Strategic Planning and Reporting Lead
17 hours ago
Fareham, UK / Hybrid Working
We are seeking an experienced Strategic Planning and Reporting Lead to join a leading wealth management firm in Fareham. As the company continues to experience exciting growth, this role will play a key part in driving financial planning and analysis across the business.
This is a fantastic opportunity for an individual with strong analytical skills to develop and oversee the implementation of new reporting solutions for monthly reporting, forecasting, and budgeting.
The ideal candidate will have a background in finance and experience working with reporting tools to replace Excel. Power BI and Power Query knowledge would be desirable.
About You:- ACA/ACCA/CIMA qualified and degree educated with strong commercial post-qualification experience.
- A strong Finance Business Partner with excellent communication skills.
- Estimated salary: £60,000 - £80,000 per annum depending on experience.
- Hybrid working environment.
- Be part of a team passionate about helping clients achieve their financial goals.
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