Job Description(Financial) Planning Analyst
Location: London (Hybrid - 2 days per week)
Salary: Up to £79,000 + 15% Bonus
Permanent
Sector: Financial Services / Insurance
Overview:
We're working with a global financial services organisation looking for a Planning Analyst to join their high-performing finance team. This role plays a key part in supporting financial planning and forecasting across multiple regions and legal entities, contributing to strategic decision-making and performance management.This is a great opportunity for a commercially minded finance professional with strong analytical skills and a collaborative approach to join a dynamic, international business.
Key Responsibilities:
* Support the delivery of financial planning and forecasting processes across multiple business units and regions.
* Develop core planning outputs and templates to support internal reporting and executive presentations.
* Collaborate with finance business partners and regional teams to ensure timely and accurate plan submissions.
* Assist in the development and maintenance of planning tools and systems.
* Monitor planning timelines and ensure adherence to key milestones.
* Provide analysis and insights to support ad hoc projects and strategic initiatives.
* Help document planning assumptions and maintain a clear audit trail of key decisions and drivers.
* Champion data quality and integrity throughout the planning cycle.
* Contribute to continuous improvement of planning processes and tools.
What We're Looking For:
* ACA, ACCA, or CIMA qualified
* Experience in financial planning and analysis within the insurancesector.
* Strong analytical skills and a structured approach to data interpretation and reporting.
* Able to handle large sets of data, model building and able to present effectively to non-technical stakeholders.
* Excellent communication and interpersonal skills, with the ability to work across functions and levels.
* Proficiency in Excel and familiarity with planning/reporting tools (e.g. SAP, Anaplan, Power BI).
* A proactive, self-starting mindset with the ability to manage multiple priorities and deadlines.
* Strong attention to detail and a commitment to data accuracy and process integrity.
Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.
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