At a Glance
- Tasks: Lead budgeting and forecasting processes while developing financial models for strategic decisions.
- Company: Join a tech-led conveyancing firm focused on innovation and efficiency.
- Benefits: Enjoy hybrid working, competitive salary, and 25 days annual leave plus bank holidays.
- Other info: Collaborative team environment with long-term development opportunities.
- Why this job: Make a real impact on commercial decision-making and enhance reporting capabilities.
- Qualifications: Qualified accountant with strong FP&A and Power BI experience.
The predicted salary is between 40000 - 50000 € per year.
We’re looking for a commercially minded FP&A Analyst to join our growing Finance team in a newly created role.
Location: Altrincham, WA14 5UW – hybrid working (2 days office / 3 days home after an initial office-based onboarding period)
Hours: Full-time, Mon-Fri, 9:00-17:00
Reporting directly into the Financial Controller, this position will play a key role in strengthening the business’ forecasting, budgeting, modelling and analytical capability, helping drive more informed, data‑led decision making across the firm. This is an exciting opportunity for a qualified finance professional who enjoys working across both commercial finance and analytics, whilst partnering closely with stakeholders across the wider business.
Alongside strong FP&A capability, we’re particularly interested in individuals with strong Power BI experience who can help further develop our reporting and dashboard capability. Whilst we actively utilise modern AI tools such as Claude to support modelling and dashboard development, it’s important this individual understands what ‘good’ looks like technically and can confidently challenge, refine and build upon outputs where required.
What You’ll Be Doing:
- Lead on budgeting, forecasting and reforecasting processes across the business
- Develop and maintain robust financial models to support strategic and operational decision making
- Produce rolling forecasts, scenario analysis and sensitivity modelling
- Analyse financial performance, trends and variances, providing clear commentary and actionable insight
- Support the Financial Controller with longer‑term financial planning and commercial analysis
Reporting & Analytics
- Develop, maintain and continuously improve Power BI dashboards and reporting capabilities
- Produce insightful management information focused on key commercial and operational drivers
- Work with large datasets to identify trends, opportunities and risks across the business
- Support automation and continuous improvement of reporting processes and data utilisation
- Utilise AI‑enabled tools, including Claude, to support dashboarding, modelling and analytical output where appropriate
Business Partnering
- Partner with stakeholders across the business to improve forecasting accuracy and financial understanding
- Build strong relationships with departmental managers to gather commercial insight and challenge assumptions where required
- Support budgeting owners with analysis, reporting and financial decision making
- Assist with evaluating new initiatives, commercial opportunities and investment proposals
Strategic & Ad Hoc Support
- Support the Financial Controller with strategic projects and business initiatives
- Assist with board‑level reporting and analysis where required
- Contribute towards continuous improvement across finance systems, processes and controls
- Provide ad‑hoc financial analysis and commercial insight as business needs evolve
What We’re Looking For:
- We’re looking for someone who combines strong commercial finance capability with a proactive, solutions‑focused mindset.
- Fully qualified accountant (ACA, ACCA or CIMA)
- Minimum 2 years’ post‑qualified experience within FP&A, commercial finance, finance business partnering or a similar analytical finance role
- Strong experience in forecasting, budgeting and financial modelling
- Strong Power BI experience, including building and maintaining dashboards and reporting solutions
- Strong Excel and data analysis capability
- Comfortable working within a broad role in a growing business environment
- Strong communication skills with the confidence to challenge and influence where appropriate
- Highly organised with the ability to manage multiple priorities effectively
- Experience partnering with non‑finance stakeholders across the wider business
- Exposure to automation, AI‑enabled tools or data‑driven finance transformation
- Experience developing advanced Power BI measures, reporting models or dashboard functionality
What You’ll Get in Return:
- Newly created position with genuine scope to influence the role from day one and the opportunity to help build and enhance the business’ forecasting, reporting and analytical capability
- High visibility position working closely with senior leadership and contributing to key commercial decisions
- Investment in modern technology and AI‑enabled tools, including Claude, to support smarter and more efficient ways of working
- A business that values innovation and is open to evolving how finance supports the wider organisation
- Hybrid working environment because we recognise the importance of work/life balance
- Supportive and collaborative finance team within a growing business at an exciting stage of its journey
- Opportunity to specialise in a more technical, project‑based legal cashiering position
- Long‑term development opportunities – including study support options (employer‑funded after 12‑months)
- 25 days AL + Bank Holidays, with buy/carry over options
- Employee benefits: death in service, healthcare plan, EAP, counselling and salary sacrifice
- Extras: free conveyancing, mortgage advice, staff discounts, free under service to/from Navigation Road station and our office
At PLS Solicitors, we combine legal expertise with technology to create smarter, more efficient ways of working. As a tech‑led conveyancing firm, we’re continually investing in systems, innovation and people who can help us improve and evolve. We specialise in conveyancing, the legal process behind buying and selling property, helping clients move home through a streamlined, technology‑driven service. With a strong focus on efficiency, collaboration and continuous improvement, we’re building a modern law firm where people can develop, contribute and make a genuine impact. If you’re looking for a role where you can genuinely influence commercial decision‑making, shape reporting and forecasting capability, and work closely with senior leadership in a growing business – apply now!
Financial Planning & Analysis Analyst in Altrincham employer: PLS Solicitors
At PLS Solicitors, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that values innovation and continuous improvement. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee development, including study support and investment in modern technology, ensures that you can grow your career in a dynamic environment. Join us in Altrincham, where you will have the opportunity to influence key commercial decisions and make a genuine impact within a forward-thinking finance team.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning & Analysis Analyst in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an FP&A role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your Power BI skills. Since this role emphasises strong reporting capabilities, being able to showcase your expertise in building dashboards will definitely set you apart from the competition.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that excite you, and tailor your approach to show how you can contribute to their financial decision-making processes.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Financial Planning & Analysis Analyst in Altrincham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the FP&A Analyst role. Highlight your budgeting, forecasting, and Power BI experience to show us you’re the right fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about this role and how your background aligns with our needs. Be sure to mention your proactive mindset and any relevant projects you've worked on.
Showcase Your Analytical Skills:In your application, give examples of how you've used data analysis to drive decision-making in previous roles. We love seeing candidates who can turn numbers into actionable insights!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the quickest way for us to see your application and get the ball rolling!
How to prepare for a job interview at PLS Solicitors
✨Know Your Numbers
As a Financial Planning & Analysis Analyst, you’ll need to demonstrate your strong grasp of financial concepts. Brush up on key metrics related to budgeting, forecasting, and financial modelling. Be ready to discuss how you've applied these in previous roles.
✨Show Off Your Power BI Skills
Since the role requires strong Power BI experience, prepare to showcase your dashboard-building skills. Bring examples of dashboards you've created or improved, and be ready to explain the impact they had on decision-making.
✨Be a Business Partner
This position involves working closely with stakeholders across the business. Think of examples where you've successfully partnered with non-finance teams to improve financial understanding or forecasting accuracy. Highlight your communication skills and ability to influence.
✨Embrace AI and Automation
With the emphasis on using AI tools like Claude, be prepared to discuss how you've leveraged technology in your previous roles. Share specific instances where automation improved processes or reporting, and show your enthusiasm for continuous improvement.
