Role details

Financial Planning Analyst

Merseyside   •  Permanent

Bullet points

  • Finance Planning Analyst
  • Financial Modelling

About Our Client

Market leading UK business that has grown considerably over the last 5 years and continues to go from strength to strength. With its headquarters based in Merseyside the business is a market leader in their field and attracts top talent from all over the UK. It has modern office space and a culture that rewards hard work but also an excellent work life balance.

Job Description

The financial planning analyst will be required to;

Support the financial forecasting activities associated with producing the annual trading budget and regular forecasts (P&L, cash flow, balance sheet, trade debtor projections, financial KPIs) ensuring they are delivered on time and to a high degree of quality.

    • Assist in preparation of annual strategic plan, budget, and quarterly forecasts.
    • Assist in preparation of weekly cash flow and flash performance forecast.

  • Preparation of weekly debtor book performance reports and analysis.

  • Timetabling, coordinating and project managing trading teams input to ensure that forecasts are delivered on time and to the required standard and detail.

  • Support business decision process and operational management and providing financial support on an ad-hoc basis.

  • Continuous process improvement to improve accuracy, detail and timeliness of forecast.

  • Update and maintain forecasting systems and models to ensure that they remain fit for purpose

The Successful Applicant

The successful Financial Planning Analyst will be;

  • Qualified accountant.
  • Financial Services Planning experience.
  • First class experience of budgeting, planning and forecasting, including strategic planning.
  • Advanced Excel skills and financial modelling.
  • Excellent academic record.
  • Aptitude for analytical work and producing clear information for senior management.
  • Communicates well with non-finance people.
  • Comfortable working to tight deadlines under pressure.
  • Self-confident and enthusiastic with good inter-personal skills.
  • Essbase experience would be an advantage

What's on Offer

Market leading salary on offer including bonus and excellent pension.

Apply for this job

Click the Apply or LinkedIn button below or contact Mark Rhys Thomas on +44 151 255 3750 quoting job reference 13755990
As you are using an Apple iOS device we are unable to offer you the CV upload function. Please apply with your Linkedin profile below or contact Mark Rhys Thomas on +44 151 255 3750 quoting job reference 13755990