Principal Financial Planning & Reporting Analyst in Wakefield

Principal Financial Planning & Reporting Analyst in Wakefield

Wakefield Temporary 60000 - 70089 £ / year (est.) Home office (partial)
Supply Chain Corporation Limited

At a Glance

  • Tasks: Lead a team of finance analysts, delivering insights and supporting strategic decision-making.
  • Company: Join NHS Supply Chain, dedicated to improving healthcare and patient care.
  • Benefits: Enjoy hybrid working, competitive salary, bonuses, and extensive development opportunities.
  • Other info: Inclusive workplace with a focus on continuous improvement and community engagement.
  • Why this job: Make a real impact in healthcare finance while developing your skills in a supportive environment.
  • Qualifications: Experience in financial planning and team leadership; qualified accountant preferred.

The predicted salary is between 60000 - 70089 £ per year.

NHS Supply Chain currently has an opportunity for a Principal Finance Analyst to join our team during an exciting period of transformation, working to make it easier for the NHS to put patients first and to deliver against our strategic objectives. We are seeking an experienced Principal Finance Analyst who will play a key role within the Finance team. This role has the responsibility for leading a small team of analysts, delivering accurate forecasting, analysis and reporting, as well as high-quality financial insight that supports the organisation’s operations and decision‑making.

You will work closely with Finance Business Partners, Commercial, Procurement and Operations teams, and external suppliers. You will act as a senior escalation point, provide leadership coverage where required, and drive continuous improvement across finance processes, systems and outputs.

Every day you will:

  • Lead, coach and develop a team of finance analysts, ensuring high performance and professional development, setting priorities, allocating work and ensuring delivery of team objectives.
  • Act as first point of escalation for complex stakeholder, customer or supplier queries.
  • Provide high‑quality financial insight to senior stakeholders, translating complex data into clear, actionable recommendations.
  • Support commercial decision‑making and the resolution of complex queries through data‑driven insight and close collaboration with commercial teams and suppliers.
  • Deputise for senior management as required.
  • Provide financial modelling and scenario analysis to support strategic planning, growth and decision making.
  • Deliver month‑end processes and ensure accurate income recognition, including journals, reconciliations and reporting on commercial income streams such as rebates.
  • Provide detailed sales, margin and rebate analysis, identifying key drivers, risks and opportunities.
  • Lead the coordination and delivery of robust financial forecasts, ensuring assumptions are clearly understood, challenged and communicated.
  • Support the production of the annual budget and wider financial planning processes.
  • Drive and support business‑wide financial performance improvement and continuous improvement initiatives.
  • Enhance financial planning and reporting processes, tools and controls, ensuring strong governance, accuracy and consistency across all outputs.

What can we offer you?

We want to reward you for your passion, enthusiasm, and hard work so we offer much more than a competitive salary:

  • Hybrid working opportunities, giving you the flexibility to work collaboratively in the office and remotely.
  • Annual bonus schemes, long service, and colleague recognition awards.
  • In‑house training, support, and access to external qualifications to maximise your potential.
  • 1 day of paid well‑being leave and free access to the 24/7 Employee Assistance Programme.
  • Generous pension scheme (with us contributing 12% when you contribute 6%).
  • Access to our Flexible Benefits Scheme, where you can choose from a variety of benefits such as Life Insurance, Critical Illness Cover, Income Protection, Health Cash Plan, Dental Insurance, and additional pension contributions that suit you.
  • 2 days of paid volunteering leave allowing you to give back to your community.
  • Access to many discounts from the Blue Light Card to NHS Discounts.

Who are we?

Our role is to support the NHS to save lives and improve health. We are a part of the NHS family, and our role is to source, deliver and supply healthcare products, services and food for NHS trusts and healthcare organisations across England and Wales. We serve every NHS Trust and operate a national network of distribution centres, managing relationships with more than a thousand suppliers and delivering more than 8,000,000 orders each year to more than 17,000 locations. Doing all of this on behalf of the NHS gives NHS staff more time to focus on their main priority of providing excellent patient care.

What skills will help you thrive in this role?

  • Proven experience in financial planning, forecasting, reporting and commercial finance within a complex organisation.
  • Experience of leading, coaching and developing teams.
  • Advanced financial modelling and analytical skills, with the ability to interpret complex datasets and generate insight.
  • Experience of month‑end processes including journals, reconciliations and consolidated reporting.
  • Strong understanding of sales, margin and income analysis.
  • Ability to influence and provide strategic financial advice to senior stakeholders.
  • Excellent stakeholder management and business partnering skills across multiple functions.
  • Qualified accountant (ACCA, CIMA, ICAEW) or equivalent experience.
  • Advanced Excel and MS Office skills.
  • Strong communication skills, with the ability to present financial information clearly to non‑finance audiences.
  • Proactive, organised and able to manage competing priorities effectively.
  • Continuous improvement mindset with a focus on enhancing processes, accuracy and insight.

Our Inclusive Commitment

At NHS Supply Chain, we are committed to building an inclusive environment where difference is not only valued, but celebrated, giving everyone the opportunity to thrive in their career. Developing our people is key to our success, so if this role sounds like the right next step in your career but your experience doesn’t match perfectly with the job advert, we encourage you to still apply.

Principal Financial Planning & Reporting Analyst in Wakefield employer: Supply Chain Corporation Limited

NHS Supply Chain is an exceptional employer, offering a dynamic work environment in Daresbury that prioritises employee well-being and professional growth. With hybrid working options, generous benefits including a robust pension scheme, and a commitment to continuous development through training and qualifications, we empower our team to thrive while making a meaningful impact on healthcare delivery across the NHS. Join us to be part of a supportive culture that values your contributions and encourages community engagement.

Supply Chain Corporation Limited

Contact Details:

Supply Chain Corporation Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Principal Financial Planning & Reporting Analyst in Wakefield

Join Financial Networking Events

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We think you need these skills to ace Principal Financial Planning & Reporting Analyst in Wakefield

Financial Planning
Forecasting
Reporting
Commercial Finance
Team Leadership
Coaching and Development
Financial Modelling

Some tips for your application 🫡

Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!

Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Supply Chain Corporation Limited will be keen to see in your application.

Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Supply Chain Corporation Limited. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!

Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Supply Chain Corporation Limited confidence in your short-term commitment to the role.

How to prepare for a job interview at Supply Chain Corporation Limited

Brush Up on Financial Regulations

Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Supply Chain Corporation Limited.

Showcase Your Analytical Skills

Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.

Highlight Flexibility and Adaptability

For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Supply Chain Corporation Limited that you’re a reliable team player.

Demonstrate a Willingness to Learn

In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.