At a Glance
- Tasks: Shape financial strategies and support decision-making through analysis and modelling.
- Company: Join a forward-thinking organisation dedicated to building thriving communities.
- Benefits: Generous leave, health cash plan, pension contributions, and learning opportunities.
- Other info: Flexible work with occasional travel to our Solihull and Worcester offices.
- Why this job: Make a real impact on financial planning while working from home.
- 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). Permanent, Full Time – Home based with travel to Solihull/Worcester offices 2–3 times per month.
Join our team as an Investment Analyst and play a key role in shaping our long‐term financial strategy.
Responsibilities- Ensure the Long‐Term Financial Plan (LTFP) is continuously updated to include the latest financial position and forecasts in collaboration with Development, Assets, Treasury and Financial Reporting.
- Maintain the LTFP's robustness and compliance with the Group's external Financial Covenants, Financial Golden Rules, and the core strategic driver 'Strong: Financial Stability'.
- Perform a range of financial modelling, analysis and 'what‐if' scenarios to support decision making.
- Prepare reports and presentations for Senior Management, Executive, Committee and Board.
- Support data preparation for the Regulator of Social Housing, including collation, validation and timely submission.
- Contribute to wider Group projects related to investment strategy and financial planning.
- Qualified accountant (CCAB or equivalent) or significant analyst experience.
- Demonstrable experience in finance / financial services within a large and complex organisation with substantial capital budgets.
- Previous Housing sector experience preferred.
- Experience in 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 developing complex and bespoke financial models.
- Experience working with operational managers in a support role and liaising with people at different levels across the business.
- Although home‐based, must be able to travel to our offices in Solihull and Worcester 2–3 times per month.
- Up to 28 days' annual leave plus bank holidays, with the option to buy or sell leave.
- Family-friendly policies, including generous maternity, paternity, shared parental, adoption leave and 3 days' paid urgent domestic leave.
- Medicash membership with employee assistance programme, discounted gym access and exclusive discounts.
- Health Cash Plan up to £1,700 per year for dental, optical, physio and complementary therapies.
- Pension scheme with up to 12 % employer contribution (subject to employee contribution), including life assurance.
- Learning and development opportunities.
- Employee reward and recognition scheme, wellbeing hub and retail discounts.
Be part of a team that is making a difference. Help shape our financial strategy, support business decisions, and build homes and communities where people can thrive.
Investment Analyst - FP&A in Worcester employer: Platform Housing Group
Join a forward-thinking organisation as an Investment Analyst, where you will play a pivotal role in shaping our long-term financial strategy while enjoying the flexibility of home-based work. With generous benefits including up to 28 days' annual leave, a robust pension scheme, and extensive learning opportunities, we foster a supportive and inclusive work culture that prioritises employee wellbeing and growth. Our commitment to making a difference in the housing sector means you will be part of a team dedicated to building thriving communities.
