What's involved with this role: Job Title: Financial Planning & Analysis Analyst Ref: ATR 5270218 Pay rate: Up to £52,500.00 depending on experience This is a permanent role. The role will be flexible with working but there will be a requirement to be in an office. The role: On behalf of our client, we are seeking a Financial Planning & Analysis Analyst for a permanent role supporting the Treasury and FP&A teams within the Treasury department. The main duty is to prepare, under supervision, the group’s annual financial plan, including the forecast financial return (FFR). This involves analysing data for the group’s business plan, conducting scenario analysis and stress testing, and integrating finance and development information into the group’s business planning software. Key responsibilities: Convert the financial plan into the annual FFR submission to the Regulator of Social Housing; improve data integration and reconcile to statutory accounts Prepare business plan and analysis for credit rating and annual S&P submission Perform monthly peer benchmarking on credit ratings within the Housing Association sector Support monthly cash flow forecasting and reporting; help develop the forecasting process. Monitor KPIs and assist in developing new financial planning reports. Extract and reconcile development data for business planning software, ensuring assumptions remain valid. Prepare quarterly and annual living business plan documents. Assist in enhancing business plan reporting functionality. Produce monthly development metrics for the investment panel; work with analysts to improve reports. Manage net worth equalisation model to advise on lender covenants and entity designations for projects. Develop reports to improve Treasury data access and reduce manual tasks What the client is looking for: Relevant treasury, finance qualification, business degree, or experience Financial Planning & Analysis experience with complex consolidated group structures Skilled in scenario and stress testing; understands triggers and mitigation Strong financial statement knowledge; confident presenting to stakeholders and board Experienced in cash flow analysis and forecasting Solid IT knowledge across general technologies Excellent organisation and time management Clear understanding of Treasury functions Proficient in Excel and Microsoft Office Familiar with business analysis and financial planning tools Strong communication and customer service skills Ability to grasp technical requirements to support admin tasks How to Apply Quote the Job Title and Reference Number in your application. Submit your CV in Word format. Applications are reviewed on a rolling basis—early submission is recommended. If you do not hear from us within three working days, unfortunately your application has not been shortlisted on this occasion. Thank you for your interest in working with us. Please quote the Job Title & Vacancy Reference No. in your application, or we will be unable to match your CV to the role being applied for. "XI JE Please note that clients invariably ask us to strip out contact details from CVs before we submit them for consideration. This is always quicker and easier to do if you send your CV to us in Word format, rather than as a PDF please.