Financial Planning and Analysis Specialist

4 weeks ago


Watford, Hertfordshire, United Kingdom NLB Solutions Full time

Financial Planning and Analysis Role

NLB Solutions is working with a large business in the UK to find an individual to work in the Financial Planning and Analysis team. The role involves the analysis and reporting of management information. Key duties include weekly sales reports and projections, 3-period updates, annual budgets, and 5-year business plans.

The team works 40 hours a week and 5 days in a modern and recently refurbished office. They have a well-established team in place that offers a large amount of support for the new individual. The role has come available due to an internal promotion.

Key Responsibilities:

  • Reporting of weekly sales and other management information, including updating period projections and rolling forecasts.
  • Coordinating and managing the 3-period update process, annual budgets, and updating the 5-year business plan.
  • Preparing periodic and quarterly P&L budget book/variances and various KPIs.
  • Becoming conversant and familiar with the functionality and structure of the AS400 financial planning module.
  • Forecasting and reviewing daily cash flow requirements and updating periodic cash flow and balance sheet projections.
  • Tracking and verifying bank, card charges, interest receipts, and accruals.
  • Managing and reviewing foreign currency requirements, including preparing periodic foreign currency reports.


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