Financial Planning Analyst

4 weeks ago


Carlisle, Cumbria, United Kingdom Retail Human Resources plc Full time
About Retail Human Resources plc

As a leading retail business, we operate over 200 units across the UK, encompassing high street, tourist, and destination sites, primarily focused on fashion and home. Our headquarters are situated in Carlisle, Cumbria, providing convenient access to city amenities while allowing staff to enjoy the country's finest countryside areas.

Job Overview

We are seeking an experienced Financial Planning Analyst to join our head office team based in Carlisle. This role will play a vital part in producing accurate financial reports for various business units, ensuring timely delivery of key performance indicators.

Key Responsibilities
  • Produce monthly management accounts, adhering to the agreed reporting schedule
  • Create annual budgets and forecasts
  • Support budget holders in reviewing and analyzing financial data
  • Maintain fixed asset registers
  • Cross-functional collaboration with overseas operations to gather relevant information
  • Process monthly journal postings into the general ledger
  • Perform ad-hoc analysis as needed
Requirements
  • Prior experience in a similar position is highly desirable
  • Familiarity with software applications, including spreadsheets and databases
  • Able to effectively interact with financial and non-financial stakeholders at various levels
What We Offer

Competitive salary range: £35,000 - £45,000 per annum



  • Carlisle, Cumbria, United Kingdom Carrs Billington Agriculture (Sales) Ltd Full time

    We are seeking an experienced Senior Financial Analyst to join our finance team at Carrs Billington Agriculture (Sales) Ltd.About the RoleThis is an exciting opportunity to work as part of a dynamic team, contributing to the success of our business through strategic financial decision-making.As a Senior Financial Analyst, you will be responsible...


  • Carlisle, Cumbria, United Kingdom Ahold Delhaize USA Full time

    At Ahold Delhaize USA, we are looking for a highly skilled Senior Financial Data Analyst to join our Finance team. This is an excellent opportunity to leverage your analytical and technical skills to drive business growth and make data-driven decisions.Job Summary:We are seeking an experienced Senior Financial Data Analyst who will lead the management of...


  • Carlisle, Cumbria, United Kingdom Agility Resoucing Full time

    Agility Resourcing is looking for a talented individual to fill the role of Trainee Financial Analyst. This is an excellent opportunity to develop your skills in accounting and bookkeeping, working alongside experienced professionals to deliver high-quality financial services to our clients.In this role, you will be responsible for supporting senior...


  • Carlisle, Cumbria, United Kingdom Headstar Full time

    Job DescriptionWe are seeking a highly skilled Financial Data Analyst to join our team at Headstar. As a key member of our finance department, you will be responsible for analyzing complex financial data and providing insights that drive business growth.In this role, you will work closely with our project managers to ensure timely and accurate financial...


  • Carlisle, Cumbria, United Kingdom Price Carnell Full time

    Key ResponsibilitiesPrepare month-end management accounts and present them to senior managementProcess bank transactions, raise customer invoices, and perform credit control tasksPrepare and submit monthly VAT returns, balance sheet reconciliations, and cash forecastsLead year-end audits and work closely with senior management to improve systems and...

  • Financial Analyst

    7 days ago


    Carlisle, Cumbria, United Kingdom Grain Connect Limited Full time

    **About this role**We are seeking a highly skilled Financial Analyst to join our team at Grain Connect Limited. Reporting to the Financial Controller, you will be responsible for supporting the preparation of monthly management accounts, ensuring accuracy and consistency throughout.This is a fantastic opportunity for someone looking to work in a fast-paced...


  • Carlisle, Cumbria, United Kingdom Agility Resoucing Full time

    Agility Resourcing, a leading recruitment agency based in the UK, is seeking a highly skilled Financial Reporting Analyst to join their team.The ideal candidate will be responsible for producing monthly management reports, month-end journals, prepayments, and accruals. They will also prepare the monthly reporting packs with a focus on revenue and production...


  • Carlisle, Cumbria, United Kingdom Headstar Full time

    Headstar Job OpportunityWe are seeking a skilled Financial Data Analyst to join our team. As a key member of our finance department, you will be responsible for analyzing financial data, preparing project appraisals, and providing insightful business recommendations.This is a full-time role, Monday to Friday, with a salary of $80,000 per annum. You will have...


