Financial Planning and Analysis Accountant

4 days ago


Fareham, Hampshire, United Kingdom Venture Recruitment Partners Full time

Financial Planning and Analysis Accountant Opportunity

Fareham, 2 days per week, up to £60k

Venture Recruitment Partners is partnering with a leading wealth management firm to find a talented Financial Planning and Analysis Accountant to support their growth. As a key member of the team, you will work closely with the Financial Controller to prepare the budget and 3-year forecast, analyze variances, and provide insights into monthly performance.

Key Responsibilities:

  • Support the preparation of the budget and 3-year forecast, including variance analysis throughout the reporting cycle
  • Liaise with department heads and stakeholders to report on departmental performance and discuss variances to budget
  • Provide detailed insights into monthly performance using in-house software tools and other platforms, including creating reporting dashboards
  • Assist with the integration of new business units acquired through M&A
  • Monthly and quarterly industry reporting and analysis
  • Develop and improve financial processes, adding automation to reports and month-end processes
  • Participate in M&A due diligence activities and other ad-hoc projects

About the Role:

This is an exciting opportunity to join a dynamic and growing wealth management firm. As a Financial Planning and Analysis Accountant, you will play a critical role in supporting the firm's growth and success. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply.



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