Financial Planning & Analysis Assistant
Due to continued growth and business demands, our FP&A team is growing. The FP&A Assistant is a key role to our expanding business, providing key financial and commercial analysis to support strategic business decisions.
This is a fantastic opportunity to join a profitable, ambitious company where you can demonstrate and develop your skills in equal measure.
Job Summary:
* Reporting to the Financial Planning & Analysis Manager you will play a key role in supporting the preparation of timely and accurate financial results for the Business
* With an understanding of financial metrics to support strategic decision making, you will utilise different data sources to present informative and valuable information to different stakeholders of the business
* Support the FP&A Manager in various weekly and monthly tasks & reports to be shared with Managers, Directors and the Parent Group
* Support the development of Power BI Dashboards for producing weekly and monthly financial information that will measure performance, aid decision making and forecasting decisions
Key Duties & Responsibilities:
* Weekly KPI & cash flow reporting across the business
* Help to prepare monthly executive reports with accuracy and explanation of the results
* Key performance metrics analysis including: Sales revenue, Gross margin, EBITDA, Comparisons (performance vs prior year, budget and forecast), Primary Working Capital and Cash Flows
* Support the FP&A Manager in month end reporting and commentary – understanding the results and explaining them
* Drive continuous improvement of Business Group Reports – improving format, speed, and the detail provided – development of Power BI dashboards that can be shared with the business
* Overhead reporting and analysis to support various departments within the business and provide a high level summary of OPEX spend
* Diving into further sales analysis including customers, products and regions.
* Spot trends and data connections
* Support the business in the LRP and budget planning process, including preparing presentations and models where necessary
* Play a key role in the forecast cycles of the business – modelling, preparing and loading into the consolidation software
Internal & External Relationships:
* Developing relationships with people in the Finance Team is important as well as building relationships and working with various departments across the company
* This role requires the individual to work across different businesses and therefore numerous teams of people; building solid working relationships is pivotal to the role
* The work produced by the FP&A Team will be presented to and used by leaders of the Business Group so building relationships at this level is also important
Essential Requirements:
* Higher-level qualification in Finance, Economics, or other course of similar study
* Finance Qualification (AAT) or equivalent
* Highly proficient in Microsoft Excel
* Basic knowledge in data analytics tools is a plus
* Dedicated team player who will enthusiastically support the wider team on executing joint missions
* Excellent verbal and written communication skills
* Capable of adapting to fast-paced environments and delivering results in varying situations
* Someone looking to take the next steps in their finance journey
Benefits:
* 25 days holiday + Bank Holidays
* New flexible holiday scheme
* Bupa Healthcare package
* Life Insurance
* Enhanced Maternity/Paternity pay
* 5% Pension contributions
* Companywide performance based annual bonus scheme