Financial Planning
3 days ago
We're on a mission to give our colleagues an amazing work/life balance Financial Planning Analyst – Reporting & Analysis
Location: Bolton office - hybrid twice per week
Hours: Monday to Friday, 9.Contract: Permanent
To provide high-quality financial planning, analysis and reporting to the finance leadership and operational teams to drive business performance, foster understanding and support growth.
Financial performance:
Lead month-end reporting and analysis to Operational leaders, delivering clear and accurate financial results in a timely manner.
Analyse monthly financial results prepared by the accounting team to highlight and comment on key variances to budget or forecast.
Collaborate with and support stakeholders to understand, track and analyse site financial performance, building rapport and holding them accountable for budget targets.
Ensure that financial KPIs for relevant divisions are clearly and accurately reported on, with key trends highlighted to support informed decision making.
Communicate performance effectively and objectively to the business, challenging budget holders and fostering a culture of accountability.
Manage and maintain the month-end query tracker, ensuring site leaders receive prompt and clear responses to aid their understanding of financial results.
Continuously review and improve the reporting processes and analysis across the FP&A and wider Finance team where appropriate.
Work closely with the Business Intelligence team to create and distribute financial results and scorecards through systems and automation.
Support the Finance Business Partners in the budgeting process across all areas of the Group, ensuring alignment to strict timelines and relevant analysis is adhered to.
Maintain a budget and forecasting financial model to ensure consistency of data across all areas, including relevant KPIs.
Support the Lead FP&A Analyst, Head of FP&A and Business Intelligence team in implementing system-driven automation for reporting, budgeting and modelling tools.
Act as the main point of contact on behalf of the wider finance team for responding to queries raised directly to the job holder.
Demonstrate strong financial business partnering skills by:
Providing timely delivery of monthly reports and scorecards (with support from the Business Intelligence team)
Offering training and guidance on financial awareness to key senior leaders in operational teams as needed.
~ Model a positive, professional and collaborative ethos in the Finance team, fostering a supportive and productive work environment.
Studying towards or completed a relevant accounting qualification (CIMA / ACCA / ACA etc.)
A relevant degree (Accounting / Finance / Maths etc.) or AAT qualification.
Unqualified candidates with significant relevant experience would be considered.
Advanced Excel skills is critical – data manipulation (including extraction from financial ledgers), analytical and presentation skills at a level suitable for Senior Manager review.
Proven ability to influence financial outcomes and work closely with operational managers.
Ability to present complex data and analysis in a high impact visual manner to senior stakeholders, drawing out the key messages and findings.
Relevant management accounting experience.
Excellent working knowledge of Microsoft Office including PowerPoint.
Experience of Access Dimensions and Power BI would be advantageous, though not essential.
Outcomes First Group is the leading provider of specialist education in the UK. We exist to give neurodivergent children and young people access to a great education that caters to their specific needs, abilities and aspirations.
There are three brands in our Outcomes First family: Acorn Education, Options Autism and Momenta Connect. Together, we educate, care for and support children, young people, and adults across the UK, empowering them to be happy and make their way in the world.
Our VisionWe believe that with a great education, every neurodivergent pupil can thrive and make their way in the world.
Our MissionEvery day we improve the lives of our pupils, their families, and local communities through a relentless focus on wellbeing and learning.
Life Assurance
~ Pension scheme with options to increase your contributions
~“Your Wellbeing Matters” – access to a wide range of first-class mental health support services and physical health checks
~ Family Growth Support - inclusive benefits package covering enhanced maternity and paternity leave, along with paid fertility treatment support.
And a market-leading benefit offering through our Flexible Benefits Platform, Vista, enables you to choose the package that’s right for you, including:
~ A wide range of health, wellbeing, and insurance benefits
~100’s of discount options valid in the UK and abroad
~ Cycle to Work Schemes
~ Electric Car Purchase Scheme
~ Critical illness cover
~ Family Growth Support - inclusive benefits package covering enhanced maternity and paternity leave, along with paid fertility treatment support.
And that’s not all, we place the outcomes of the pupils and vulnerable young adults in our services at the heart of everything we do, so you’ll wake every day in the knowledge that your role will have a significant positive impact on the lives of others.
We are committed to safeguarding and promoting the welfare of pupils and young people. All applicants will be subject to social media checks and successful applicants to a fully enhanced DBS.
-
Financial Advisor
8 months ago
United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Independent Financial Adviser
3 weeks ago
United Kingdom NJR Recruitment Full timeNJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire. This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting. The...
-
Trainee Paraplanner
3 weeks ago
United Kingdom Fram Executive Search Limited Full timeOur client is an independent financial planning firm who are committed to providing excellent customer service to clients, contributing to the community, and fostering a collaborative and rewarding workplace. Due to internal movement, they are looking to hire either a trainee or experienced Paraplanner to provide comprehensive support to the Financial...
-
Senior Manager, Financial Planning
3 weeks ago
United Kingdom Ferguson Dean Limited Full timeThis position provides the perfect balance of autonomy and collaboration, allowing you to make a significant impact within a dynamic financial planning team. With a hybrid working policy, you can enjoy the flexibility of working from home two days a week, while still engaging with your team in the office. This role also offers continuous professional...
-
Wealth Manager/Financial Planning
3 weeks ago
United Kingdom Undisclosed Full timeWe are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in the last decade and already have significant Assets on board. Their culture is progressive, collegiate and is best described as high performance but low...
