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Financial Planning and Reporting Manager

2 months ago


Edinburgh, Edinburgh, United Kingdom Wilkinson & Associates Ltd Full time

Job Summary:

We are seeking a highly skilled Financial Planning and Reporting Manager to join our team at Wilkinson & Associates Ltd. As a key member of our finance department, you will be responsible for delivering high-quality financial reporting and forecasting to support business decision-making.

Key Responsibilities:

  • Coordinate the finance team's input to rolling forecasts and full-year outlook performance.
  • Provide ad-hoc analysis support across the decision support teams.
  • Maintain and renew a knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.
  • Work with data and technical teams to align on any accounting standard impacts to reporting.

Requirements:

  • Professional accountancy qualification.
  • Financial planning and forecasting experience.
  • Previous background in a similar role.
  • Proficient user of MS Excel and PowerPoint.

About Wilkinson & Associates Ltd:

Wilkinson & Associates Ltd is a leading financial services business based in Edinburgh. We are committed to delivering high-quality financial services to our clients and are seeking a talented individual to join our team.