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- Tasks: Support strategic growth through financial analysis and manage budgets and forecasts.
- Company: Join a dynamic company focused on optimising financial performance and value creation.
- Benefits: Enjoy an attractive salary, excellent benefits, and a collaborative work environment.
- Why this job: Be part of a team that drives impactful decisions and supports business growth.
- Qualifications: ACA/CA/CIMA/ACCA qualified with advanced Excel skills; PowerBI knowledge is a plus.
- Other info: Office-based role, 5 days a week, perfect for those who thrive in a collaborative setting.
The predicted salary is between 43200 - 72000 £ per year.
As a Financial Planning & Analysis Analyst, you will play a critical role in supporting the clients' strategic growth initiatives and optimising financial performance through insightful analysis. You will work closely with the finance, investment, and operations teams to drive value creation across the company.
The key responsibilities include but are not limited to:
- Manage the annual budget and forecast including the 5 year business plan to support informed business strategies
- P&L, cashflow and balance sheet forecasting
- Prepare and review market analysis, KPI's and due diligence analysis
- Preparation of monthly board pack reporting
- Partner with senior business managers and key stakeholders to provide strong decision support
- Highlight business risks and opportunities to drive operational and financial performance
- Provide external investors with insightful analysis
- Assist with the annual audit process and annual statutory financial statements
- Support the M&A team with market analysis, review of key target performance, due diligence and review of SPA's
- Involvement in fundraising including due diligence processes, financial control frameworks and documentation preparation
The successful candidate:
- ACA/CA/CIMA/ACCA
- Advanced excel - highly advantageous
- PowerBI - desirable
- Strategic mindset and proactive nature
- Willing to be in the office 5 days a week
The role of FP&A analyst is offering an attractive base salary plus excellent benefits.
Financial Planning and Analysis Analyst employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and analysis. Understanding current market conditions and financial strategies will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in FP&A roles. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Brush up on your Excel skills, particularly advanced functions and data analysis techniques. Being able to demonstrate your proficiency in Excel during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss how you've previously contributed to financial performance improvements. Have specific examples ready that showcase your analytical skills and strategic mindset, as these are key for the role.
We think you need these skills to ace Financial Planning and Analysis Analyst
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 market analysis, as these are key responsibilities for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your strategic mindset aligns with the company's growth initiatives. Mention specific examples of how you've driven value creation in previous positions.
Highlight Relevant Qualifications: Clearly state your qualifications such as ACA, CA, CIMA, or ACCA. If you have advanced Excel skills or experience with PowerBI, make sure to include these as they are highly advantageous for the position.
Showcase Analytical Skills: Provide examples of your analytical skills in your application. Discuss any experience you have with P&L, cash flow forecasting, or preparing board pack reports, as these will demonstrate your capability to support decision-making.
How to prepare for a job interview at Morgan McKinley
✨Showcase Your Analytical Skills
As a Financial Planning & Analysis Analyst, your ability to analyse data is crucial. Be prepared to discuss specific examples of how you've used data analysis to drive business decisions or improve financial performance in previous roles.
✨Understand the Business Landscape
Familiarise yourself with the company's market position and recent developments. Demonstrating knowledge about their strategic growth initiatives and how your role can contribute will impress the interviewers.
✨Prepare for Technical Questions
Expect questions related to budgeting, forecasting, and financial reporting. Brush up on your knowledge of P&L statements, cash flow management, and key performance indicators (KPIs) to confidently answer technical queries.
✨Highlight Your Team Collaboration Skills
This role involves working closely with various teams. Share examples of how you've successfully collaborated with finance, investment, or operations teams in the past, emphasising your communication and interpersonal skills.
