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Financial Planning Specialist - Milton Keynes (Hybrid) - Up to £45K + Study Support
2 or 3X per week in the office.
Investigo Limited, a leading, dynamic, and forward-thinking organisation, is seeking a Financial Planning Specialist to join their motivated team on a Permanent basis.
Key Responsibilities:
- Prepare, analyse, and present financial reports to support management in decision-making, ensuring accuracy and timely reporting.
- Assist in the preparation of budgets and forecasts, analysing variances, and providing insightful commentary to inform business decisions.
- Analyse financial data to identify trends, variances, and areas for improvement, driving business growth and efficiency.
- Support the month-end close process, ensuring seamless financial reporting and compliance.
- Work closely with various departments to provide financial insights and support, fostering a collaborative and informed business environment.
- Conduct detailed cost analysis to help identify cost-saving opportunities, driving business efficiency and profitability.
- Identify opportunities to streamline and improve financial processes, enhancing business agility and competitiveness.
Key Requirements:
- Part-qualified or actively studying towards a recognised accounting qualification (ACCA, CIMA, or equivalent).
- Proven experience in a finance analyst role, preferably within a fast-paced environment, with a strong track record of delivering high-quality financial insights.
- Strong analytical skills with attention to detail; proficiency in Excel and financial modelling, with the ability to interpret complex financial data.
- Excellent communication skills, with the ability to present complex financial information clearly and effectively to both technical and non-technical stakeholders.
- Ability to work collaboratively in a team and liaise effectively with other departments, fostering a culture of open communication and collaboration.
