Financial Planning Analyst

Financial Planning Analyst

Wolverhampton Full-Time 34000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Financial Planning Analyst, driving strategic decisions through financial insights and analysis.
  • Company: Latham & Bond Recruitment Group connects top talent with leading companies in Wolverhampton.
  • Benefits: Enjoy a competitive salary, hybrid work model, and comprehensive benefits including pension and paid time off.
  • Why this job: Be part of a dynamic finance team, enhancing your skills while making a real impact on business strategies.
  • Qualifications: A degree in Finance or related field, plus 2 years of relevant experience and strong analytical skills.
  • Other info: This role offers opportunities for professional growth and collaboration with senior management.

The predicted salary is between 34000 - 42000 £ per year.

Location: Wolverhampton, UK (Hybrid – 3 days on-site, 2 days remote)

Salary: £40,000 – £50,000 per annum

Reporting To: Finance Director

Latham & Bond Recruitment Group are currently working alongside our esteemed client based in Wolverhampton to recruit for a commercially astute FP&A Analyst. This is a pivotal hire within the finance team, supporting strategic decision-making through robust financial planning, analysis, and business partnering.

Key Responsibilities:

  • Financial Planning & Forecasting: Develop and maintain financial models to forecast future financial performance. Manage the annual budgeting process, ensuring alignment with strategic objectives.
  • Variance Analysis: Conduct detailed variance analysis to identify trends, risks, and opportunities. Provide insights and recommendations to senior management.
  • Reporting & Dashboards: Prepare and present regular financial reports, including monthly, quarterly, and annual reports. Develop and maintain dashboards to monitor key performance indicators (KPIs).
  • Business Partnering: Collaborate with department heads and senior management to understand their financial needs and provide relevant insights. Act as a trusted advisor, helping business units make informed financial decisions.
  • Process Improvement: Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function. Leverage financial software and tools to streamline reporting and analysis processes.
  • Strategic Support: Provide financial analysis and insights to support strategic planning and decision-making. Conduct scenario analysis and sensitivity testing to evaluate the financial impact of various business decisions.

Qualifications & Experience:

  • Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. Professional finance qualification (e.g., ACA, ACCA, CIMA) preferred.
  • Experience: Minimum of 2 years of experience in financial planning and analysis, corporate finance, or a related role.
  • Technical Skills: Proficiency in financial modelling and forecasting. Advanced knowledge of financial software (e.g., SAP, Oracle) and Microsoft Office Suite, particularly Excel. Familiarity with data visualisation tools such as Power BI or Tableau is advantageous.
  • Soft Skills: Strong analytical and problem-solving skills, with keen attention to detail. Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders. Ability to work independently and collaboratively within a team environment.

Benefits:

  • Competitive salary within the stated range.
  • Hybrid working model promotes work-life balance.
  • Opportunities for professional development and career advancement.
  • Comprehensive benefits package, including pension scheme and paid time off.

Financial Planning Analyst employer: Latham & Bond HR

At our esteemed client in Wolverhampton, we pride ourselves on being an exceptional employer that values both professional growth and work-life balance. With a competitive salary and a hybrid working model, employees enjoy the flexibility of remote work while benefiting from a collaborative and supportive team culture. We are committed to fostering career advancement through continuous development opportunities, making this an ideal environment for those seeking meaningful and rewarding employment in financial planning and analysis.
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Contact Detail:

Latham & Bond HR Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Familiarise yourself with the financial software mentioned in the job description, such as SAP or Oracle. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.

✨Tip Number 2

Brush up on your financial modelling and forecasting skills. Consider creating sample models that demonstrate your ability to analyse data and predict financial outcomes, as this will showcase your practical knowledge.

✨Tip Number 3

Network with professionals in the finance sector, especially those who work in FP&A roles. Engaging in conversations about industry trends and challenges can provide valuable insights and potentially lead to referrals.

✨Tip Number 4

Prepare to discuss how you've contributed to process improvements in previous roles. Be ready to share specific examples of how your analytical skills have led to better decision-making or efficiency gains.

We think you need these skills to ace Financial Planning Analyst

Financial Modelling
Forecasting
Variance Analysis
Budget Management
Financial Reporting
Dashboard Development
Business Partnering
Process Improvement
Strategic Financial Analysis
Scenario Analysis
Sensitivity Testing
Proficiency in SAP
Proficiency in Oracle
Advanced Excel Skills
Data Visualisation (Power BI, Tableau)
Analytical Skills
Problem-Solving Skills
Attention to Detail
Communication Skills
Presentation Skills
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis. Emphasise your proficiency in financial modelling, forecasting, and any specific software mentioned in the job description, such as SAP or Oracle.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the company's needs. Mention specific examples of your past work that demonstrate your analytical abilities and experience in business partnering.

Highlight Soft Skills: In your application, don't forget to mention your soft skills, such as communication and problem-solving. These are crucial for the FP&A Analyst role, especially when collaborating with department heads and presenting financial insights.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects attention to detail, which is essential for a role that involves financial analysis and reporting.

How to prepare for a job interview at Latham & Bond HR

✨Showcase Your Financial Modelling Skills

Be prepared to discuss your experience with financial modelling and forecasting. Bring examples of models you've developed in the past, and be ready to explain your thought process and the impact they had on decision-making.

✨Prepare for Variance Analysis Questions

Expect questions related to variance analysis. Brush up on how to identify trends, risks, and opportunities from financial data, and think of specific instances where your insights led to actionable recommendations.

✨Demonstrate Your Business Partnering Experience

Highlight your ability to collaborate with different departments. Share examples of how you've acted as a trusted advisor, helping teams understand their financial needs and make informed decisions.

✨Familiarise Yourself with Relevant Software

Since proficiency in financial software is crucial, ensure you're comfortable discussing tools like SAP, Oracle, and Excel. If you have experience with data visualisation tools like Power BI or Tableau, mention that too!

Financial Planning Analyst
Latham & Bond HR
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  • Financial Planning Analyst

    Wolverhampton
    Full-Time
    34000 - 42000 £ / year (est.)

    Application deadline: 2027-05-09

  • L

    Latham & Bond HR

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