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For Companies At a Glance
- Tasks: Lead budgeting and forecasting processes while collaborating with various teams.
- Company: Join a leading brand business with a fantastic culture and growth opportunities.
- Benefits: Enjoy hybrid working, bonuses, and exceptional benefits.
- Why this job: Perfect for driven finance professionals looking to make an impact and progress their careers.
- Qualifications: CIMA or ACCA qualified with strong Excel skills and attention to detail.
- Other info: Dynamic role with a focus on collaboration and relationship building.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen for a highly progressive individual to join a leading business with a great culture as FP&A Lead in Central Herts. This newly created role is designed with succession planning in mind, and is the perfect opportunity for a driven recently qualified finance professional looking to carve out a career within a leading brand business offering genuine progression.
Whilst reporting into the Head of Commercial Finance, your key deliverables and duties include:
- Playing the lead in the budgeting and forecasting cycles across the group including the coordination of budgets, forecasts and planning in line with the ongoing growth of the business.
- Leading the end-to-end annual budgeting process across the business functions.
- Delivery of forecasts vs the budget along with commentary.
- Setting and communicating the budget and forecast annual timetables, ensuring they are in line with business objectives.
- Coordinating multiple budget holders, ensuring consistency, accuracy and adherence to the timetable.
- Assigning tasks to internal stakeholders (both Finance, Sales and Operational) to ensure completion of the budget/forecast.
- Ensuring that robust models underpin revenue and cost budgets/forecasts.
- Continually seeking to drive granularity and accuracy in those models to ensure that performance measurement can be understood.
- Challenging assumptions constructively and supporting evidence-based decision making.
- Coordinating, editing and presenting high-class presentations to update stakeholders on budget progress and to gain approval of budgets/forecasts through the process.
- Outlining short- and long-term risks and opportunities.
- Developing and maintaining robust internal budget and forecast controls, ensuring internal audit compliance and management of version control.
- Ownership of internal financial modelling tools, including access controls.
- Continuously looking to improve budgeting, forecasting and reporting processes.
The ideal candidate profile:
- CIMA or ACCA Qualification (Other relevant finance/accounting qualification).
- Thrives in collaborative environments, connects well with others and has the ability to build rapport.
- Experience in operational support to understand financial budgeting.
- Excellent knowledge of Microsoft Excel and finance systems.
- High level of accuracy and attention to detail.
- Exceptional relationship building skills with the ability to develop lasting partnerships across the business.
On offer is a degree of hybrid working, bonus, and exceptional benefits.
Financial Planning and Analysis Specialist in Welwyn Garden City employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis Specialist in Welwyn Garden City
✨Network Like a Pro
Get out there and connect with people in the finance world! Attend industry events, join finance-related groups on LinkedIn, and don’t be shy about reaching out to current employees at companies you’re interested in. Building relationships can open doors that a CV just can’t.
✨Ace the Interview
Prepare for your interviews by researching the company and its culture. Think about how your skills align with their needs, especially around budgeting and forecasting. Practice common interview questions and have some examples ready that showcase your experience in financial modelling and collaboration.
✨Showcase Your Skills
When you get the chance to present your work or ideas, make it count! Use clear visuals and data to back up your points, especially when discussing budgets and forecasts. This is your moment to shine and demonstrate your analytical skills and attention to detail.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Planning and Analysis Specialist in Welwyn Garden City
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A role. Highlight your CIMA or ACCA qualifications and any relevant experience in budgeting and forecasting. We want to see how your skills align with our needs!
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 role. Mention your collaborative spirit and how you thrive in team environments, just like we do at StudySmarter.
Showcase Your Excel Skills: Since this role requires excellent knowledge of Microsoft Excel, don’t forget to mention specific examples of how you've used Excel in your previous roles. We love seeing those skills in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Investigo
✨Know Your Numbers
As a Financial Planning and Analysis Specialist, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with numbers but can also interpret and analyse them effectively.
✨Master the Art of Presentation
Since you'll be presenting budgets and forecasts, practice your presentation skills. Prepare a mock presentation on a budget or forecast you've worked on before. This will help you convey complex information clearly and confidently, which is crucial for gaining stakeholder approval.
✨Showcase Your Collaborative Spirit
This role thrives on collaboration, so be prepared to share examples of how you've successfully worked with cross-functional teams. Highlight your relationship-building skills and how you’ve navigated challenges in a team setting to achieve common goals.
✨Be Ready to Challenge Assumptions
The job requires you to challenge assumptions constructively. Think of instances where you’ve done this in the past and be ready to discuss them. This demonstrates your critical thinking skills and your ability to support evidence-based decision-making.