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- Tasks: Support teaching and research with financial analysis, forecasting, and budgeting.
- Company: Join a prestigious London university dedicated to education and research excellence.
- Benefits: Enjoy flexible working options and opportunities for professional development.
- Why this job: Make a real impact in education while collaborating with diverse teams.
- Qualifications: Part-qualified or fully qualified accountant with strong budgeting and reporting skills.
- Other info: Ideal for analytical thinkers who thrive in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
As a Financial Planning Analyst for a London based University, you will play a pivotal role in supporting the organisation's teaching and research functions through robust financial management. You will be responsible for delivering accurate financial forecasts, modelling student income streams, and contributing to key costing exercises such as TRAC returns. You’ll work closely with academic departments and non-finance colleagues, translating complex financial data into actionable insights. This position is ideal for someone who enjoys collaboration, thrives on analytical challenges, and wants to make a tangible difference in the education sector.
Key Responsibilities
- Deliver insightful financial analysis and reporting for teaching and research activities.
- Lead forecasting of tuition fee and funding income, ensuring accuracy and compliance.
- Provide financial support to Heads of Department and budget managers.
- Contribute to the preparation of the annual TRAC return and other institutional reports.
- Undertake detailed cost modelling and sensitivity analysis of academic programmes.
- Collaborate with internal departments to manage student-related income records.
- Guide budgeting processes and assist in decision-making on new academic initiatives.
About You
- Part-qualified or fully qualified accountant (ACA, ACCA, CIMA or equivalent) or actively working towards qualification.
- Strong experience in budgeting, forecasting, and financial reporting, ideally within an academic or public sector context.
- Proficient in Microsoft Excel, Word, and Outlook; experience with finance systems essential.
- Skilled at communicating financial information to non-specialists in a clear, accessible manner.
- Proven ability to manage multiple deadlines and collaborate across departments.
Financial Planning Analyst employer: Ivy Rock Partners
Contact Detail:
Ivy Rock Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Familiarise yourself with the specific financial systems used in academic institutions. Understanding how these systems operate will give you an edge when discussing your experience and capabilities during interviews.
✨Tip Number 2
Network with professionals already working in financial roles within universities. Attend relevant industry events or join online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Brush up on your Excel skills, particularly in financial modelling and forecasting. Being able to demonstrate advanced proficiency in Excel during practical assessments can significantly boost your chances.
✨Tip Number 4
Prepare to discuss how you've translated complex financial data into actionable insights in previous roles. Having concrete examples ready will showcase your ability to communicate effectively with non-financial colleagues.
We think you need these skills to ace Financial Planning Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, budgeting, and forecasting. Emphasise any work you've done in an academic or public sector context, as this will resonate with the university's needs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for supporting educational functions through financial management. Mention specific examples of how you've translated complex financial data into actionable insights in previous roles.
Highlight Relevant Qualifications: Clearly state your accounting qualifications (ACA, ACCA, CIMA or equivalent) and any progress towards these if you are part-qualified. This will demonstrate your commitment to the profession and suitability for the role.
Showcase Communication Skills: Since the role involves collaborating with non-finance colleagues, provide examples of how you've effectively communicated financial information to non-specialists. This could be through presentations, reports, or informal discussions.
How to prepare for a job interview at Ivy Rock Partners
✨Showcase Your Financial Acumen
Be prepared to discuss your experience with budgeting, forecasting, and financial reporting. Highlight specific examples from your past roles that demonstrate your ability to deliver accurate financial analysis and insights.
✨Demonstrate Collaboration Skills
Since the role involves working closely with academic departments and non-finance colleagues, share examples of how you've successfully collaborated in previous positions. Emphasise your ability to communicate complex financial data in a way that's easy for others to understand.
✨Prepare for Technical Questions
Expect questions related to financial modelling and sensitivity analysis. Brush up on your knowledge of TRAC returns and be ready to explain how you would approach these tasks in the context of an academic institution.
✨Exhibit Your Passion for Education
Convey your enthusiasm for making a difference in the education sector. Discuss why you are interested in this role specifically and how your skills can contribute to the university's teaching and research functions.
