Financial Planning Analyst
Financial Planning Analyst

Financial Planning Analyst

Temporary 40000 - 56000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join our FP&A team to analyse financial data and partner with key stakeholders.
  • Company: Be part of a prestigious global membership body shaping the built environment sector.
  • Benefits: Enjoy hybrid working, a supportive team, and a healthy work/life balance.
  • Why this job: Gain exposure to senior leadership and contribute to meaningful financial decisions.
  • Qualifications: Degree in Finance or related field; strong Excel skills required.
  • Other info: 12-month contract with potential for permanent opportunities.

The predicted salary is between 40000 - 56000 £ per year.

Finance Analyst – Financial Planning & Analysis (FP&A) | 12-Month Fixed Term Contract

Location: Birmingham (Hybrid – 3 days office, 2 days remote)

Salary: £40,000 + benefits

Hours: 35 hours per week

Industry: Professional Membership Body / Built Environment

TechNET IT has partnered with a prestigious global professional membership body, shaping the built and natural environment sector worldwide, to recruit an experienced Finance Analyst for their Financial Planning & Analysis (FP&A) team. This is a highly visible role with strong business partnering elements, offering fantastic exposure across senior stakeholders up to Exec level, within a collaborative and evolving Finance function. Although initially offered as a 12-month FTC (maternity cover), there is genuine potential for longer-term opportunities, as Finance is going through positive change and restructuring.

Role Overview

In this role you will split your time across:

  • 60% business partnering & stakeholder reporting
  • 40% month-end, FP&A cycles & data analysis

You’ll support the creation of monthly P&L positions, lead the reporting and presentation of financial results to key stakeholders, and partner with budget owners and Execs to explain performance, variances, and future trends.

Key Responsibilities

  • Prepare and deliver clear, insightful monthly reporting packs for c. 12–13 key stakeholders, ranging from budget owners (Heads of) to Executive Board members.
  • Present and explain variances confidently in stakeholder meetings (approx. 2-slide summaries per stakeholder area).
  • Act as a trusted business partner, helping non-finance audiences understand financial drivers and performance trends.
  • Support month-end close processes, including preparing journals, validating entries, analysing data, and contributing to final P&L positions (working closely with the Financial Accounting team post day 4 close).
  • Build and maintain robust financial models to support scenario planning, forecasting, and budgeting cycles.
  • Drive continuous improvement of reporting, with a current transition towards enhanced Power BI-based reporting.
  • Work with Microsoft D365 (core ledger system) and Excel for data extraction, manipulation, and reporting.

Ideal Candidate Profile

  • Experienced FP&A Analyst or Finance Analyst with prior exposure to full month-end cycles, reporting, and stakeholder engagement.
  • Strong business partnering experience — able to tell the story behind the numbers, not just analyse data.
  • Confident communicator — comfortable presenting to budget owners and Execs in Teams meetings.
  • Strong Excel skills (essential); Power BI experience highly desirable (transition to Power BI reporting underway).
  • Familiarity with Microsoft D365 an advantage.
  • Degree qualified in Finance, Accounting or related discipline; ideally studying or part-qualified CIMA / ACCA.
  • Pragmatic, collaborative, and adaptable — this is a global organisation but not a highly complex matrix; FP&A needs strong attention to detail and hands-on approach.

Working Environment & Culture

  • Hybrid working: 3 days in Birmingham office (anchor days: Monday & Thursday; 3rd day flexible).
  • Supportive, down-to-earth Finance team with strong respect for work/life balance (35-hour week, no culture of long hours).
  • Exposure to strategic Finance conversations with senior leadership.
  • Potential for permanent opportunities due to upcoming team restructuring.

Financial Planning Analyst employer: JobFlurry

Join a prestigious global professional membership body in Birmingham as a Financial Planning Analyst, where you will thrive in a supportive and collaborative finance team that values work/life balance. With a hybrid working model and exposure to senior stakeholders, this role offers not only meaningful engagement in financial planning but also genuine opportunities for career growth within an evolving organisation. Embrace the chance to contribute to strategic finance conversations while enjoying a culture that prioritises employee well-being and development.
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Contact Detail:

JobFlurry Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Familiarise yourself with the key stakeholders you'll be working with. Research their roles and how they interact with the FP&A team. This will help you tailor your conversations and demonstrate your understanding of their needs during interviews.

✨Tip Number 2

Brush up on your Excel skills, especially in areas like data manipulation and financial modelling. Consider creating a sample financial model to showcase your abilities, as this could set you apart from other candidates.

✨Tip Number 3

Gain a solid understanding of Power BI, as the role involves transitioning to enhanced reporting using this tool. You might want to explore online tutorials or courses to get comfortable with its functionalities before your interview.

✨Tip Number 4

Prepare to discuss your experience with month-end processes and stakeholder engagement. Think of specific examples where you've successfully communicated financial insights to non-finance audiences, as this is crucial for the role.

We think you need these skills to ace Financial Planning Analyst

Financial Analysis
Business Partnering
Stakeholder Engagement
Data Analysis
Reporting Skills
Presentation Skills
Excel Proficiency
Power BI Knowledge
Microsoft D365 Familiarity
Month-End Close Processes
Financial Modelling
Attention to Detail
Communication Skills
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis. Emphasise your business partnering skills and any exposure to month-end cycles, as these are key aspects of the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific examples of how you've successfully communicated financial insights to non-financial stakeholders.

Highlight Technical Skills: Clearly outline your proficiency in Excel and any experience with Power BI or Microsoft D365. These technical skills are essential for the role and should be prominently featured in your application.

Showcase Soft Skills: In your application, demonstrate your strong communication and collaboration abilities. Provide examples of how you've worked effectively in teams and presented financial information to senior stakeholders.

How to prepare for a job interview at JobFlurry

✨Know Your Numbers

As a Financial Planning Analyst, you'll need to demonstrate your ability to analyse and interpret financial data. Be prepared to discuss your experience with month-end cycles and how you've contributed to P&L positions in previous roles.

✨Master the Art of Storytelling

It's not just about crunching numbers; it's about telling the story behind them. Practice explaining variances and performance trends in a way that non-financial stakeholders can understand. This will showcase your business partnering skills.

✨Showcase Your Technical Skills

Strong Excel skills are essential for this role, so be ready to discuss specific functions or models you've used. If you have experience with Power BI or Microsoft D365, highlight that as well, as it will set you apart from other candidates.

✨Prepare for Stakeholder Engagement

Since you'll be presenting to budget owners and executives, practice your presentation skills. Prepare concise summaries (like 2-slide presentations) for key stakeholders, and be ready to answer questions confidently during the interview.

Financial Planning Analyst
JobFlurry
J
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