At a Glance
- Tasks: Support financial planning and treasury activities in a dynamic housing association.
- Company: Progressive housing association based in Birmingham with a values-driven culture.
- Benefits: Flexible hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on equality, diversity, and inclusion.
- Why this job: Join a team making a real impact in the social housing sector.
- Qualifications: Part-qualified in accountancy with finance or treasury experience, ideally in social housing.
The predicted salary is between 63000 - 77000 £ per year.
RM Recruit is delighted to be partnering with a progressive and forward-thinking Housing Association based in Birmingham to recruit an experienced and detail-oriented FP&A & Treasury Analyst on a full-time, permanent basis.
This is an excellent opportunity to join a values-driven organisation offering a flexible hybrid working model, with three days per week based in the office and two days working from home.
Reporting directly to the Head of Financial Analysis & Treasury, you will play a key role in supporting the delivery of the organisation's financial planning, business planning, and treasury activities, contributing to informed decision-making and the achievement of strategic objectives.
- Maintain and manage critical financial and property portfolio data using systems such as Proval, BRIXX and Microsoft Office, ensuring accuracy and integrity across treasury and financial planning activities.
- Support the treasury function by monitoring daily cash positions, preparing cash flow and liquidity forecasts, managing loan portfolios, and banking operations, calculating loan covenant compliance, and processing month-end treasury journals, including balance sheet reconciliations and interest postings.
- Assist with the maintenance and development of the organisation's financial business plan using BRIXX, while updating and maintaining key FP&A reporting dashboards.
- Utilise and maintain Proval to prepare financial appraisals, assessing the viability of new development schemes and business initiatives.
- Support the preparation and submission of key regulatory returns, including the SDR, QFS and FFR, ensuring compliance with regulatory requirements.
- Proactively identify opportunities to enhance processes and systems, collaborating with stakeholders across the business to improve efficiency, strengthen reporting, and provide greater assurance through robust financial analysis.
Person Specification
- Part-qualified accountancy status (or equivalent experience) with significant finance and/or treasury experience, ideally within the social housing sector.
- Experience in treasury management and financial appraisal of development projects.
- A sound understanding of social housing finance, including rent standards, regulatory requirements, governance, and financial controls.
- Strong data analysis and IT skills, with advanced Excel capability and experience using systems such as Pro Val, BRIXX and Power BI being highly desirable.
- Excellent interpersonal and communication skills, with the ability to build effective relationships with internal and external stakeholders.
- A proactive, collaborative approach with the ability to contribute positively as part of a team.
- Strong organisational skills, with the ability to manage competing priorities and deliver work accurately within deadlines.
If you are seeking a fresh challenge, we encourage you to apply.
RM Recruit is committed to Equality, Diversity and Inclusion and will treat all applicants equally irrespective of sex, sexual orientation, marital/civil partnership status, age, disability, race, religion, pregnancy, ethnic or national origin
FP&A and Treasury Analyst in Birmingham employer: RM Recruit
As a leading organisation in the housing sector, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. Our commitment to excellence is reflected in our comprehensive benefits package and the opportunity to make a meaningful impact through your work in planned maintenance contracts. Join us in a role that not only offers stability but also the chance to thrive in a collaborative environment dedicated to improving community living standards.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A and Treasury Analyst in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace FP&A and Treasury Analyst in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RM Recruit.
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Research and Reflect:Before hitting that 'apply' button on RM Recruit's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RM Recruit
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RM Recruit.
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✨Network with Industry Professionals
Before your interview, reach out to current or former RM Recruit employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
