At a Glance
- Tasks: As an FP&A Analyst, you'll deliver insightful reporting and analysis to support business growth.
- Company: Join Trinity House Group, a high-growth SaaS business focused on innovation and collaboration.
- Benefits: Enjoy hybrid working, a company pension scheme, and regular team events in a vibrant office culture.
- Other info: Ideal for detail-oriented individuals who thrive on turning data into actionable insights.
- Why this job: This role offers the chance to influence strategic decisions and grow in a fast-paced environment.
- Qualifications: Qualified Accountant (ACA/ACCA/CIMA) with 1-3 years' experience in FP&A or commercial finance.
The predicted salary is between 28800 - 48000 £ per year.
This range is provided by Trinity House Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Trinity House Group
Business Manager | Finance - 07961 257412 amy.hudson@trinityhousegroup.com
Are you a newly qualified accountant ready to step into a commercially focused, fast-paced environment? This FP&A Analyst role offers the chance to work at the heart of a high-growth SaaS business, partnering directly with teams across the organisation and influencing strategic decisions with insight-driven analysis.
This is a brilliant opportunity for someone with an eye for detail who also thrives on seeing the bigger picture – turning data into stories and numbers into action.
Job Summary
As FP&A Analyst, you’ll play a key role in delivering insightful reporting and analysis to support business growth. Sitting within a dynamic, forward-thinking team, you’ll collaborate closely with senior stakeholders – acting as a trusted advisor and commercial voice within finance.
This role is perfect for someone who is naturally curious, highly analytical, and looking to grow within a fast-paced and ever-evolving SaaS environment.
Key Responsibilities
- Reporting & Metrics: Prepare regular financial reports, dashboards, and SaaS performance metrics for internal and external stakeholders.
- Variance Analysis: Perform monthly variance analysis on key P&L items, identifying trends, risks, and opportunities.
- Budgeting & Forecasting: Support the preparation of annual budgets and long-term strategic plans.
- Business Partnering: Work closely with Sales, Marketing, and Operations to understand drivers of performance and support decision-making.
- Data Analysis: Translate financial and operational data into actionable insights that drive efficiency and profitability.
- Process Improvement: Support the evolution of FP&A tools, processes, and reporting capabilities.
- Ad Hoc Projects: Involvement in strategic initiatives including pricing reviews, marketing analysis, and performance deep-dives.
About You
- Qualified Accountant (ACA / ACCA / CIMA) with 1–3 years’ experience in an FP&A or related commercial finance role – ideally within SaaS or a fast-paced industry
- Advanced Excel and financial modelling skills; experience with tools like Power BI or Tableau is a plus
- Strong analytical mindset with the ability to simplify and communicate complex data
- Highly accurate and detail-focused, with an ability to manage multiple priorities
- Excellent communicator – able to build relationships and influence across functions
- Proactive problem-solver with a process improvement mindset
- Collaborative team player with a positive, can-do attitude
What’s in it for you?
- Hybrid working for better work-life balance
- Company pension scheme
- Regular team events, vibrant office culture, and a truly collaborative environment
If you're ready to move into a commercially impactful role where your insights will help shape business direction, let’s chat.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Accounting/Auditing
- Art/Creative
Industries
- Technology, Information and Media
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Financial Planning Analyst in Birmingham employer: Trinity House Group
Trinity House Group is an excellent employer, offering a supportive work culture that values collaboration and innovation in the heart of Derby. With opportunities for professional growth and a competitive benefits package including 25 days holiday and a discretionary bonus, employees are encouraged to thrive both personally and professionally in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning 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.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Trinity House Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning 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 Trinity House Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Trinity House Group'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 Trinity House Group
✨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 Trinity House Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Trinity House Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Trinity House Group 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.
