Financial Planning and Analysis Analyst
Core
Support the UK planning, forecasting, and reporting cycle while building commercial understanding as a finance business partner.
Role type
Junior FP&A Analyst (developmental)
Builds
Monthly forecasts, annual budgets, management reports, and financial models for the UK business.
Domain
Finance / Management Accounting
Deliverable
dashboards & analysis
Required skills
Excel (formulas, reconciliations, structured data), financial modeling, variance analysis, budgeting, forecasting, data tracking, KPI monitoring
Preferred skills
CIMA/ACCA qualification (1st/2nd year), experience with ERP/CRM/analytics systems (SAP, Salesforce, Power BI), AdTech/MarTech background
Technologies
Excel, SAP, Salesforce, Power BI, HubSpot
Responsibilities
Prepare monthly forecasts, annual budgets, and longer-term plans; Produce regular management reporting; Analyse actual performance against budget and forecast; Maintain and improve financial models and reporting templates; Track financial measures and business KPIs; Support incentive compensation calculation process; Assist with period-end activities and ad hoc analysis; Contribute to process improvement and automation initiatives.
Seniority
Junior, developmental IC