Financial Planning Analyst

Financial Planning Analyst

Full-Time 55000 - 65000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Create management reports and analyse financial data to support business decisions.
  • Company: Join a global professional services firm with a dynamic finance team.
  • Benefits: Enjoy 24 days holiday, pension, life insurance, and private medical cover.
  • Other info: Exciting opportunities for progression in a calm, hybrid work environment.
  • Why this job: Be part of a growing team and make a real impact in commercial finance.
  • Qualifications: Qualified ACA, ACCA, or CIMA with 3 years PQE in a professional services environment.

The predicted salary is between 55000 - 65000 £ per year.

JasperRose is proud to be working with a global professional services firm who, due to mass growth, are looking to hire a FP&A to join their team. This role is based in their calm open plan offices in central London on a hybrid basis. Although this role sits within a large international business, this team is a small part of the wider finance function and is actively growing.

Working directly with the Finance Director, your role will be creative and agile, focusing on commercial finance to support the wider business.

  • Creating management reports for key stakeholders
  • Creating PowerPoints clearly showing financial analytic data for non-finance staff
  • Business partnering with senior stakeholders including non-finance team members through to C-Suite internationally
  • Creating analysis reports on Excel and Power BI
  • Completing analysis projects
  • Adhoc analysis

The successful candidate:

  • Qualified ACA, ACCA, CIMA with 3 years PQE
  • Experienced working in a professional services business with billable hours
  • Previous experience in a commercial finance role

This is an exciting role for someone who is looking for progression and wants to join a business at an exciting time. In return for your time, you'll be entitled to a generous benefit package including 24 days holiday + bank holidays, pension, life insurance and private medical cover.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Accounting/Auditing

Industries: Architecture and Planning, Accessible Architecture and Design, and Architectural and Structural Metal Manufacturing

Financial Planning Analyst employer: JasperRose – A Sphere Digital Recruitment Group Company

JasperRose offers an exceptional work environment for Financial Planning Analysts, combining the stability of a large international firm with the agility of a close-knit team. Located in central London, our calm open-plan offices foster collaboration and creativity, while our generous benefits package, including 24 days holiday, pension, and private medical cover, ensures a rewarding work-life balance. With ample opportunities for professional growth and direct engagement with senior stakeholders, this is the perfect place for ambitious individuals looking to make a meaningful impact in their careers.
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Contact Detail:

JasperRose – A Sphere Digital Recruitment Group Company 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 who work in professional services. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you've used Excel and Power BI in past roles. We want to see you shine when it comes to presenting data!

Tip Number 3

Show off your creativity! When creating presentations or reports, think about how you can make complex financial data accessible to non-finance folks. This will impress potential employers and show your business partnering skills.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Financial Planning Analyst

Financial Analysis
Management Reporting
Power BI
Excel
Business Partnering
Stakeholder Management
Commercial Finance
Adhoc Analysis
Qualified ACA
ACCA
CIMA
Professional Services Experience
Analytical Skills
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Planning Analyst role. Highlight your experience in commercial finance and any relevant qualifications like ACA, ACCA, or CIMA. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how you can contribute to our team. Be sure to mention your experience in professional services and your ability to work with senior stakeholders.

Showcase Your Analytical Skills: Since this role involves creating management reports and analysis projects, make sure to showcase your analytical skills. Mention any experience you have with Excel and Power BI, as well as examples of how you've used data to drive decisions.

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 from us!

How to prepare for a job interview at JasperRose – A Sphere Digital Recruitment Group Company

Know Your Numbers

As a Financial Planning Analyst, 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. Prepare examples of management reports or analysis projects you've completed, as this will show your practical experience.

Master the Art of Communication

Since you'll be business partnering with senior stakeholders, it's crucial to convey complex financial data in a clear and engaging way. Practice explaining financial concepts in simple terms, perhaps by creating a mock PowerPoint presentation. This will help you showcase your ability to communicate effectively with non-finance team members.

Excel and Power BI Proficiency

Make sure you're comfortable using Excel and Power BI, as these tools are essential for the role. Before the interview, consider brushing up on advanced Excel functions and Power BI visualisation techniques. You might even want to prepare a small demo of a report you've created to impress your interviewers.

Show Your Growth Mindset

This role is all about progression and growth, so be prepared to discuss your career aspirations. Share specific examples of how you've taken initiative in previous roles to drive results or improve processes. This will demonstrate that you're not just looking for a job, but a place where you can grow and contribute meaningfully.

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