Senior Financial Planning Specialist

1 month ago


Cheltenham, Gloucestershire, United Kingdom Ontic Engineering and Manufacturing, Inc. Full time
Job Summary:
We are seeking a Senior Financial Planning Specialist to join our team at Ontic Engineering and Manufacturing, Inc. in Aerospace Industry. As a key member of our finance team, you will be responsible for controlling core financial operational processes, ensuring the integrity and reliability of monthly financial outputs from the FP&A team. This includes preparing timely, accurate, and informative month-end information that helps senior management and the wider business understand key performance drivers.

Key Responsibilities:
1. Prepare for and attend weekly flash forecast meetings to assess the latest financial position of the company.
2. Attend operational walkround meetings to see where finance can positively impact the business and take relevant actions where applicable.
3. Support the accurate maintenance and analysis of Balance Sheets, Profit & Loss Statements, cash flows, and other reports to summarize the current and projected financial position of the company.
4. Collaborate with Customer Programme Managers to understand the financial performance of their Value Stream.
5. Participate in budgeting and forecasting process, including data gathering and analysis for site and group reporting.
6. Produce management report packs by working day 5, including a full analysis of financial information, detailing variance to budgets, forecasts, and prior year.
7. Ensure adherence to internal and external controls and financial accounting standards in the preparation and completion of month-end journals and reports.
8. Support the company's annual audit process by maintaining accurate and detailed audit trails and supporting audit queries.

Requirements:
1. Part Qualified or studying toward full accountancy qualification (e.g., ACCA / CIMA) or equivalent professional qualification.
2. Strong system capability and advanced Excel skills (lookups, pivots, etc.).
3. Experience of complex financial models and analysis of large data sets.
4. Ability to communicate confidently at all levels and explain financial information to both financial and non-financial audiences.
5. Demonstrates ability to work within the broader business context while providing practical application to get the job done.

What We Offer:
- Competitive Salary: $85,000 per annum
- