Financial Planning Analyst
Financial Planning Analyst

Financial Planning Analyst

Birmingham Full-Time 43200 - 72000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead financial strategy, oversee budgeting, and deliver insightful analysis.
  • Company: Join a respected professional services firm known for innovation and a people-first culture.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
  • Why this job: Shape strategic decisions while mentoring a team in a collaborative environment.
  • Qualifications: Degree in Finance or related field; 2+ years in FP&A; strong Excel skills required.
  • Other info: Be part of a dynamic team that values adaptability and analytical thinking.

The predicted salary is between 43200 - 72000 Β£ per year.

This range is provided by Marks Sattin. Your actual pay will be based on your skills and experience β€” talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Marks Sattin

Senior FP&A Analyst – Professional Services

Location: Birmingham – Hybrid

Salary: Up to Β£60,000

A leading professional services organisation is seeking a Senior FP&A Analyst to help shape and steer the financial strategy of the business. This role offers the opportunity to lead a dedicated FP&A function, provide insightful financial analysis, and support key strategic decisions at a senior level alongside managing a small team of analysts.

About the Organisation

This is a well-respected business recognised for its commitment to service excellence, innovation, and empowering its people. With a national and international presence, the company supports some of the most ambitious and impactful clients across multiple sectors. It offers an inclusive and collaborative working environment and has been recognised for its people-first culture and dedication to professional growth.

  • Financial Planning : Oversee budgeting, forecasting, and long-term financial modelling processes.
  • Analysis & Reporting : Deliver in-depth financial reports highlighting trends, risks, and growth opportunities to senior leadership.
  • Strategic Support : Work cross-functionally with senior stakeholders on strategic initiatives, offering financial insights to drive business growth and efficiency.
  • Performance Monitoring : Track financial performance, identify variances from forecasts, and recommend corrective actions.
  • Team Leadership : Manage and mentor a small team of analysts, fostering a culture of collaboration and professional development.
  • Process Improvement : Continuously enhance FP&A processes to improve agility and accuracy.
  • Stakeholder Engagement : Partner with key stakeholders across Finance and the broader business to ensure alignment on financial goals.

Qualifications & Skills

  • Education : Degree in Finance, Accounting, Economics, or a related field; a recognised professional qualification (e.g. ACCA, CIMA, ACA) is preferred.
  • Experience : At least 2 years of experience in FP&A or financial analysis, preferably in a professional or regulated services setting.
  • Technical Proficiency : Strong Excel and modelling skills; familiarity with tools such as SAP, IBM Planning Analytics (TM1), Planful, or similar.
  • Leadership : Demonstrated ability to lead and develop a finance team.
  • Analytical Thinking : Ability to simplify complex data and turn it into actionable insights.
  • Communication : Excellent interpersonal and presentation skills, capable of engaging stakeholders at all levels.
  • Adaptability : Comfortable working in a dynamic, fast-paced environment with multiple priorities.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Accounting/Auditing

  • Industries

    Legal Services and Professional Services

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Financial Planning Analyst employer: Marks Sattin

Marks Sattin is an exceptional employer, offering a dynamic and inclusive work environment in Birmingham that prioritises professional growth and development. As a Senior FP&A Analyst, you will not only lead a dedicated team but also play a pivotal role in shaping the financial strategy of a well-respected organisation known for its commitment to service excellence and innovation. With competitive compensation and a culture that values collaboration and employee empowerment, Marks Sattin stands out as a rewarding place to advance your career.
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Contact Detail:

Marks Sattin Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Network with professionals in the financial planning and analysis field. Attend industry events or webinars to connect with people who work at Marks Sattin or similar organisations. This can give you insights into the company culture and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the tools mentioned in the job description, such as SAP and IBM Planning Analytics. Consider taking online courses or tutorials to enhance your skills, as demonstrating technical proficiency can set you apart from other candidates.

✨Tip Number 3

Prepare to discuss your experience in leading teams and driving process improvements during interviews. Think of specific examples where you've successfully managed a team or enhanced FP&A processes, as this aligns closely with the responsibilities of the role.

✨Tip Number 4

Research the latest trends in financial planning and analysis, especially within professional services. Being able to speak knowledgeably about current challenges and opportunities in the sector will demonstrate your commitment and insight during discussions with potential employers.

We think you need these skills to ace Financial Planning Analyst

Financial Modelling
Budgeting and Forecasting
Data Analysis
Excel Proficiency
SAP Knowledge
IBM Planning Analytics (TM1) Familiarity
Team Leadership
Strategic Financial Analysis
Performance Monitoring
Stakeholder Engagement
Communication Skills
Analytical Thinking
Process Improvement
Interpersonal Skills
Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis. Emphasise your skills in budgeting, forecasting, and financial modelling, as these are crucial for the role.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific examples of how your previous experience aligns with the responsibilities outlined in the job description.

Highlight Technical Proficiency: Clearly outline your technical skills, especially in Excel and any financial tools like SAP or IBM Planning Analytics. Providing examples of how you've used these tools effectively can set you apart.

Showcase Leadership Experience: If you have experience managing or mentoring a team, be sure to include this in your application. Highlight how you foster collaboration and professional development within your team.

How to prepare for a job interview at Marks Sattin

✨Showcase Your Analytical Skills

As a Financial Planning Analyst, your ability to analyse complex data is crucial. Prepare examples of how you've simplified data into actionable insights in previous roles. This will demonstrate your analytical thinking and problem-solving capabilities.

✨Understand the Company’s Financial Strategy

Research the organisation's financial strategy and recent performance. Being able to discuss their financial reports and trends during the interview shows that you are proactive and genuinely interested in the role and the company.

✨Prepare for Team Leadership Questions

Since this role involves managing a small team, be ready to discuss your leadership style and experiences. Think of specific instances where you mentored or developed team members, as this will highlight your capability to lead effectively.

✨Demonstrate Technical Proficiency

Familiarise yourself with the tools mentioned in the job description, such as Excel, SAP, or IBM Planning Analytics. Be prepared to discuss your experience with these tools and how they have helped you in your previous roles.

Financial Planning Analyst
Marks Sattin
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  • Financial Planning Analyst

    Birmingham
    Full-Time
    43200 - 72000 Β£ / year (est.)

    Application deadline: 2027-09-02

  • M

    Marks Sattin

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