Financial Planning Strategist

2 days ago


Edinburgh, Edinburgh, United Kingdom Lusona Consultancy Full time

At Lusona Consultancy, we are seeking a skilled Financial Planning Strategist to join our ambitious team in Edinburgh. This is a high-impact role that requires strong analytical and problem-solving skills, paired with a results-oriented approach.

About the Role
  • This position involves overseeing the planning and delivery of strategic financial processes, including budgeting, forecasting, and external reporting.
  • You will collaborate with stakeholders to uncover opportunities for revenue growth, cost savings, and effective capital utilization.
  • The successful candidate will build and refine financial models that support strategic decision-making and commercial success.

What We Offer:

  • A competitive salary of up to £60,000 per annum + comprehensive group benefits.
  • A hybrid working model (2 days in the office, 3 days from home) that supports work-life balance.
  • Opportunities to collaborate with senior stakeholders and play a crucial role in shaping the financial direction of the organisation.
Your Background
  • A professional qualification (CIMA, CA, ACCA, ACA or CFA) or extensive relevant experience is required.
  • You should have proven expertise in financial planning, forecasting, and strategic analysis.
  • Strong communication skills are essential, with the ability to engage effectively across diverse teams.
  • Prior experience in streamlining processes and leveraging financial technology is highly valued.

We offer a rare opportunity to contribute to a forward-thinking organisation, driving purposeful and sustainable value creation. You'll work in a dynamic and supportive environment, tackling challenges and delivering measurable impact for a broad range of stakeholders.



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