-
Head of Complaints
12 hours ago
United Kingdom IDEX Consulting Ltd Full timeHead of Complaints - Financial Planning & Wealth ManagementHybrid roleReporting into any of the following offices: Birmingham | Carlisle l Chester l Exeter l Leeds l LondonIDEX Consulting are working in partnership with a leading Financial Planning Group who are in the process of bolstering their compliance team and have numerous newly created opportunities...
-
Head of Complaints
20 hours ago
United Kingdom IDEX Consulting Ltd Full timeHead of Complaints - Financial Planning & Wealth ManagementHybrid roleReporting into any of the following offices: Birmingham | Carlisle l Chester l Exeter l Leeds l LondonIDEX Consulting are working in partnership with a leading Financial Planning Group who are in the process of bolstering their compliance team and have numerous newly created opportunities...
-
United Kingdom Lusona LLP Full time €60,000Financial Planning & Analysis Manager Hybrid Working Edinburgh Are you ready to drive financial strategies and deliver key insights in a high-impact role? Were seeking a skilled and forward-thinking Financial Planning & Analysis Manager to join an ambitious team in Edinburgh. Work-Life Balance: Hybrid working model (2 days in the office, 3 days from...
-
Head of Financial Management
13 hours ago
United Kingdom Hays Full timeDue to succession planning, an exceptional opportunity has arisen within a highly reputable firm of IFAs / Wealth Management Advisers. You will be joining a very well established business which has ambitious plans for growth. In addition to being responsible for heading up an existing team, managing and supporting staff to develop and maximise their...
-
FP&A Manager | Financial Planning
3 weeks ago
United Kingdom Baker Charles Full time €110,000 - €120,000Senior FP&A Manager Tech/Manufacturing Company £Central London (Hybrid 1/2 days office) The Senior FP&A Manager will be responsible for overseeing financial planning and analysis activities, providing key insights and recommendations to drive the company's financial performance and strategy. You will collaborate closely with finance and business...
-
Financial Planning and Analysis Manager
7 days ago
United Kingdom phs Group Full timeAbout the RoleThe successful candidate will be responsible for providing senior commercial and financial advice, analysis, challenge, and support to the Managing Director and managers. This includes overseeing daily financial processing, with direct management responsibility for one Assistant Finance Manager.
-
Financial Planning Analyst
3 days ago
United Kingdom Outcomes First Group Full time €40,000Job description We are really proud to say that in 2024, Outcomes First Group were officially certified as a ‘Great Place to Work’ for the fifth year running. We're on a mission to give our colleagues an amazing work/life balance! We are trialing the four-day working week, get paid 100% for 80%! Job title: Financial Planning Analyst – Reporting...
-
Financial Planning Analyst
2 days ago
United Kingdom Outcomes First Group Full time €40,000Job description We are really proud to say that in 2024, Outcomes First Group were officially certified as a ‘Great Place to Work’ for the fifth year running. We're on a mission to give our colleagues an amazing work/life balance! We are trialing the four-day working week, get paid 100% for 80%! Job title: Financial Planning Analyst – Reporting...
-
Planful Consultant
2 weeks ago
United Kingdom Henderson Drake Full timeAs a Planful Consultant at a premier global consulting partner, you will play a pivotal role in implementing and optimising Planful solutions for a diverse, international client base. You will enable clients to enhance their financial planning, budgeting, forecasting, and reporting processes. This role is ideal for someone with expertise in financial...
-
Planful Consultant
12 hours ago
United Kingdom Henderson Drake Full timeOur client, a leading leading global consulting firm, are seeking a Planful Consultant to join their expanding practice in the UK. You will be instrumental in delivering and optimising Planful solutions and will focus on improving clients’ financial planning, budgeting, forecasting, and reporting capabilities. This position is perfect for an individual...
-
Planful Consultant
20 hours ago
United Kingdom Henderson Drake Full timeOur client, a leading leading global consulting firm, are seeking a Planful Consultant to join their expanding practice in the UK. You will be instrumental in delivering and optimising Planful solutions and will focus on improving clients’ financial planning, budgeting, forecasting, and reporting capabilities. This position is perfect for an individual...
-
Lusona LLP | Financial Planning
5 days ago
United Kingdom Lusona LLP Full time €60,000Financial Planning & Analysis Manager Hybrid Working Edinburgh Are you ready to drive financial strategies and deliver key insights in a high-impact role? Were seeking a skilled and forward-thinking Financial Planning & Analysis Manager to join an ambitious team in Edinburgh. Whats on Offer? Salary: Up to £60,000 per annum + comprehensive group...
-
Lusona LLP | Financial Planning
6 days ago
united kingdom Lusona LLP Full timeFinancial Planning & Analysis Manager Hybrid Working EdinburghAre you ready to drive financial strategies and deliver key insights in a high-impact role? Were seeking a skilled and forward-thinking Financial Planning & Analysis Manager to join an ambitious team in Edinburgh.Whats on Offer?Salary: Up to £60,000 per annum + comprehensive group...
-
Hays | Head of Financial Planning | united kingdom
13 hours ago
United Kingdom Hays Full timeYour new company Due to succession planning, an exceptional opportunity has arisen within a highly reputable firm of IFAs / Wealth Management Advisers. You will be joining a very well established business which has ambitious plans for growth. Your new role In addition to being responsible for heading up an existing team, managing and supporting staff to...
-
FP&A Manager
3 weeks ago
United Kingdom Zanda Full timeZanda is an Executive search partner that works exclusively with high growth start-ups as they look to scale their business with senior talent. Zanda is partnering with a high growth Series A, FinTech business based in London. With ambitious growth plans across new products and markets, they are looking to hire a Director of FP&A who can build a scalable,...