At a Glance
- Tasks: Build the FP&A function from scratch, providing proactive insights and revenue analysis.
- Company: Purpose-led organisation with ambitious growth plans and a commercial mindset.
- Benefits: Competitive salary, hybrid working, generous holiday, and private medical insurance.
- Other info: Opportunity to work closely with the CEO and shape financial strategy.
- Why this job: Join a dynamic team and influence executive decisions with your financial expertise.
- Qualifications: Fully qualified accountant with strong FP&A and revenue forecasting experience.
The predicted salary is between 63000 - 77000 £ per year.
This is a confidential search managed by JMR Global. The client organisation will be revealed to shortlisted candidates. The role this organisation has been waiting to fill.
Our client has a problem most finance teams would envy: they're sitting on a wealth of data - commercial, operational, financial - and they're not yet using it to its full potential. That's where you come in. This is a newly created role, and it's a proper blank-sheet opportunity. You won't be inheriting someone else's model or maintaining a reporting pack that's been the same for five years. You'll be building the FP&A function from the ground up: the frameworks, the dashboards, the narrative, the influence.
The CEO is an ICAEW-qualified accountant. They know what good looks like. They want a finance partner who gets there before they're asked — someone who surfaces the insight, not just the numbers.
What this role actually does
- You'll sit at the intersection of finance, strategy and commercial performance, acting as the analytical engine behind executive decision-making.
- Proactive insight, not reactive reporting. You'll anticipate what the CEO and Executive Team need to know before they ask. Trends, risks, opportunities — surfaced early and framed in business terms.
- Revenue intelligence. The organisation has diverse income streams — membership, qualifications, events, commercial partnerships. You'll own the revenue analysis and forecasting function, drive accuracy, and deepen the organisation's understanding of what's driving performance.
- Executive-ready analysis. Board pack quality financial storytelling. P&L analysis that goes beyond the numbers and connects to strategy. Models that inform real decisions, not just satisfy the audit trail.
- Cross-functional BI. You'll combine financial data with operational and membership data to produce joined-up intelligence that the business can actually act on — using Power BI (or equivalent) to build dashboards that stick.
- Financial modelling. Scenario planning, sensitivity analysis, investment appraisal. You'll build and own the models that support the organisation's strategic choices.
The organisation: This well-established, purpose-led organisation has ambitious growth plans, multiple income lines, and a senior team that thinks commercially. The CEO wants finance at the table, not in the back office.
What we're looking for
- A fully qualified accountant (ACA, ACCA or CIMA) with a proven track record in FP&A, commercial finance or senior finance business partnering.
- A clear record of delivering forward-looking financial intelligence to executive audiences — not just producing it, but influencing decisions with it.
- Strong revenue forecasting experience, ideally across complex or multi-stream income models.
- Expert Excel modelling (Power Query, Power Pivot, dynamic models, scenario analysis) and confident Power BI or equivalent.
- The gravitas to challenge the CEO constructively, and the judgement to know when and how.
- A self-starting mindset — you spot the question before it's asked.
What's on offer
- £70,000 – £85,000 depending on location and experience.
- Hybrid working (London).
- 27 days holiday + bank holidays + birthday leave + Christmas shutdown.
- Private medical insurance / health cash plan.
- Life assurance (4x salary), income protection.
Senior Financial Planning Analyst employer: JMR Global | Talent Solutions
Join a purpose-driven organisation that values innovation and strategic insight, where you will have the unique opportunity to build the Financial Planning & Analysis function from the ground up. With a supportive work culture that encourages proactive thinking and collaboration, you'll be at the forefront of executive decision-making, influencing outcomes with your financial expertise. Enjoy a competitive salary, hybrid working arrangements in London, and a comprehensive benefits package that includes generous holiday allowances and private medical insurance, making this an excellent place for professional growth and meaningful impact.
Contact Details:
JMR Global | Talent Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JMR Global | Talent Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Financial Planning Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JMR Global | Talent Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JMR Global | Talent Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JMR Global | Talent Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JMR Global | Talent Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JMR Global | Talent Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JMR Global | Talent Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
