Current jobs related to Financial Planning and Analysis Specialist - Wokingham, Wokingham - CitNOW Group
-
Financial Planning Assistant
1 week ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team in Wokingham. The ideal candidate will have a strong understanding of financial services and be able to provide research and analysis of investment funds and financial products.Key Responsibilities:Provide research and analysis of investment funds and...
-
Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team. The ideal candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products. Key responsibilities include reviewing asset allocation, completing...
-
Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team. The ideal candidate will have a strong understanding of financial planning principles and be able to provide research and analysis of investment funds and financial products. Key responsibilities include reviewing asset allocation, completing...
-
Financial Planning Assistant
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled and detail-oriented individual to fill the role of Junior Paraplanner. The successful candidate will be responsible for providing research and analysis of investment funds and financial products, while considering the client's objectives. Key responsibilities include reviewing asset allocation for...
-
Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...
-
Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
Wokingham, Wokingham, United Kingdom CitNOW Group Full timeAbout UsCitNOW Group is a leading provider of innovative software solutions for the automotive industry. Founded in 2008, we have established ourselves as a trusted partner for dealerships globally, helping them to sell more vehicles and parts more profitably.Our mission is to provide market-leading automotive solutions that drive efficiencies and transform...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
Wokingham, Wokingham, United Kingdom CitNOW Group Full timeAbout UsCitNOW Group is a leading provider of innovative software solutions for the automotive industry. Founded in 2008, we have established ourselves as a trusted partner for dealerships globally, helping them to sell more vehicles and parts more profitably.Our mission is to provide market-leading automotive solutions that drive efficiencies and transform...
-
Financial Planning Assistant
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...
-
Financial Planning Assistant
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in providing research and analysis of investment funds and financial products, while considering client objectives.Key...
-
Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...
-
Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...
-
Financial Planning Assistant
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...
-
Financial Planning Assistant
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJunior Paraplanner - WokinghamArtemis Recruitment Consultants Ltd is seeking a highly motivated and detail-oriented Junior Paraplanner to join their team in Wokingham. As a Junior Paraplanner, you will play a crucial role in supporting the financial planning process and providing exceptional client service.Key Responsibilities:Conduct thorough research and...
-
Financial Planning Specialist
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. The ideal candidate will have a strong background in financial services, with a minimum of 5 years of experience in paraplanning. The role will involve preparing suitability reports for approval by financial advisers, as well as assisting in identifying...
-
Financial Planning Specialist
3 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...
-
Financial Planning Specialist
3 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...
-
Financial Planning Specialist
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...
-
Financial Planning Specialist
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...
-
Financial Planning Specialist
2 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional financial services to our clients. Our team is committed to providing personalized support and guidance to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role...
Financial Planning and Analysis Specialist
2 months ago
Company Background
Established in 2008, CitNOW is a pioneering software suite designed for automotive dealerships worldwide, enhancing their ability to sell vehicles and parts more profitably. Our app-based platform offers a secure, brand-compliant solution that fosters trust, transparency, and enduring relationships with clients.
In 2021, the CitNOW Group was formed to consolidate a portfolio of 12 global software firms, harnessing innovation to assist retailers and manufacturers in delivering exceptional customer experiences. With over 300 employees globally, we are committed to our vision of providing leading automotive solutions that drive efficiencies and transform every customer interaction.
CitNOW Group is not just another tech company; we embody a set of One Team values that underpin our award-winning, collaborative, and inclusive culture. Recently recognized among the Top 25 Best Mid-Sized Companies to work for in the UK, we take pride in being an excellent workplace.
Role Summary
We are seeking a highly skilled and driven Financial Planning and Analysis Specialist to join our Finance Team on a fixed-term contract. This role will report directly to the Head of FP&A.
The Financial Planning and Analysis Specialist will be instrumental in facilitating informed decision-making, financial strategy, and performance evaluation across the organization. The successful candidate will be tasked with supporting the budgeting and forecasting processes, particularly focusing on revenue inputs, analyzing financial results, providing strategic insights, and collaborating across departments to ensure alignment with business objectives.
This position is based in our offices, with a flexible hybrid working model to support a healthy work-life balance.
Key Responsibilities:
- Oversee the execution of the annual budgeting and forecasting processes, collaborating closely with department leaders to gather necessary inputs and assumptions.
- Take ownership of all revenue inputs, developing a comprehensive understanding of the metrics utilized in constructing forecasts and budgets across all entities.
- Analyze and interpret financial data to deliver meaningful insights to senior management, emphasizing trends, risks, and opportunities that affect the organization's revenue and gross margin.
- Prepare and present detailed financial reports, including variance analyses against budgets, forecasts, and previous periods, to aid senior leaders in making informed decisions.
- Work with business partners to establish key performance indicators (KPIs) that align with strategic goals and regularly track and report on these metrics.
- Monitor the financial health of revenue streams by identifying potential concerns and recommending corrective actions to meet financial targets.
- Provide decision support through financial modeling and scenario analysis for various strategic initiatives, acquisitions, investments, and other business opportunities.
- Support investor relations by responding to ad hoc requests and managing shareholder expectations.
- Build strong cross-functional relationships with departments such as Sales, Marketing, Operations, and HR to facilitate seamless information exchange and collaboration.
- Coordinate with Treasury to inform cash flow forecasts.
- Continuously enhance financial processes, reporting systems, and analytical tools to improve the accuracy and efficiency of financial planning and analysis activities.
Candidate Profile:
- Demonstrated experience in financial planning and analysis.
- Strong analytical and quantitative skills with the ability to interpret complex financial data and distill it into actionable insights.
- Proficient in financial modeling, forecasting techniques, and budgeting processes.
- Exceptional attention to detail and accuracy, with the ability to prioritize and manage multiple tasks in a dynamic environment.
- Excellent communication and presentation skills, capable of conveying financial information to both financial and non-financial stakeholders.
- Skilled in organizing tasks and establishing priorities to meet deadlines.
- Strong technical proficiency in Excel is essential.
In addition to a competitive salary, our benefits package is exceptional. Employee wellbeing is central to our people strategy, featuring innovative wellness initiatives such as flexible working hours, allowing employees to adjust their start and finish times within core business hours. Employees also enjoy additional paid leave to focus on personal wellbeing.
We believe in the continuous development of our employees as vital to our ongoing success and proudly promote a culture of learning and improvement, along with opportunities for career advancement.
CitNOW Group is an equal opportunity employer that values diversity across our international teams. We are dedicated to fostering an inclusive workplace where every individual's uniqueness is appreciated.
