At a Glance
- Tasks: Shape long-term financial strategies and deliver insightful analysis for decision-making.
- Company: Dynamic organisation focused on financial planning and investment strategy.
- Benefits: Competitive salary, up to 28 days' leave, and flexible home working.
- Other info: Opportunity to work with senior management and contribute to strategic projects.
- Why this job: Join a forward-thinking team and make a real impact on financial sustainability.
- Qualifications: Qualified accountant or significant analyst experience in finance.
The predicted salary is between 61143 - 61143 £ per year.
£55,029 - £61,143 per annum (depending on experience)
Home based with travel to Solihull/Worcester Office 2 – 3 times per month
Permanent, Full Time
Join our team as an Investment Analyst and play a key role in shaping our long-term financial strategy! We're looking for a forward-thinking Investment Analyst - Financial Planning & Analysis (FP&A) to join our growing dynamic team. In this high-impact role, you'll work closely with the Head of Strategic Initiatives and the wider Investment and FP&A team to deliver robust, dynamic Long-Term Financial Plans (LTFPs) and provide insightful analysis to support strategic decision-making across the organisation.
You'll bring strong commercial acumen and the ability to take a broad view of the business, understanding how shifting assumptions impact long‑term financial sustainability and overall performance.
Some of your key duties will include:
- To ensure the LTFP is continuously updated to include the latest financial position and forecasts by working in collaboration with Development, Assets, Treasury and Financial Reporting.
- To ensure the LTFP remains robust, compliant with the Group's external Financial Covenants, Financial Golden Rules and meets the core key strategic driver “Strong: Financial Stability”.
- To perform a range of financial modelling, analysis and ‘what-if' scenarios to support decision making.
- To support the preparation of reports and presentations to Senior Management, Executive, Committee and Board.
- To support data to the Regulator of Social Housing including collation, validation and accurate timely submission.
- Contribute to wider Group projects related to investment strategy and financial planning.
Who are we looking for?
- A qualified accountant (CCAB or equivalent) or significant analyst experience.
- Demonstrable experience in finance / financial services in a large and complex organisation with substantial capital budgets.
- Previous Housing sector experience is preferred.
- Experience of financial planning and analysis in a large complex organisation.
- Advanced IT skills, including complex Excel spreadsheets (with VBA), and confidence working with high value projects.
- Experience in developing complex and bespoke financial models.
- Experience of working with operational managers in a support role and of liaising with people at different levels across the business.
- Although home-based, you must be able to travel to our offices in Solihull and Worcester, typically 2–3 times per month.
Some of the great benefits we offer: Up to 28 days' annual leave plus
Investment Analyst Financial Planning & Analysis employer: Platform Housing Group
Join a forward-thinking organisation that values innovation and collaboration, offering a supportive work culture where your contributions as an Investment Analyst will directly influence our long-term financial strategy. With opportunities for professional growth, competitive benefits including up to 28 days' annual leave, and the flexibility of home-based work combined with occasional office visits in Solihull and Worcester, this role is perfect for those seeking meaningful and rewarding employment in a dynamic environment.
