Financial Planning and Performance Specialist

1 month ago


Bolton, Bolton, United Kingdom Bolton Office Full time
Job Description

The Bolton Office is seeking an experienced Financial Planning and Analysis professional to join our team. As a key member of the finance leadership, you will provide high-quality financial planning, analysis, and reporting to drive business performance, foster understanding, and support growth.

Key Responsibilities:
  • Lead month-end reporting and analysis, delivering clear and accurate financial results in a timely manner to Operational leaders.
  • Analyse monthly financial results prepared by the accounting team to highlight and comment on key variances to budget or forecast.
  • Collaborate with stakeholders to understand, track, and analyse site financial performance, building rapport and holding them accountable for budget targets.
  • Ensure that financial KPIs for relevant divisions are clearly and accurately reported on, with key trends highlighted to support informed decision making.
  • Communicate performance effectively and objectively to the business, challenging budget holders and fostering a culture of accountability.
  • Manage and maintain the month-end query tracker, ensuring site leaders receive prompt and clear responses to aid their understanding of financial results.
Budget and Forecast:
  • Support Finance Business Partners in the budgeting process across all areas of the Group, ensuring alignment to strict timelines and relevant analysis is adhered to.
  • Maintain a budget and forecasting financial model to ensure consistency of data across all areas, including relevant KPIs.
  • Support the Lead FP&A Analyst, Head of FP&A, and Business Intelligence team in implementing system-driven automation for reporting, budgeting, and modelling tools.
Requirements:
  • Studying towards or completed a relevant accounting qualification (CIMA / ACCA / ACA etc.)
  • A relevant degree (Accounting / Finance / Maths etc.) or AAT qualification.
  • Unqualified candidates with significant relevant experience would be considered.
  • Advanced Excel skills are critical - data manipulation (including extraction from financial ledgers), analytical, and presentation skills at a level suitable for Senior Manager review.
  • Proven ability to influence financial outcomes and work closely with operational managers.
  • Ability to present complex data and analysis in a high-impact visual manner to senior stakeholders, drawing out key messages and findings.
  • Relevant management accounting experience.
  • Excellent working knowledge of Microsoft Office, including PowerPoint.

We estimate the salary for this role to be around £40,000 per annum, depending on experience. If you are a motivated and experienced Financial Planning and Analysis professional looking for a new challenge, please submit your application.



  • Bolton, Bolton, United Kingdom Agility Resoucing Full time

    Financial Planning Specialist Position AvailableAt Agility Resoucing, we are seeking a highly skilled Financial Planning Specialist to support the preparation of cost budgeting and reporting processes.Your key responsibilities will include:Shareholder reporting, bank reporting and compliance with terms of bank and loan note agreementsRegulatory...


  • Bolton, Bolton, United Kingdom Husky Injection Molding Systems Ltd. Full time

    Role SummaryHusky Technologies is seeking a seasoned Financial Planning and Analysis Specialist to drive financial decision-making across the organization. The ideal candidate will possess strong analytical skills, excellent communication abilities, and experience with financial planning, budgeting, and forecasting. This role requires a high degree of...


  • Bolton, Bolton, United Kingdom FFR Limited Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Reporting Specialist to join our team at FFR Limited. The ideal candidate will have excellent accounting skills and be able to thrive in a fast-paced environment.About YouYou have a strong background in management accounting with experience in financial planning and reporting.You are...


  • Bolton, Bolton, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals is seeking a seasoned Financial Planning Expert to lead our finance team in Bolton, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...


  • Bolton, Bolton, United Kingdom JobsBatch Full time

    OverviewAt JobsBatch, we are committed to providing specialist education services in the UK. Our mission is to give neurodivergent children and young people access to a great education that caters to their specific needs, abilities, and aspirations.Job SummaryWe are seeking an experienced Strategic Financial Analyst to join our team as a Site Performance...


  • Bolton, Bolton, United Kingdom NJR Recruitment Full time

    Job Summary">We are seeking an experienced Financial Adviser Administration Assistant to join our busy team in the Bolton area. As a key member of our practice, you will be responsible for providing administrative support to our financial planning team.">About NJR Recruitment">NJR Recruitment is a leading recruitment agency specializing in placing talented...


  • Bolton, Bolton, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is seeking a skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and control, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor...


