Financial Planning Specialist
7 days ago
We are seeking a highly skilled Financial Planning Specialist to support our investment portfolio. The successful candidate will be responsible for delivering month-end activities, supporting the financial planning process, managing day-to-day operations, reporting, and tracking and monitoring forecast.
Key Responsibilities- Deliver month-end activities, including financial reporting and analysis
- Support the financial planning process, including budget setting and forecasting
- Manage day-to-day operations, including financial modeling and analysis
- Report and track financial performance, including identifying trends and areas for improvement
- Monitor and analyze forecast, including identifying potential risks and opportunities
- Experience in financial management or financial processing function
- Strong analytical and Excel skills
- Demonstrable knowledge of financial modeling
- Ability to gather and analyze data, financial and non-financial
- Ability to interpret and report results in various formats to different audiences
- Completed or studying towards an accounting qualification
As a mutual, we have always worked together to improve the lives of others. Now one of the largest Building Societies in the UK, over 3,000 of us share that goal, in our branches and Head Office. Our benefits go beyond basic pay, with a discretionary bonus scheme, a culture of reward and recognition, and total support for our wellbeing.
What We Offer- Discretionary bonus scheme
- Culture of reward and recognition
- Total support for our wellbeing
- Flexibility and work-life balance
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