

    ✨Communicate Clearly

    Excellent communication is crucial for this role. Practice explaining complex financial concepts in simple terms. Be prepared to discuss how you've engaged with stakeholders in the past and how you can provide actionable insights from financial data.

    ✨Show Your Commercial Mindset

    Employers are looking for candidates who can interpret financial data into actionable insights. Think of examples where your analysis led to strategic decisions or improvements. Be ready to discuss how you challenge assumptions in forecasts and budgets.

    Financial Planning Analyst in London
    Gerrard White Consulting
    Location: London
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