Finance Analyst- Financial Planning

4 weeks ago


Swindon, United Kingdom Monahans Full time

Before applying pleasebe advised this hire will need to be based out of our Swindon office at least 3 days a week
FINANCIAL ANALYST
As Financial Analyst, you will play a crucial role in supporting the financial activities of the practice Accounts department. Your primary responsibilities will include weekly Data Analysis and Reporting, Financial Planning and Analysis, Strategic support and Process improvement. You will work closely with the Directors, the Financial Controller and other finance team members to ensure the efficient and effective management of the company’s financial resources.
Role Dimensions
Reports to: Financial Controller
Location: Swindon
Direct Reports: N/A
Key responsibilities
* Data Analysis and Reporting:
* Produce Monthly KPIs for group reporting.
* Produce Monthly Partner reporting packs.
* Collect, analyse, and interpret financial data to support business decisions.
* Develop and maintain dashboards and reports to provide actionable insights.
* Work with management to prioritize business and information needs.
* Business Intelligence Tools:
* Support implementation of reporting tools.
* Financial Planning and Analysis (FP&A):
* Support the financial planning process by providing data-driven insights.
* Assist in the preparation of budgets, forecasts, and variance analyses.
* Strategic Support:
* Provide analytical support for strategic initiatives and business cases.
* Process Improvement:
* Identify opportunities to automate and streamline financial reporting and analysis processes.
* Develop and implement best practices for data management and analysis.
Person Specification
Candidates with previous experience working in an accounting/finance role, ideally as a Financial Analyst, are likely to have the skills and experience required for this role. We are also looking for:
* Part qualified/QBE in accounting, business or finance
* Experience SAGE and XERO, Power BI
* Excellent numeracy skills
* Advanced Excel skills
* Takes initiative for their own work within an understood framework of scope and authority
* Deals with all matters promptly, professionally and effectively to meet critical deadlines
* Makes effective use of time in order to carry out tasks to the appropriate standard
* Being able to work under pressure and to prioritise workflow
* Generate new ideas/initiatives to promote efficiency or improve processes
* Excellent communication skills, both written and verbal



  • Swindon, Swindon, United Kingdom Quilter Financial Planning Full time

    Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...

  • Finance Analyst

    4 weeks ago


    Swindon, United Kingdom CV-Library Full time

    Before applying pleasebe advised this hire will need to be based out of our Swindon office at least 3 days a week FINANCIAL ANALYST As Financial Analyst, you will play a crucial role in supporting the financial activities of the practice Accounts department. Your primary responsibilities will include weekly Data Analysis and Reporting, Financial Planning and...


  • Swindon, United Kingdom Quilter Financial Planning Full time

    We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role. We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage...


  • Swindon, Swindon, United Kingdom Monahans Full time

    Financial Analyst Job Role at MonahansAs a Financial Analyst at Monahans, you will play a pivotal part in driving the financial activities of our Accounts department. Key responsibilities include weekly data analysis, financial planning, and strategic support, ensuring efficient and effective management of the company's financial resources.Key...

  • Financial Analyst

    3 weeks ago


    Swindon, Swindon, United Kingdom Catalent Full time

    Catalent Pharma Solutions is seeking a highly skilled Financial Analyst to drive cash collection and maximize cash flow for the business.The role of a Financial Analyst at Catalent involves ensuring timely payments from customers by managing a portfolio of accounts, reviewing and investigating disputes, and developing relationships with internal...


  • Swindon, Swindon, United Kingdom Hays Senior Finance Full time

    Role OverviewThe role of Chief Financial Officer at Hays Senior Finance will be based in Swindon, with occasional requirements to work outside of office hours.As the CFO, you will lead and develop the finance team, overseeing financial planning, analysis, and reporting. You will partner with the Executive team to support strategic business planning and...


  • Swindon, Swindon, United Kingdom Hays Senior Finance Full time

    Your new company is seeking a highly experienced Chief Financial Officer to partner the CEO and lead the finance function. This is a fantastic opportunity to drive business strategy and lead a talented finance team in a growth orientated owner managed business with an excellent reputation in their industry.Key Responsibilities:Lead and develop the finance...


  • Swindon, Swindon, United Kingdom Hays Senior Finance Full time

    Job SummaryThe Chief Financial Officer will lead and develop the finance team, take a lead role in all financial planning, analysis and reporting, and partner with the wider Executive team to support strategic business planning and growth.Key ResponsibilitiesIntegrate the financial management and reporting of all acquisitions.Review the existing finance...


