Financial Planning Analyst

Financial Planning Analyst

Full-Time 60000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare financial reports and manage budgets for a Not-for-Profit organisation.
  • Company: Join a supportive Not-for-Profit in Shropshire with a focus on social housing.
  • Benefits: Competitive daily rate, hybrid work model, and flexible hours.
  • Why this job: Make a difference in the community while developing your financial skills.
  • Qualifications: Experience in Social Housing and HRA is preferred; qualifications are a bonus.
  • Other info: Great opportunity for career growth in a meaningful sector.

The predicted salary is between 60000 - 84000 £ per year.

We are currently working in partnership with a Not-for-Profit based in Shropshire, who are recruiting for a Financial Planning Accountant (HRA) on a three month initial contract. The position is due to start ASAP and offers a daily rate of c.£300 via an Umbrella Company. This will be a hybrid position with travel required to the office three days per week.

The ideal candidate will have a background in Social Housing and be able to provide support on the HRA Business Planning. Duties will include (but are not limited to):

  • Preparing monthly management accounts including P&L for HRA including supporting analysis
  • Producing monthly capital reports for HRA, creating KPI reports and reconciling payroll accounts
  • Preparing cash flow reports/statements and preparing year end statutory accounts
  • Dealing with tax reporting and processing VAT return
  • Preparing annual budget and process and managing and maintaining 30 year Business Plan for HRA
  • Leading on year end process for rent accounting, service changes and direct debits/rent collection

Skills, knowledge and expertise required:

  • Background in Social Housing and HRA
  • Qualification is desirable but not essential

Working hours: 37 hours per week, Monday – Friday, 9am-5pm (flexible).

Please note that you require recent experience to apply for this role.

Financial Planning Analyst employer: James Andrews Recruitment Solutions Ltd

As a Not-for-Profit organisation based in Shropshire, we pride ourselves on fostering a supportive and inclusive work culture that prioritises employee well-being and professional growth. Our hybrid working model allows for flexibility, while our commitment to social housing ensures that your contributions will have a meaningful impact on the community. Join us to be part of a dedicated team where your expertise in financial planning can truly make a difference.
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Contact Detail:

James Andrews Recruitment Solutions Ltd 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 social housing sector and let them know you're on the hunt for a Financial Planning Analyst role. You never know who might have the inside scoop on opportunities or can put in a good word for you.

✨Tip Number 2

Get your LinkedIn game on point! Make sure your profile is up-to-date and highlights your experience in HRA and social housing. Join relevant groups and engage with posts to increase your visibility and connect with potential employers.

✨Tip Number 3

Prepare for interviews by brushing up on your knowledge of financial planning and social housing. Be ready to discuss how you've tackled similar challenges in the past, especially around budget preparation and cash flow management.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find roles that match your skills. Plus, applying directly can sometimes give you an edge over other candidates.

We think you need these skills to ace Financial Planning Analyst

Financial Analysis
Management Accounting
P&L Preparation
Capital Reporting
KPI Reporting
Payroll Reconciliation
Cash Flow Reporting
Statutory Accounts Preparation
Tax Reporting
VAT Processing
Budget Preparation
Business Planning
Social Housing Knowledge
Rent Accounting
Direct Debits Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Analyst role. Highlight your experience in Social Housing and any relevant skills that match the job description. We want to see how you can bring value to the team!

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 position. Share specific examples of your past work that relate to the duties listed, like preparing monthly management accounts or handling cash flow reports.

Showcase Relevant Experience: Since recent experience is a must, make sure to emphasise your background in HRA Business Planning. We’re looking for candidates who can hit the ground running, so don’t hold back on showcasing your achievements in this area!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Let’s get your application rolling!

How to prepare for a job interview at James Andrews Recruitment Solutions Ltd

✨Know Your Numbers

As a Financial Planning Analyst, you'll be dealing with figures all day. Brush up on your financial knowledge, especially around P&L statements and cash flow reports. Be ready to discuss how you've handled similar tasks in the past.

✨Understand Social Housing

Since the role focuses on Social Housing, make sure you have a solid understanding of the sector. Familiarise yourself with current trends, challenges, and regulations. This will show that you're not just qualified but also genuinely interested in the field.

✨Prepare for Scenario Questions

Expect questions that ask how you'd handle specific situations, like preparing annual budgets or managing a 30-year Business Plan. Think of examples from your previous experience where you successfully navigated similar challenges.

✨Ask Insightful Questions

At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use for reporting, or how they measure success in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.

Financial Planning Analyst
James Andrews Recruitment Solutions Ltd
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