Senior Financial Analyst - Financial Planning & Analysis
Senior Financial Analyst - Financial Planning & Analysis

Senior Financial Analyst - Financial Planning & Analysis

Full-Time 60000 - 75000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead financial planning and analysis to drive performance in a growing care home group.
  • Company: Dynamic private equity-backed care home group with ambitious growth plans.
  • Benefits: Hybrid working, competitive salary, and opportunities for professional development.
  • Other info: Join a transformative journey with excellent career growth potential.
  • Why this job: Make a real impact on strategic decisions and operational performance in a fast-paced environment.
  • Qualifications: Qualified accountant with strong analytical skills and experience in financial insights.

The predicted salary is between 60000 - 75000 £ per year.

We are partnering with a private equity-backed care home group undergoing a significant period of transformation, performance improvement and growth. The business is building a best-in-class finance function to support its ambitions.

As part of this journey, they are seeking a high-calibre Senior FP&A Analyst to strengthen financial planning, insight, and decision support across the group. Reporting into the CFO, you will play a pivotal role in shaping financial insight and driving performance across a multi-site care portfolio.

This is not a reporting role—it’s a commercially focused position where your analysis will directly influence strategic decisions, operational performance, and value creation. You will operate at the heart of the business, working closely with senior stakeholders across finance and operations in a fast-paced, PE-backed environment.

  • Lead the budgeting, forecasting, and long-range planning processes
  • Deliver high-quality monthly performance reporting with clear, actionable insights
  • Provide detailed variance analysis across occupancy, fees, labour and margin
  • Build and maintain robust financial models to support strategic decision-making
  • Partner with operational leaders to drive performance improvement across the estate
  • Assist with M&A analysis, integration, and scenario modelling
  • Drive continuous improvement in reporting, systems and data quality

Qualifications:

  • Qualified accountant (ACA / ACCA / CIMA) or equivalent
  • Proven ability to translate data into clear, actionable insight
  • Experience partnering with non-finance stakeholders
  • Highly analytical, detail-oriented, and comfortable working with large data sets
  • Advanced Excel skills; exposure to BI tools (e.g. Power BI) advantageous

Play a key role in a transformation and exit journey in a fast-paced, high-impact environment where your work directly drives performance.

Senior Financial Analyst - Financial Planning & Analysis employer: Soka Partners

Join a dynamic and transformative private equity-backed care home group in the South East, where your role as a Senior FP&A Analyst will not only enhance your financial acumen but also allow you to make a tangible impact on the organisation's growth and performance. With a strong emphasis on employee development, a collaborative work culture, and the flexibility of hybrid working, this company offers a unique opportunity to be at the forefront of strategic decision-making while enjoying a supportive environment that values innovation and excellence.
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Contact Detail:

Soka Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Analyst - Financial Planning & Analysis

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who have experience in private equity or care home sectors. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by diving deep into the company’s financials and recent news. Show them you’re not just another candidate; you’re genuinely interested in their transformation journey and how you can contribute to their growth.

✨Tip Number 3

Practice your analytical skills with real-world scenarios. Think about how you would approach budgeting or forecasting for a multi-site care portfolio. Being able to discuss your thought process will impress interviewers and show you’re ready for the challenge.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.

We think you need these skills to ace Senior Financial Analyst - Financial Planning & Analysis

Financial Planning & Analysis
Budgeting
Forecasting
Long-range Planning
Variance Analysis
Financial Modelling
M&A Analysis
Scenario Modelling
Data Analysis
Stakeholder Management
Advanced Excel Skills
Business Intelligence Tools (e.g. Power BI)
Attention to Detail
Analytical Skills
Performance Improvement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Senior FP&A Analyst. Highlight your experience in financial planning, analysis, and any relevant achievements that showcase your ability to drive performance in a fast-paced environment.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your qualifications, your analytical skills, and how you can contribute to the transformation journey of the care home group.

Showcase Your Analytical Skills: In your application, don’t forget to demonstrate your analytical prowess. Provide examples of how you've translated complex data into actionable insights, especially in a multi-site or PE-backed context.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!

How to prepare for a job interview at Soka Partners

✨Know Your Numbers

As a Senior FP&A Analyst, you'll need to demonstrate your financial acumen. Brush up on key financial metrics relevant to the care home sector and be ready to discuss how you've used data to drive strategic decisions in previous roles.

✨Showcase Your Analytical Skills

Prepare examples of how you've translated complex data into actionable insights. Think about specific instances where your analysis led to performance improvements or influenced key decisions, especially in a fast-paced environment.

✨Engage with Stakeholders

This role involves partnering with non-finance stakeholders, so practice articulating financial concepts in a way that's easy for everyone to understand. Be ready to discuss how you've successfully collaborated with operational leaders in the past.

✨Demonstrate Continuous Improvement Mindset

The company is looking for someone who can drive continuous improvement. Prepare to talk about initiatives you've led or contributed to that enhanced reporting processes or data quality, and how these changes positively impacted the business.

Senior Financial Analyst - Financial Planning & Analysis
Soka Partners

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