Financial Planning

2 weeks ago


Birmingham Business Park, United Kingdom PRIMIS Mortgage Network Full time

Financial Planning & Analysis (FP&A) Analyst - Hybrid Working - Solihull


Part of
LSL Property Services plc,
PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with some 950 firms as business partners and approaching 3000 advisors working alongside us.


Working as part of a small, busy FP&A Team this role offers an excellent introduction to the business and the opportunity to fast track your learning in Finance.

The key part of the role will be to understand the financial performance of the business ona weekly and monthly basis and translate this into robust forecasts to support business decision making.

You will need to be able to tell that story succinctly in a consistent format whilst challenging performance using that knowledge of the business, itsnumbers and Key performance Indicators.

This is a perfect role for someone ambitious looking to gain experience quickly and there will be lots of opportunities to expand the role as experience grows.


Role Responsibilities
Reporting to the FP&A Manager you will assist in preparing robust and cohesive weekly, monthly and annual forecasts

Assist with the annual budgeting and strategic planning cycle, owning elements of this as you gain experience

Tracking and anticipating business performance

Creating robust analysis of the business to help with decision making

Strive for continuous improvement in all processes to drive robust and accurate outputs, including improvements to reporting, self-serve capability and systems development

Preparation of reports including the monthly PRIMIS board report

Supporting the Senior Management of the Group and PRIMIS Exec with financial and commercial planning and special projects

Role Specification

Essential:

Excellent reporting ability (PowerPoint, Excel)

Ability to identify patterns, relationships and trends in numbers others cannot see and then be able to describe them

Can appreciate and understand the interrelationships between numbers

Portray numbers visually in an innovative and engaging way with clear messages to build a clear story

Attention to detail - strive for top quality and accuracy in all aspects of work whilst being able to do so at speed when required

Excellent team player, with the ability to quickly build relationships across the business and work closely with others in the Group Finance function and wider business to deliver results

Curiosity and a desire to learn quickly

Desirable:

Strategic/financial planning background and knowledge

Can describe what great looks like for FP&A

Financial modelling skills

Technical knowledge and skills

A Part-Qualified Accountant (ACCA/CIMA or equivalent), study support will be provided

Benefits:
Salary DOE and negotiable between £25,000 and £35,000

Hybrid working available - 50% out of our offices on the Birmingham Business Park in Solihull (B37) and 50% working from Home

We are an equal opportunity employer and value diversity at our company.

We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.

LSL Property Services are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL careers website
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