Financial Planning Analyst

Financial Planning Analyst

Bury Full-Time 24000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support financial forecasting and analysis to drive business decisions.
  • Company: Thriving business in Bury with a collaborative culture.
  • Benefits: Up to £40k salary, study support, hybrid working, and career development.
  • Why this job: Join a dynamic team and grow your finance skills in a supportive environment.
  • Qualifications: Experience as an Assistant Accountant or similar role; strong analytical skills required.
  • Other info: Great exposure to senior stakeholders and opportunities for continuous improvement.

The predicted salary is between 24000 - 40000 £ per year.

This range is provided by Medlock Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Medlock Partners

FP&A Analyst / Bury / Permanent – up to £40k DOE / Hybrid

We are looking for a highly motivated FP&A Analyst to join a thriving business in the Bury area. This is an excellent opportunity for someone currently operating at Junior FP&A level or an Assistant Accountant / Senior Accounts Assistant who is eager to make the move into an FP&A focused role.

The successful candidate will play a key part in the forecasting process and will provide financial analysis to support business decisions. You’ll need a good foundation in technical accounting, an understanding of double entry, and an appreciation of how the P&L and Balance Sheet contribute to the broader financial picture.

This is a developmental role, working with mentors who will invest in you, and is therefore ideal for someone looking to grow within FP&A and take on increasing responsibility as the business evolves post-acquisition. You’ll be working in a collaborative and fast-paced environment with great exposure to senior stakeholders.

Key Responsibilities

  • Support the preparation of monthly and quarterly forecasts
  • Assist in the creation of budget templates and financial models (training can be provided)
  • Perform analysis and provide insight on key drivers of performance
  • Collaborate with operational teams to understand and challenge business inputs
  • Help improve forecasting accuracy, assisting with process enhancements and better data use
  • Contribute to ongoing process improvement initiatives within the finance function
  • Present findings and reports to finance and non-finance stakeholders

Candidate Requirements

  • Currently working as an Assistant Accountant or in a similar role
  • Highly analytical with excellent attention to detail
  • Strong understanding of double entry and core accounting principles
  • Advanced Excel skills (e.g. PivotTables, VLOOKUPs, IFs, SUMIFS); financial modelling experience is a plus, as is Power BI, but not essential as training and development will be provided
  • Confident communicator, comfortable engaging with stakeholders across all levels
  • Enthusiastic and proactive approach with a strong desire to develop within FP&A
  • Part-qualified or actively studying towards ACCA/CIMA/ACA (study support provided)
  • Manufacturing sector exposure would be advantageous
  • Excellent career development opportunity in FP&A
  • Study support for ACCA/CIMA/ACA
  • Hybrid working (3 days in the office, 2 days from home)
  • A collaborative environment with a focus on continuous improvement
  • Exposure to a dynamic, growing business with a positive welcoming culture

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Finance

Industries

  • Staffing and Recruiting
  • Manufacturing

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Financial Planning Analyst employer: Medlock Partners

Medlock Partners is an exceptional employer, offering a dynamic and collaborative work environment in Bury that fosters professional growth and development. As a Financial Planning Analyst, you will benefit from mentorship, study support for ACCA/CIMA/ACA qualifications, and the opportunity to engage with senior stakeholders while contributing to meaningful financial analysis. With a focus on continuous improvement and a welcoming culture, this role is perfect for those eager to advance their careers in FP&A within a thriving business post-acquisition.
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Contact Detail:

Medlock Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning Analyst

✨Tip Number 1

Network like a pro! Reach out to people in the finance industry, especially those working in FP&A. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by brushing up on your technical skills. Make sure you can confidently discuss double entry accounting and financial modelling. We want you to shine when it comes to showcasing your analytical prowess!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Financial Planning Analyst

Financial Analysis
Forecasting
Technical Accounting
Double Entry Accounting
P&L Understanding
Balance Sheet Understanding
Advanced Excel Skills
Financial Modelling
Power BI
Communication Skills
Analytical Skills
Attention to Detail
Stakeholder Engagement
Proactive Approach
Continuous Improvement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your analytical skills, attention to detail, and any relevant financial modelling experience. We want to see how you fit into our FP&A world!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the FP&A Analyst role and how your background as an Assistant Accountant prepares you for this opportunity. Let us know what makes you tick!

Showcase Your Excel Skills: Since advanced Excel skills are key for this role, mention specific examples of how you've used PivotTables, VLOOKUPs, or any financial models in your previous roles. We love seeing practical applications of your skills!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates. Plus, we can’t wait to see what you bring to the table!

How to prepare for a job interview at Medlock Partners

✨Know Your Numbers

As a Financial Planning Analyst, you'll need to demonstrate your analytical skills. Brush up on key financial concepts like P&L and Balance Sheets. Be ready to discuss how these elements impact business decisions, as this will show your understanding of the role.

✨Excel Like a Pro

Since advanced Excel skills are crucial for this position, make sure you’re comfortable with PivotTables, VLOOKUPs, and other functions. Consider preparing a few examples of how you've used these tools in past roles to showcase your expertise during the interview.

✨Engage with Stakeholders

This role involves collaborating with various teams, so practice your communication skills. Think of examples where you've successfully engaged with stakeholders or challenged inputs. This will highlight your confidence and ability to work in a collaborative environment.

✨Show Your Enthusiasm for Growth

The company is looking for someone eager to develop within FP&A. Be prepared to discuss your career aspirations and how you plan to grow in this field. Mention any relevant courses or certifications you're pursuing, like ACCA or CIMA, to demonstrate your commitment.

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