Financial Planning Strategist

9 hours ago


Edinburgh, Edinburgh, United Kingdom Lusona Consultancy Full time

About the Role:

Lusona Consultancy is seeking a highly skilled Financial Planning Strategist to join our team in Edinburgh. As a key member of our finance team, you will play a crucial role in shaping the financial direction of our organisation.

The ideal candidate will have a professional qualification (CIMA, CA, ACCA, ACA or CFA) or extensive relevant experience in financial planning, forecasting, and strategic analysis. They will possess strong analytical and problem-solving skills, paired with a results-oriented approach.

Key Responsibilities:

  • Oversee the planning and delivery of strategic financial processes, including budgeting, forecasting, and external reporting.
  • Collaborate with stakeholders to uncover opportunities for revenue growth, cost savings, and effective capital utilization.
  • Build and refine financial models that support strategic decision-making and commercial success.
  • Partner with technology teams to enhance financial systems and create user-friendly management dashboards.

What We Offer:

We are committed to providing a comprehensive compensation package, including an estimated salary of up to £60,000 per annum, along with comprehensive group benefits and a hybrid working model (2 days in the office, 3 days from home).



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