Financial Planning Specialist

3 weeks ago


Morecambe, Lancashire, 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 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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