Financial Planning Expert

1 month ago

Sheffield, Sheffield, United Kingdom myGwork Full time

Role Overview

We are seeking a highly skilled Financial Planning Expert to join our team in Sheffield. This is an exciting opportunity for an ambitious individual who wants to be part of a progressive, customer-centric team that works closely with the business to provide budget assurance and performance improvement while challenging and influencing leadership teams in managing their areas.

About the Role

This role sits within the Finance Business Partner team, which supports CMS leadership teams with accurate, timely, insightful, and relevant financial planning advice to ensure the business makes informed decisions to support its strategic growth plans.

Main Responsibilities

  • Compiling and assessing financial data to support complex business requests, including partner and fee earner appraisals, profitability, and trend reporting.
  • Assisting in preparing high-quality financial presentations for the business and providing analysis and recommendations as needed.
  • Managing the production of routine deliverables required by the Finance Business Partner team, such as monthly reporting packs, ensuring accuracy and timeliness.
  • Providing direct business partnering support to regional leads or alternative fee-earning teams.
  • Becoming a subject matter expert (SME) for the suite of finance systems and models used by the Department, working with the Finance Leadership Team and outsourced partners to ensure systems and models remain accurate, relevant, and fit for purpose.
  • Liaising with the Finance Reporting Team to ensure consistent and accurate information is provided.
  • Assisting in delivering the financial education agenda by supporting training initiatives for newly promoted partners/laterals/promotion candidates/new firm joiners.
  • Providing assistance to the Finance Business Partners with the annual budget process and quarterly reforecast exercises.
  • Working with the Finance and HR teams to ensure integrity and accuracy of data used by the Finance Business Partner team.
  • Assisting the Financial Planning & Decision Support department with other ad-hoc tasks as required.

Key Areas of Focus

  • Financial Planning
    • Annual planning and budgeting.
    • Quarterly reforecasting.
    • Developing longer-term 3-5 year plans with relevant partners and Senior Finance Business Partner.
    • Preparation of Executive Reporting to Senior Management in the Firm at regular Business Review Meetings.
    • Longer-term strategic reviews of offices and teams to support profitable growth.
  • Business Partnering
    • Assisting Fee Earners with both routine and ad-hoc queries, including supporting them through the SADC.
    • Attending and providing cover at Partner and Team meetings for the areas being supported.
  • Financial Analysis
    • Enabling practice groups and regions to achieve their objectives, make decisions, and plan appropriately through effective understanding and application of financial analysis.
    • Supporting the delivery of monthly finance MI containing insightful commentary and analysis.
    • Monitoring performance against long-term strategic and short-term operational plans to achieve agreed financial targets.
    • In conjunction with Finance Business Partner colleagues, supporting the Financial Planning and Decision Support team in the overall financial management of practice areas.
    • Advanced ad-hoc analysis as required to help maximize profitability across the group around realization, fee earner utilization, and working capital.

What We Offer

We will invest in your ongoing training and development to support your professional goals and help you thrive in your role from day one. Our opportunities are open to all suitably qualified applicants, so to be considered for this role, you must meet the following skills and experience:

Skill Requirements

  • Strong financial modeling skills.
  • Advanced MS Office suite user (particularly Excel).
  • Excellent written and verbal communication skills.
  • The ability to remain calm and focused under pressure.
  • A continuous improvement mentality to support development of self, colleagues, and business processes and interactions.
  • Attention to detail as well as an ability to see the bigger picture which considers any cross-business implications.
  • A collaborative team player who is transparent and has a collaborative, supportive approach.
  • Proactive in dealing with work.

Salary

We offer a competitive salary range of £45,000 - £65,000 per annum depending on experience, plus benefits.

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