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Financial planning and reporting analyst

Peterborough
Carter Jonas
Financial planner
Posted: 6 September
Offer description

Overview

Financial Planning and Reporting Analyst role at Carter Jonas, based in Peterborough. This is a 12-month fixed-term contract to cover maternity leave. This is a hybrid role; please only apply if you can commute into the office 3 days a week.

Join to apply for the Financial Planning and Reporting Analyst role at Carter Jonas.


Responsibilities

* Work closely with the Senior Analyst to ensure accurate allocation of costs within the monthly management accounts. Calculate accruals, prepayments and depreciation, and post all relevant journals.
* Produce high quality analysis that provides insight into business performance.
* Collate key forecast information in a timely and accurate manner from the business.
* Support the annual budgeting process.
* Develop and maintain processes and procedures using up-to-date technology; undertake tasks set by the Financial Controller and Financial Planning & Reporting Manager.

This list is not exhaustive; the role requires someone who is flexible and innovative in their approach.


What will it take to be successful?

We are seeking someone who is part-qualified CIMA/ACCA, or AAT qualified looking to move onto a CIMA or ACCA qualification. You will have up-to-date knowledge of accounting standards, ideally with experience in a professional service, corporate or LLP environment. Experience using systems like Business Central and reporting tools such as Jet or Power Pivot would be advantageous.

Excellent attention to detail and accuracy; proactive with strong numerical and written analytical skills. Strong communication and interpersonal skills; a collaborative team player with good problem-solving abilities. Fully computer-literate with a thorough understanding of MS Office (Excel, Word, Outlook). Ideally, experience within a similar industry or reputable accountancy firm.


Qualifications

Part-qualified CIMA/ACCA, or AAT qualified; progression towards CIMA or ACCA is expected. Up-to-date knowledge of accounting standards and experience in relevant environments preferred. Proficiency with Business Central and reporting tools such as Jet or Power Pivot is advantageous.


Seniority level

* Mid-Senior level


Employment type

* Temporary


Job function

* Finance

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