  • Carlisle, Cumbria, United Kingdom ROC Recruitment Full time

    Company OverviewRoc Recruitment is a market leading company that is expanding its Finance department. Our team works closely with the FP&A Manager and the Head of FP&A to create and develop strategic plans for the company.Job DescriptionWe are seeking a highly skilled Financial Analyst and Strategic Planner to join our team. The successful candidate will be...


  • Carlisle, Cumbria, United Kingdom IDEX Consulting Full time

    Job OverviewWe are looking for a Financial Planning Consultant to join our team at IDEX Consulting. The successful candidate will be responsible for providing expert financial planning advice to clients while ensuring compliance with regulatory requirements.Key Responsibilities:Develop and implement comprehensive financial plans for clients.Work closely with...


  • Carlisle, Cumbria, United Kingdom Exchange Street Claims ltd Full time

    **Job Overview:**The role of an Apprentice Financial Planning Administrator at Exchange Street Claims ltd offers a unique opportunity to develop your career in financial planning. With the support and training provided, you will be able to advise clients straight away.In the long term, you will have the chance to develop your own client base, allowing you to...


  • Carlisle, Cumbria, United Kingdom pladis Foods Limited Full time

    About the RoleThe successful candidate will be responsible for generating medium to long-term financial and operational demand plans, analyzing sales data, and developing forecasts to review forward performance across all commercial teams. As a Strategic Demand Planning Specialist, you will work closely with the Senior Demand Planning Analyst to leverage...


  • Carlisle, Cumbria, United Kingdom Heidi Wright Recruitment Limited Full time

    Role OverviewWe are seeking a highly motivated and detail-oriented Financial Analyst Apprentice to join our finance team. This is an excellent opportunity for someone looking to enhance their expertise in month-end accounting processes.The successful appointee will have the opportunity to support the senior leadership team with providing financial...

  • Financial Analyst

    7 days ago


    Carlisle, Cumbria, United Kingdom ROC Recruitment Full time

    Market leading company in finance sector is seeking a Management Accountant to join the expanding Finance department at ROC Recruitment.The ideal candidate will report into the FP&A Manager, working closely with them and the Head of FP&A in creating and developing the Company strategic plan, as well as analyzing and reporting performance within key sections...

  • Financial Analyst

    7 days ago


    Carlisle, Cumbria, United Kingdom CV-Library Full time

    We are seeking a skilled finance professional to join our team at CV-Library, supporting the growth and development of our medium-sized business.The successful appointee will have the opportunity to enhance their expertise in month-end accounting processes and contribute to meaningful projects aimed at process and system improvements.Be part of a dynamic...


  • Carlisle, Cumbria, United Kingdom Agility Resoucing Full time

    Agility Resourcing offers an exciting opportunity for a motivated individual to develop their skills in accounting and bookkeeping. As a Trainee Financial Analyst, you will be part of a dynamic and supportive team that provides exceptional financial services to diverse clients.The role involves assisting senior accountants with financial statements, tax...


  • Carlisle, Cumbria, United Kingdom CV-Library Full time

    Sales Data Analyst CoordinatorCareer opportunity: Sales Data Analyst CoordinatorWe are currently recruiting for a Sales Data Analyst Coordinator position at CV-Library in Carlisle.The ideal candidate will be responsible for analyzing sales data, conducting audits, and resolving discrepancies.Main responsibilities:Analyze sales data to identify trends and...


  • Carlisle, Cumbria, United Kingdom United Overseas Bank Ltd. Full time

    About the RoleUnited Overseas Bank Ltd is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries. The bank operates through its head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand.The Retail function provides Personal and Business Banking customers with financial solutions...


  • Carlisle, Cumbria, United Kingdom Agility Resoucing Full time

    Job Overview: Agility Resourcing is seeking a highly skilled Management Accountant to join our team. This is a fantastic opportunity for an ambitious accountant to take the next step in their career. As a Management Accountant, you will be responsible for accounting assignments for the group, with a specific focus on producing management accounts packs....


  • Carlisle, Cumbria, United Kingdom United Overseas Bank Ltd. Full time

    Key ResponsibilitiesLead a team of AML Analysts in conducting thorough reviews of high-risk customers.Develop and implement effective operational risk management approaches to mitigate potential risks.Collaborate with the Business unit and Compliance department to ensure seamless implementation of AML/CFT regulations.Communicate effectively with stakeholders...