Financial Planning & Analysis - Junior Analyst
Financial Planning & Analysis - Junior Analyst

Financial Planning & Analysis - Junior Analyst

London Entry level 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our FP&A team to analyse financial data and support reporting processes.
  • Company: Ocorian delivers expert financial solutions globally, helping clients unlock value.
  • Benefits: Enjoy a collaborative culture, growth opportunities, and the chance to make an impact.
  • Why this job: Be part of a dynamic team that values curiosity and innovation in finance.
  • Qualifications: A-levels or equivalent; strong analytical skills and a passion for finance required.
  • Other info: We embrace diversity and are committed to equal opportunities for all applicants.

The predicted salary is between 28800 - 43200 £ per year.

Company Description

Fund services / Corporate / Capital markets / Private client / Regulatory & Compliance. We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of the Job: A junior FP&A role, supporting the team deliver on the annual goals and objectives set for the Finance team. Coverage across all our services lines and the entire business. To provide insightful and actionable analysis.

Main Responsibilities:

  • Support to the FP&A team on month end management reporting including revenue and EBITDA, Monthly Business Reviews, CFO packs and Investor Finance Packs.
  • Consolidation of the annual planning cycle and forecasting.
  • Support the budget process including the monthly tracking across the entire business.
  • Collaborate with the wider finance team including Group Reporting and Data team.
  • Support the development of management information reporting templates for business performance management.
  • Support the roll out of automation of financial management reporting.
  • Ad hoc support to the Head of FP&A.

Qualifications:

  • A keen interest in pursuing a career in accounting and finance.
  • A-levels or equivalent.
  • Sound analytical and abstract reasoning skills.
  • Sound interpersonal skills and the ability to communicate effectively with colleagues at all levels.
  • A solution driven attitude to problems.
  • Intermediate user of Excel and PowerPoint.

Additional Information: All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

  • CLIENT CENTRIC: Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
  • AMBITIOUS: We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
  • AGILE: We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • COLLABORATIVE: With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • ETHICAL: We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone. Please let us know if there's anything we can do to make the process easier for you. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

Financial Planning & Analysis - Junior Analyst employer: Ocorian

Ocorian is an exceptional employer, offering a dynamic work culture that prioritises collaboration and support, making it an ideal environment for a Junior Analyst in Financial Planning & Analysis. With a commitment to employee growth, we provide ample opportunities for professional development and skill enhancement, all while being part of a global team that values trust and expertise. Located in a vibrant setting, our company not only fosters innovation but also ensures that every team member can make a meaningful impact on our clients' success.
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Contact Detail:

Ocorian Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planning & Analysis - Junior Analyst

✨Tip Number 1

Familiarise yourself with the key responsibilities of the Junior Analyst role. Understanding the specifics of month-end management reporting and the annual planning cycle will help you speak confidently about how your skills align with these tasks during interviews.

✨Tip Number 2

Network with professionals in the finance sector, especially those who work in FP&A roles. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.

✨Tip Number 3

Brush up on your Excel and PowerPoint skills, as these are crucial for the role. Consider taking online courses or tutorials to enhance your proficiency, which will not only boost your confidence but also demonstrate your commitment to the position.

✨Tip Number 4

Research the company’s values and recent projects. Being able to discuss how you embody their core values, such as being client-centric and collaborative, will set you apart from other candidates and show that you’re a good cultural fit.

We think you need these skills to ace Financial Planning & Analysis - Junior Analyst

Analytical Skills
Attention to Detail
Financial Modelling
Excel (Intermediate)
PowerPoint (Intermediate)
Communication Skills
Problem-Solving Skills
Collaboration Skills
Budgeting and Forecasting
Management Reporting
Data Analysis
Time Management
Adaptability
Curiosity and Initiative

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications required for the Junior Analyst position. This will help you tailor your application to highlight relevant skills and experiences.

Tailor Your CV: Customise your CV to reflect the key skills mentioned in the job description, such as analytical skills, proficiency in Excel and PowerPoint, and a solution-driven attitude. Use specific examples from your past experiences that demonstrate these abilities.

Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the role but also showcases your understanding of the company's values, such as being client-centric and collaborative. Mention how your background aligns with their mission and how you can contribute to their goals.

Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in a financial planning and analysis role.

How to prepare for a job interview at Ocorian

✨Show Your Analytical Skills

As a Junior Analyst, you'll need to demonstrate your analytical abilities. Be prepared to discuss how you've used data to solve problems in the past. Bring examples of any relevant projects or coursework that highlight your skills in analysis and reasoning.

✨Familiarise Yourself with Financial Concepts

Make sure you understand key financial concepts such as revenue, EBITDA, and forecasting. Brush up on your knowledge of financial reporting and budgeting processes, as these will likely come up during the interview.

✨Demonstrate Your Excel Proficiency

Since the role requires an intermediate user of Excel, be ready to discuss your experience with it. You might even be asked to perform a task using Excel during the interview, so practice common functions and data analysis techniques beforehand.

✨Emphasise Collaboration and Communication

This role involves working closely with various teams, so highlight your interpersonal skills. Share examples of how you've successfully collaborated with others in previous roles or projects, and be ready to discuss how you handle communication across different levels of an organisation.

Financial Planning & Analysis - Junior Analyst
Ocorian
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  • Financial Planning & Analysis - Junior Analyst

    London
    Entry level
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-03-21

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    Ocorian

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