Financial Reporting, Planning & Analysis Assistant in London

The Financial Planning and Analysis Assistant is responsible for preparing the monthly, quarterly and yearly management accounts. This role is the first point of contact for reporting, running the key month-end reporting processes and ensuring the delivery of timely and accurate reporting to the business. In addition to the core monthly and quarterly deliverables, the role supports the Financial Analysis and Reporting Manager and the Head of Financial Reporting, Planning & Analysis in the production of ad-hoc analysis on a variety of financial and performance areas that is highly insightful and delivers key messages in an articulate and concise way.

The responsibilities

• Responsible for preparing monthly, quarterly and annual management accounts including coordinating the collection of commentary.
• Responsible for preparing supplementary management accounting information for departments and users as specified.
• Preparing ad-hoc analysis of performance and trends which might cover; variance analysis, costs, income, profitability drivers, and annual surveys.
• Working closely with Financial Control, to reconcile the management accounts figures to financial accounts.
• Play a key role in driving data accuracy and integrity, and driving correct use of firm’s systems and data hierarchies, for example client partners and matter types.

The team

The Finance department is a close‑knit team of 30 talented professionals, bringing together expertise across three specialist areas: Financial Control, Financial Operations, and Financial Reporting. We're a collaborative, supportive group who take pride in delivering high‑quality work and continuously improving how we partner with the business. In this role, you will work closely with and report to the FRP&A Manager, joining a team that values curiosity, ownership, and a willingness to get stuck in.

You

• Part‑qualified accountant (ACA, ACCA or CIMA), actively working towards completion.
• Strong Excel skills and comfortable working with financial systems, with a focus on accuracy and data quality.
• Good analytical skills, able to interpret data and support financial analysis.
• Experience supporting the production of monthly reporting, with the ability to take ownership of defined components.
• Well organised, able to manage priorities and meet deadlines in a structured environment.
• Collaborative and proactive, working effectively with stakeholders to gather inputs and support reporting outputs.

About us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm. When you work with us at Saffery, you work with people who know your name, not just a job title. We’re a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We’re committed to our clients, but also to our greatest asset – our people. As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we’ve got access to local insight on a global scale.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.