Financial Planning Specialist
2 months ago
We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Morecambe, United Kingdom. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting, as well as excellent analytical and problem-solving skills.
Key Responsibilities:
- Prepare financial reports, forecasts, and budgets for management review.
- Monitor and manage the company's cash flow, ensuring financial stability.
- Oversee month-end and year-end financial processes, including audits.
- Ensure compliance with tax laws and financial regulations.
- Manage relationships with external auditors, banks, and stakeholders.
- Provide strategic financial advice to senior management.
- Implement and improve financial systems, policies, and procedures.
Requirements:
- Proven experience as a Financial Planning Specialist or in a similar role.
- Strong understanding of financial management, budgeting, and forecasting.
- Excellent analytical and problem-solving skills.
- Proficiency in financial software and Microsoft Excel.
- Strong leadership and communication abilities.
- ACCA/CIMA/ACA qualification is preferred.
- Bachelor's degree in Finance, Accounting, or related field.
Benefits:
- Competitive salary with performance bonuses.
- Pension scheme and private healthcare.
- Professional development and certification opportunities.
- Flexible working hours and a supportive team environment.
- Opportunity to work on high-impact financial strategies.
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