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For Companies At a Glance
- Tasks: Join our finance team to drive strategic financial planning and performance analysis.
- Company: We're a leading software development company focused on innovation and growth.
- Benefits: Enjoy a dynamic work environment with opportunities for professional development and collaboration.
- Why this job: Make an impact by providing data-driven insights that shape our company's future.
- Qualifications: Strong analytical skills, proficiency in Excel, and familiarity with financial planning software required.
- Other info: Ideal for those who thrive in fast-paced environments and love problem-solving.
The predicted salary is between 28800 - 42000 £ per year.
We are seeking a dynamic Financial Planning Analyst to join our finance team, a leading software development company. This role is critical to driving the company's strategic financial planning, performance analysis, and decision-making processes. The ideal candidate will combine strong analytical skills with an understanding of the software industry, supporting our growth and operational efficiency.
Key Responsibilities
Financial Analysis & Reporting:
- Prepare, analyze, and present monthly, quarterly, and annual financial reports, including variance analysis and KPIs.
- Deliver insights on revenue trends, cost structures, and profitability.
Budgeting & Forecasting:
- Develop, maintain, and update annual budgets, rolling forecasts, and long-term financial models.
- Collaborate with cross-functional teams to ensure alignment with company goals and objectives.
Data-Driven Insights:
- Utilize financial and operational data to provide actionable recommendations to improve business performance.
- Conduct scenario analysis and what-if modeling to support strategic initiatives.
Performance Metrics:
- Monitor and analyze key financial metrics, including bookings, billings, recurring revenue, and churn.
- Build and maintain dashboards for tracking critical metrics in collaboration with the BI team.
Investment Analysis:
- Support evaluation of new projects, R&D investments, and potential acquisitions by performing ROI and NPV analysis.
Process Improvement:
- Enhance financial planning processes and tools, leveraging technology to streamline workflows and reporting.
- Collaborate with IT and software teams to integrate financial tools with operational systems.
Technical Skills:
- Proficiency in financial modeling and data analysis.
- Advanced skills in Microsoft Excel, PowerPoint, and financial planning software (e.g., Adaptive Insights, Anaplan).
- Familiarity with ERP systems (e.g., NetSuite) and BI tools (e.g., Tableau, Power BI) is highly desirable.
- Soft Skills:
- Strong analytical and problem-solving abilities.
- Excellent communication and presentation skills.
- Ability to collaborate with cross-functional teams and adapt to a fast-paced environment.
Financial Planning Analyst employer: Marks Sattin
Contact Detail:
Marks Sattin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Analyst
✨Tip Number 1
Familiarize yourself with the software industry and its financial metrics. Understanding key performance indicators specific to this sector will help you stand out during discussions and demonstrate your industry knowledge.
✨Tip Number 2
Brush up on your financial modeling skills, especially in Excel. Being able to showcase your proficiency in creating complex financial models can significantly enhance your candidacy for the Financial Planning Analyst role.
✨Tip Number 3
Network with professionals in the finance and software sectors. Engaging with others in the field can provide valuable insights and potentially lead to referrals that may help you land an interview.
✨Tip Number 4
Prepare to discuss how you've used data-driven insights to influence business decisions in past roles. Real-world examples of your analytical skills in action will resonate well with our hiring team.
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 analysis, budgeting, and forecasting. Use specific examples that demonstrate your analytical skills and familiarity with the software industry.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the key responsibilities listed in the job description, particularly in financial reporting and data-driven insights.
Showcase Technical Skills: Emphasize your proficiency in financial modeling, Microsoft Excel, and any financial planning software you have used. Mention your experience with ERP systems and BI tools to stand out as a candidate.
Prepare for Behavioral Questions: Anticipate questions about your problem-solving abilities and teamwork experiences. Be ready to provide examples of how you've collaborated with cross-functional teams and adapted to fast-paced environments.
How to prepare for a job interview at Marks Sattin
✨Showcase Your Analytical Skills
Be prepared to discuss specific examples of how you've used your analytical skills in previous roles. Highlight any financial models or reports you've created, and be ready to explain the insights you derived from them.
✨Understand the Software Industry
Research the company and its position within the software industry. Be ready to discuss how industry trends might impact financial planning and decision-making processes.
✨Demonstrate Technical Proficiency
Familiarize yourself with the financial planning software and tools mentioned in the job description. If you have experience with Excel, PowerPoint, or BI tools like Tableau, be sure to mention it and provide examples of how you've used them effectively.
✨Prepare for Scenario Analysis Questions
Expect questions that assess your ability to conduct scenario analysis and what-if modeling. Think of examples where you've had to make recommendations based on different financial scenarios and be ready to discuss your thought process.
