At a Glance
- Tasks: Produce insightful reports and support strategic financial planning.
- Company: Join a dynamic finance team in a fast-paced environment.
- Benefits: Competitive salary, flexible working, and professional development opportunities.
- Other info: Collaborative culture with excellent career growth potential.
- Why this job: Make a real impact on business decisions with your financial expertise.
- Qualifications: CIMA/ACA/ACCA qualified with strong budgeting and forecasting skills.
The predicted salary is between 70000 - 75000 £ per year.
An exciting opportunity to join a fast-paced, commercially driven finance team as a Financial Planning & Analysis Analyst, playing a key role in delivering high-quality insight, reporting, and analysis that directly supports strategic decision-making across the business.
This is a brilliant role for someone who genuinely enjoys getting into the detail, not just reporting the numbers, but understanding the story behind them, building strong models, and helping shape how the business plans for the future.
You’ll be working closely with Finance Business Partners and senior stakeholders, helping to drive better financial understanding across the organisation and contributing to both operational and strategic decisions.
What you’ll be doing:- Producing monthly and quarterly management reporting packs with clear insight and commentary
- Supporting annual budgeting and forecasting cycles (P&L, balance sheet & cash flow)
- Maintaining and developing forecasting models within Workday Adaptive Planning
- Supporting CAPEX reporting and analysis
- Partnering with budget holders to improve financial understanding and accountability
- Contributing to long-term strategic planning and business performance improvement
- CIMA / ACA / ACCA qualified
- Strong experience in budgeting, forecasting and financial planning
- Confident financial modeller across all core statements
- Strong Excel and data handling skills
- Experience with Workday Adaptive Planning (highly desirable)
- SAP / GL Wand experience advantageous
- Ability to prioritise and deliver in a fast-paced environment
- A proactive, solutions-focused mindset with strong attention to detail
Competitive salary with a comprehensive benefits package, including professional development opportunities, flexible working options, and the chance to contribute to strategic business growth in a fast-paced, collaborative environment.
All applicants must have the right to work in the UK. We will consider all qualified applications for this position.
Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010.
Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at www.vrpartners.co.uk.
Financial Planning Analyst in Poole employer: Venture Recruitment Partners
Join a dynamic finance team as a Financial Planning Analyst, where you will thrive in a collaborative and fast-paced environment that values insight-driven decision-making. With a competitive salary and a comprehensive benefits package, including professional development opportunities and flexible working options, this role offers the chance to significantly impact strategic business growth while advancing your career in financial planning. Embrace the opportunity to work closely with senior stakeholders and contribute to meaningful financial insights that shape the future of the organisation.
Contact Details:
Venture Recruitment Partners Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Analyst in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in financial planning. A friendly chat can lead to insider info about job openings or even a referral.
✨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 how they operate and how you can contribute to their success.
✨Tip Number 3
Practice your financial modelling skills before the interview. Be ready to discuss your experience with budgeting and forecasting, and maybe even bring along a sample model to showcase your expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Financial Planning Analyst in Poole
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Analyst role. Highlight your budgeting, forecasting, and financial modelling skills, as well as any experience with Workday Adaptive Planning. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us your story! Explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention specific experiences that demonstrate your analytical skills and attention to detail.
Showcase Your Technical Skills:Since this role requires strong Excel and data handling skills, don’t forget to mention any relevant software experience. If you've worked with SAP or GL Wand, let us know! We love seeing candidates who are tech-savvy and ready to dive into the numbers.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Venture Recruitment Partners
✨Know Your Numbers
As a Financial Planning Analyst, you’ll need to demonstrate your understanding of financial metrics. Brush up on key financial statements and be ready to discuss how they interlink. Prepare examples of how you've used data to drive decisions in previous roles.
✨Master the Modelling
Since strong financial modelling skills are crucial, make sure you’re comfortable with Excel and any specific tools mentioned, like Workday Adaptive Planning. Consider bringing a sample model or two to showcase your skills during the interview.
✨Understand the Business
Get familiar with the company’s business model and recent performance. Be prepared to discuss how your insights can contribute to their strategic planning. This shows that you’re not just about the numbers but also about the bigger picture.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that reflect your interest in the role and the company. Ask about their current challenges in financial planning or how they measure success in this position.
