Financial Planning Analyst

6 days ago


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

We are seeking a highly skilled Financial Planning Analyst to join our team at Wilkinson & Associates Ltd. This is a fantastic opportunity for an individual with strong analytical and problem-solving skills to contribute to the success of our organisation.

Key Responsibilities
  • Financial Analysis and Modelling – Assist in providing financial support and challenge on current and future business areas, including appropriate ledger forensic analysis to ensure accuracy of financial information, completing month end P&L reviews, preparation of regular cost reporting, and updating of relevant financial analysis for regular cost centre meetings.
  • Budgeting and Forecasting – Support the co-ordination and driving forward of the budgeting and forecast process for designated cost centres with a view to understanding key issues and opportunities through analysis of trends and other MI available, to deliver realistic and balanced outputs.
  • Scenario Planning and Desktop Forecasts – Maintain models to assist the business in measuring impact of changes to the budgeted balance sheet and P&L positions. Work with other team members to develop commercial insight to enhance robust scenario modelling and accurately prepare/present scenario output (profit and loss and balance sheet where applicable) to aid the decision making process.
  • Financial Analysis/Commercial Support – Maintaining existing models and developing new models to provide finance managers with financial information to assist in strategic decisions, cost saving initiatives, efficiency proposals, and any business cases.
Requirements
  • The jobholder could be part qualified, qualified by experience, or a qualified accountant ideally with practical experience of management accounting or have financial modelling qualifications and commercial experience.
  • Good communication skills both verbal and presentation to both financial and non-financial stakeholders.
  • Excellent PC skills essential – in particular, MS Excel.
  • Proven track record of working on own initiative, with the ability to introduce fresh thinking to the role and the wider team.


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