Current jobs related to Strategic Financial Planning Specialist - Edinburgh, Edinburgh - Finatal


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, providing advice to senior leaders on key consumer and markets issues and the external forces...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing the FCA's strategic direction.Key ResponsibilitiesDevelop and maintain a deep understanding of the FCA's strategic objectives...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing the FCA's strategic direction.Key ResponsibilitiesDevelop and maintain a deep understanding of the FCA's strategic objectives...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a vital role in developing and implementing our organization's strategic direction.Key ResponsibilitiesDevelop and maintain a deep understanding of our...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a vital role in developing and implementing our organization's strategic direction.Key ResponsibilitiesDevelop and maintain a deep understanding of our...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Lead Corporate StrategistAbout the Role:We are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, providing advice to senior leaders on key consumer and...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Lead Corporate StrategistAbout the Role:We are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, providing advice to senior leaders on key consumer and...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Strategic Planning LeadWe are seeking a Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets issues and the...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Strategic Planning LeadWe are seeking a highly skilled Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy.About the RoleYou will be responsible for providing advice to senior leaders on key consumer and markets...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, ensuring alignment between our organisational strategic intent and delivery activities.Key...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Planning Lead to join our team at the Financial Conduct Authority. As a key member of our Strategy department, you will play a leading role in the development of our next phase of strategy, ensuring alignment between our organisational strategic intent and delivery activities.Key...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Lead Corporate StrategistWe are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing our corporate strategy, working closely with senior leaders and stakeholders across the...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Lead Corporate StrategistWe are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing our corporate strategy, working closely with senior leaders and stakeholders across the...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Lead Corporate StrategistAbout the RoleWe are seeking a highly skilled and experienced Lead Corporate Strategist to join our team at the Financial Conduct Authority (FCA). As a key member of our Strategy department, you will play a leading role in developing and implementing our corporate strategy, working closely with senior leaders and...


  • Edinburgh, Edinburgh, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Edinburgh, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...


  • Edinburgh, Edinburgh, United Kingdom Menzies Distribution Ltd Full time £30,000 - £40,000

    Menzies Distribution Ltd is seeking a Financial Planning Specialist to join their dynamic team in Edinburgh.The Financial Planning & Reporting team works closely with the businesses, creating a real and active partnership with both Operations and Management teams.The team's role is to provide 'real time' support and analysis, to be a trusted advisor and to...

Strategic Financial Planning Specialist

2 months ago


Edinburgh, Edinburgh, United Kingdom Finatal Full time
Job Description

**Financial Planning and Analysis Expert**

We are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our team at Finatal, a leading provider of financial services to the renewable energy sector. As a key member of our finance team, you will play a critical role in driving informed decision-making and optimizing financial performance.

**Key Responsibilities:**

  • Develop and implement financial models to support business planning, strategic initiatives, and decision-making
  • Provide insightful analysis of financial performance, identifying key trends and drivers
  • Collaborate with cross-functional teams to support business integration efforts, ensuring seamless financial alignment and reporting
  • Prepare and present comprehensive financial reports to senior management and stakeholders
  • Monitor and manage cash flow, working capital, and investment opportunities
  • Drive process improvements to enhance the efficiency and effectiveness of the FP&A function
  • Support ad-hoc financial projects and initiatives as required

**Requirements:**

  • ACA/ACCA/CIMA or equivalent
  • Proven experience in financial planning and analysis within a private equity-backed organization
  • Strong background in business integration and financial modeling
  • Ability to maximize systems
  • Ability to thrive in a fast-paced dynamic environment associated with private equity
  • Demonstrated success in collaborating with cross-functional teams and senior stakeholders
  • Detail-oriented mindset and ability to critically assess
  • Experience in post-acquisition integration
  • Experience in a business backed by an institutional fund (PE or VC)