  • Bolton, Bolton, United Kingdom NJR Recruitment Full time

    NJR Recruitment is currently looking for a skilled Financial Adviser Administration Assistant to join their busy team in the Bolton area. The successful candidate will work from a beautiful, refurbished office and be responsible for providing administrative support to the financial planning practice.The ideal candidate will have excellent communication and...


  • Bolton, Bolton, United Kingdom MBDA Full time

    At MBDA, we are seeking an experienced Manufacturing Planning Specialist to support our multi-disciplined team in the delivery of production contracts. This is an excellent opportunity to join our UK Manufacturing team at Bolton and contribute to our success in supporting multi-project customer deliveries.Job OverviewThis role involves managing all planning...


  • Bolton, Bolton, United Kingdom Mortgage Advice Bureau Full time

    About Mortgage Advice Bureau:We're a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years. Our mission is to provide financial empowerment through industry-leading solutions.As a Protection Specialist at Mortgage Advice Bureau, you'll work in our vibrant office in Horwich, collaborating with experts to build...


  • Bolton, Bolton, United Kingdom KBS Corporate Full time

    Finance Analyst Job OverviewKBS Corporate, a dynamic and innovative company, is seeking a skilled Finance Analyst to join our team in Bolton. This exciting opportunity involves working closely with the Document team to produce high-quality Information Memorandum documents for live business sales mandates.The successful candidate will play a key role in...


  • Bolton, Bolton, United Kingdom Caledon Community Services Full time

    About the RoleCaledon Community Services is seeking a highly skilled Accounting and Financial Services Specialist to join our finance team.Job SummaryThis is a great opportunity to work in a dynamic environment and contribute to the success of our organization by analyzing data, creating reports, and identifying improvement opportunities.Salary and...


  • Bolton, Bolton, United Kingdom MBDA Full time

    MBDA, a leading manufacturer of missiles and missile systems, seeks an experienced Manufacturing Planning Specialist to support the delivery of production contracts containing development and production elements. SalaryThe estimated salary for this position is £40,000 - £55,000 per annum.Job DescriptionThis is an exciting opportunity to join MBDA's...


  • Bolton, Bolton, United Kingdom ASB Resourcing Full time

    About the RoleASB Resourcing is seeking a skilled Financial Data Specialist to join their team in Bolton. The successful candidate will be responsible for managing financial data, processing accounts payable and receivable, and maintaining accurate records.Key Responsibilities:Process and manage financial transactions using cloud-based accounting software...


  • Bolton, Bolton, United Kingdom Agility Resoucing Full time

    Job Title:Financial Accountant Specialist


  • Bolton, Bolton, United Kingdom Employment and Social Development Canada Full time

    We are seeking an experienced Accounting Support Specialist to join our team at Employment and Social Development Canada. As a key member of our finance department, you will play a critical role in ensuring the accuracy and integrity of our financial records. This full-time position offers a competitive salary of $35.00 hourly, equivalent to $73,120 per year...


  • Bolton, Bolton, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Job Title: Corporate Finance SpecialistWe are seeking a highly skilled Corporate Finance Specialist to join our finance team at beBee Professionals in Bolton, United Kingdom.Salary: Competitive salary with performance bonuses (£60,000 - £80,000 per annum)Job Description:The successful candidate will be responsible for overseeing financial planning,...


  • Bolton, Bolton, United Kingdom Employment and Social Development Canada Full time

    Clerical Accounting RoleThis permanent, full-time position involves preparing statistical, financial, and accounting reports, as well as maintaining the accuracy of our financial records. The ideal candidate will have a college education and experience in accounting, with the ability to work at our physical location.Responsibilities:Calculate fixed assets...


  • Bolton, Bolton, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Title: Senior Financial AnalystCompany OverviewA forward-thinking accountancy practice is recruiting for a senior financial analyst to join their growing team in Bolton.Salary and BenefitsCompetitive salary of £30-40k per annum, with potential for performance-related bonuses. Study support and flexible working options are also available.Job...


  • Bolton, Bolton, United Kingdom Sierra 57 Consult Ltd Full time

    Factory Planning Expertise: Sierra 57 Consult Ltd is seeking a skilled Factory Planning Specialist to lead our production planning efforts. The successful candidate will be responsible for managing factory planning, prioritizing operations, and formulating cost-effective manufacturing plans for Delivery Cost Improvement.The ideal candidate will have...