Senior Financial Planning Analyst

4 days ago


Cambridge, Cambridgeshire, United Kingdom The One Group Full time

Job Summary:

The One Group is seeking a highly skilled Senior Financial Planning Analyst to join their team. As a key member of the Corporate Finance team, you will play a vital role in providing clients with expert financial planning and analysis services.

Responsibilities:

  • Collaborate with senior team members on various deals, providing financial analysis and insights
  • Conduct research and prepare detailed reports on buyer rationales and target companies
  • Develop and maintain financial models in Excel, ensuring accurate and reliable data
  • Engage with clients to understand their financial needs and provide tailored solutions
  • Support senior team members in client meetings and negotiations
  • Stay up-to-date with industry trends and best practices, applying knowledge to improve client outcomes

Requirements:

  • Qualified in AAT/ACCA/ACA
  • Background in financial services or practice
  • Strong Excel skills and experience with financial modeling
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment


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