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- Tasks: Support finance leaders by developing financial models and managing budgets.
- Company: Join a dynamic real estate investment firm focused on growth and innovation.
- Benefits: Enjoy competitive pay, potential remote work, and opportunities for professional development.
- Why this job: Be part of a collaborative culture that values your insights and drives impactful financial decisions.
- Qualifications: Must be ACA/ACCA/CIMA qualified; property industry experience is a plus.
- Other info: This is a full-time associate role in a fast-paced financial services environment.
The predicted salary is between 36000 - 60000 £ per year.
Looking for an FP&A to support the Head of Finance and the MD of Asset Management for a Real Estate Investment client.
Key Responsibilities:
- Develop and maintain financial models to support property valuations, acquisitions, and dispositions.
- Manage the annual budgeting process to support the initiatives of the company and to serve as a strategic template for the growth of the business.
- Manage the monthly financial performance records and forecasting of business performance and prepare variance analysis and explanations for budget vs. actual performance for the property portfolio, consulting closely with managing agents as applicable.
- Assist the Finance Head in driving the improvement of cash flow performance and managing the liquidity needs of the company.
- Provide financial and business support to the Managing Director – Asset Management for both ongoing business and the evaluation of any new opportunities.
- Own and drive the short term and medium term cash forecasting process, updating & maintaining models.
- Support the Finance Head in accounting operations ensuring the integrity of the company’s financial data and reporting.
- Assist in the preparation of monthly forecasts, annual statutory accounting preparation and long-term financial plans.
- Assist the Finance Head to manage the monthly reporting process, delivering timely, accurate information with appropriate commercial overlay to support the Board in its decision-making process.
- Provide financial expertise, information, and insight, and make recommendations with supporting data and rationale.
- Provide guidance to help the Managing Director – Asset Management and Finance Head propose the best financial decisions.
- Develop and cultivate strong relationships with all stakeholders, internal and external.
Qualifications:
- Qualified ACA/ ACCA/ CIMA or equivalent.
- Property industry experience is preferred.
Seniority level: Associate
Employment type: Full-time
Job function: Accounting/Auditing, Analyst, and Finance
Industries: Financial Services and Real Estate
Financial Planning Analyst employer: JSS Search
Contact Detail:
JSS Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Network with professionals in the real estate and finance sectors. Attend industry events, webinars, or local meetups to connect with people who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 2
Familiarise yourself with financial modelling software and tools commonly used in the property sector. Being proficient in these tools will not only enhance your skill set but also demonstrate your readiness for the role when you engage with our team.
✨Tip Number 3
Stay updated on current trends in real estate investment and financial planning. This knowledge will help you engage in meaningful conversations during interviews and show that you're proactive about understanding the industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed budgets or financial forecasts in previous roles. Being able to articulate your experience clearly will make a strong impression on our hiring managers.
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 planning and analysis, particularly in real estate. Emphasise any qualifications such as ACA, ACCA, or CIMA, and showcase your skills in financial modelling and budgeting.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Explain how your background aligns with the needs of the company and demonstrate your understanding of the real estate investment sector.
Highlight Relevant Experience: In your application, focus on your previous roles that involved financial performance management, cash flow forecasting, and stakeholder engagement. Use specific examples to illustrate your achievements and contributions in these areas.
Showcase Analytical Skills: Since the role requires variance analysis and financial forecasting, include examples of how you've successfully used analytical skills in past positions. Mention any tools or software you are proficient in that are relevant to financial analysis.
How to prepare for a job interview at JSS Search
✨Know Your Financial Models
As a Financial Planning Analyst, you'll be expected to develop and maintain financial models. Brush up on your modelling skills and be prepared to discuss specific examples of how you've used them in past roles, especially in property valuations or acquisitions.
✨Understand Budgeting Processes
Familiarise yourself with the annual budgeting process and be ready to explain how you have managed or contributed to it in previous positions. Highlight any strategic templates you've developed that supported business growth.
✨Prepare for Variance Analysis Questions
Expect questions about variance analysis between budgeted and actual performance. Be prepared to discuss how you've approached this in the past, including any tools or methods you used to analyse and explain discrepancies.
✨Build Relationships
The role requires strong relationship-building skills with stakeholders. Think of examples where you've successfully collaborated with internal and external parties, and be ready to share how you can bring that experience to the team.
