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For Companies At a Glance
- Tasks: Lead financial processes and deliver insightful reports to drive business decisions.
- Company: Join a leading hygiene services provider with a diverse and inclusive culture.
- Benefits: Competitive salary, hybrid working, company car allowance, and retail discounts.
- Why this job: Make a real impact in finance while collaborating with top leadership.
- Qualifications: Qualified Accountant with experience in management accounts and budgeting.
- Other info: Dynamic environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
About The Role
This is a high-impact role at the heart of our Group Finance function. Reporting to the Group Head of Financial Planning & Pricing, you will work closely with the CFO, Business MDs and divisional leadership teams, helping to shape financial insight, strengthen reporting, and drive continuous improvement across the organisation. Based at our Caerphilly head office, you will take ownership of key financial processes, systems, and reporting frameworks that underpin decision-making across the Group. We are looking for someone who brings technical strength, commercial awareness and a proactive mindset. You will thrive in a fast-paced environment and enjoy working with stakeholders across the business.
The Role - You will play a central role in delivering accurate, timely and insightful financial information. Your responsibilities will include:
- Leading the full Group budget process, ensuring systems and cost centre data (including employees and fleet) are fully up to date.
- Producing Group-level P&L, Balance Sheet and Cash Flow statements.
- Updating periodic forecasts and preparing CEO/CFO reporting packs.
- Issuing and maintaining board reporting templates for divisional MDs and Business Finance Partners.
- Acting as system owner for key financial platforms including Essbase and Infor BI, and supporting Agresso Financials, Eyeshare and M3.
- Developing and maintaining Microsoft Access databases.
- Consolidating, interrogating and analysing financial data from multiple systems.
- Supporting preparation of Group management accounts and issuing all management reporting.
- Completing HMRC payment submissions every six months.
- Managing P11D returns.
- Providing ad-hoc financial analysis as required.
The ideal candidate will be:
- Commercially aware while maintaining strong financial discipline.
- Able to evaluate business opportunities with a focus on risk and profitability.
- Understanding key business drivers and seeking continuous improvement.
- Delivering accurate, timely reporting and building strong relationships across Group Finance.
- Confident in presenting, explaining numbers and writing reports.
- Comfortable challenging assumptions and driving change.
- Highly organised, structured and deadline-driven.
Technical & Financial requirements:
- Qualified Accountant (ACA/ACCA/CIMA or equivalent).
- Experience in management accounts and budgeting processes.
- Strong MS Office skills, especially Excel, Word and PowerPoint.
- SQL and VBA experience is an advantage.
What we offer for your expertise:
- Competitive base salary
- Company car or car allowance
- Pension
- Holidays: 23 days + statutory holidays
- Hybrid working
- Free onsite parking
- PHS Perks (retail discounts)
- Access to the PHS Shop
- Cycle to Work Scheme
- Online GP access for you and your family
- 24 hour personal welfare helpline
phs Group was founded in 1963 and we are the leading provider for Hygiene Services in the UK, Spain and Ireland with over 120,000 customers across 300,000 locations incorporating numerous businesses during its 62 years of business. Our businesses include: Washrooms, Healthcare, Floorcare, phs Direct, Direct 365, phs Greenleaf, Teacrate, Besafe, Wastekit and Compliance. At phs, we pride ourselves on our diverse workforce, and ensuring we have an inclusive environment for all our staff. We remain committed to ensuring our teams can bring their true selves to work without risk or fear of discrimination.
Locations
Financial Planning & Analysis Accountant in Caerphilly, Wales employer: phs Group
Contact Detail:
phs Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning & Analysis Accountant in Caerphilly, Wales
✨Tip Number 1
Network like a pro! Reach out to people in your industry, especially those already working at phs. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by knowing your numbers! Brush up on financial concepts and be ready to discuss how you've used data to drive decisions in past roles. Confidence in your expertise will impress the hiring team.
✨Tip Number 3
Show off your proactive mindset! During interviews, share examples of how you've identified opportunities for improvement in previous positions. This will demonstrate your commercial awareness and problem-solving skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the phs team.
We think you need these skills to ace Financial Planning & Analysis Accountant in Caerphilly, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning & Analysis Accountant role. Highlight your relevant experience, especially in management accounts and budgeting processes, and don’t forget to showcase your technical skills like Excel and any SQL or VBA knowledge.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your commercial awareness and proactive mindset, and how you can contribute to driving continuous improvement across the organisation.
Showcase Your Achievements: When detailing your past roles, focus on your achievements rather than just responsibilities. Use numbers and examples to demonstrate how you’ve delivered accurate financial reporting and improved processes in previous positions.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at phs Group
✨Know Your Numbers
As a Financial Planning & Analysis Accountant, you'll need to demonstrate your technical strength. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with numbers but can also interpret and leverage them for decision-making.
✨Understand the Business
Familiarise yourself with the company’s operations and financial drivers. Research their recent financial reports and any news related to their business. This will help you speak confidently about how your role can impact their financial performance and align with their strategic goals.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle financial challenges. Prepare examples from your experience where you’ve successfully navigated budgeting processes or improved reporting frameworks. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Showcase Your Communication Skills
Since this role involves working closely with stakeholders, practice explaining complex financial concepts in simple terms. Be prepared to discuss how you’ve built relationships with non-financial colleagues in the past. This will highlight your ability to present and explain numbers effectively.
