Financial Planning Strategist

2 days ago

Manchester, United Kingdom Marks Sattin Full time

At Marks Sattin, we are seeking a highly skilled Financial Planning Strategist to drive our company's financial growth and operational efficiency. With an estimated annual salary of $120,000, this role is critical in developing and maintaining our financial planning processes, ensuring alignment with business objectives.

Key Responsibilities:

  • We require the ability to prepare, analyze, and present monthly, quarterly, and annual financial reports, including variance analysis and KPIs.
  • The ideal candidate will deliver insights on revenue trends, cost structures, and profitability, leveraging data to inform business decisions.

Budgeting & Forecasting:

  • This role involves developing, maintaining, and updating annual budgets, rolling forecasts, and long-term financial models, ensuring accuracy and reliability.
  • Collaboration with cross-functional teams is essential to ensure alignment with company goals and objectives.

Data-Driven Insights:

  • The successful candidate will utilize financial and operational data to provide actionable recommendations to improve business performance, conducting scenario analysis and what-if modeling as needed.
  • Monitoring and analyzing key financial metrics, including bookings, billings, recurring revenue, and churn, is also crucial.

Investment Analysis:

  • This position requires supporting evaluation of new projects, R&D investments, and potential acquisitions by performing ROI and NPV analysis.

Process Improvement:

  • We seek someone who can enhance financial planning processes and tools, leveraging technology to streamline workflows and reporting.
  • Collaboration with IT and software teams is necessary to integrate financial tools with operational systems.

Technical Skills:

  • Proficiency in financial modeling and data analysis is essential.
  • Advanced skills in Microsoft Excel, PowerPoint, and financial planning software (e.g., Adaptive Insights, Anaplan) are required.
  • Familiarity with ERP systems (e.g., NetSuite) and BI tools (e.g., Tableau, Power BI) is highly desirable.

Soft Skills:

  • Strong analytical and problem-solving abilities are required.
  • Excellent communication and presentation skills are essential for success in this role.
  • Ability to collaborate with cross-functional teams and adapt to a fast-paced environment is critical.

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