  • Swindon, Swindon, United Kingdom Hays Senior Finance Full time

    Job OverviewThe role of Chief Financial Officer is a key position within Hays Senior Finance, requiring a highly skilled and experienced finance leader to oversee the financial management and planning of the company.Key ResponsibilitiesLead and develop the finance team to ensure effective financial planning, analysis, and reporting.Partner with the Executive...


  • Swindon, Swindon, United Kingdom Hays Accountancy and Finance Full time

    About the RoleThis is an exciting opportunity to join a leading, owner-managed business as their Chief Financial Officer. The role will involve leading the finance function, driving business strategy, and partnering with the CEO to achieve company goals. The successful candidate will be based in an office on the outskirts of Swindon, with some flexibility to...


  • Swindon, Swindon, United Kingdom Hays Accountancy and Finance Full time

    Hays Accountancy and Finance is seeking a highly experienced Chief Financial Officer to partner the CEO and lead the finance function in a growth orientated owner managed business.Key ResponsibilitiesLead and develop the finance team to drive business strategy and support strategic business planning and growth.Take a lead role in all financial planning,...


  • Swindon, Swindon, United Kingdom Hays Senior Finance Full time

    Job SummaryWe are seeking a highly experienced Chief Financial Officer to lead our finance team and drive business growth. As CFO, you will be responsible for all financial planning, analysis, and reporting, as well as partnering with the Executive team to support strategic business planning.Key ResponsibilitiesDevelop and implement financial strategies to...


  • Swindon, Swindon, United Kingdom Nationwide Full time

    Job OverviewNationwide is the world's largest building society, offering a unique opportunity for experienced accountants to join our team.We are seeking a highly skilled Senior Financial Analyst to support the production of regulatory reports and drive improvements in our reporting process. As a key member of the Financial Reporting team, you will work...


  • Swindon, United Kingdom Hays Senior Finance Full time

    The role will be fully office based on the outskirts of Swindon and there may be some requirement to work outside of office hours. Your new role As CFO of this c.£30m turnover Group, you will effectively lead and develop the finance team, take a lead role in all financial planning, analysis and reporting, and partner with the wider Executive team...


  • Swindon, Swindon, United Kingdom Sheridan Maine (Midlands) Full time

    Sheridan Maine (Midlands) is seeking a skilled Systems Accountant to join their head office finance department. Reporting to the Finance Director, the successful candidate will be responsible for creating and maintaining robust financial planning systems, overseeing and improving the functionality and efficiency of the finance system, and collaborating with...


  • Swindon, Swindon, United Kingdom Calibre Candidates Full time

    Financial Planning Systems SpecialistWe are seeking a skilled Financial Planning Systems Specialist to join our client in Swindon, Wiltshire. The successful candidate will be responsible for improving, maintaining, and updating the Planning and Finance systems as a key member of a fast-paced Finance Team.Key Responsibilities:Creating, managing, and...


  • Swindon, Swindon, United Kingdom Monahans Full time

    Monahans is seeking a highly skilled Senior Financial Data Analyst to support the financial activities of our Accounts department. This role will involve providing data-driven insights to inform business decisions, developing and maintaining dashboards and reports, and working closely with management to prioritize business needs.About the RoleThis position...


  • Swindon, Swindon, United Kingdom Hays Senior Finance Full time

    Job SummaryThe role of Senior Financial Manager at Hays Senior Finance will have total responsibility for managing and developing the finance function, as well as personal responsibility for accounting, management reporting, compliance, budgeting and controls, team leadership and process improvements, as well as being a key business partner for the...


  • Swindon, Swindon, United Kingdom The CFO Centre UK Full time

    About the OpportunityThe CFO Centre UK is seeking a highly skilled Financial Planning and Analysis Manager to join their team. As a key member of the finance team, you will be responsible for providing valuable data insights and performance analysis to senior stakeholders across the business.Key ResponsibilitiesDevelop and maintain financial models and...


  • Swindon, United Kingdom Hays Accountancy and Finance Full time

    Your new company Hays are partnered with an established, growth orientated owner managed business with an excellent reputation in their industry to appoint a full-time Chief Financial Officer to partner the CEO, lead the finance function, and drive business strategy. The role will be fully office based on the outskirts of Swindon and there may be some...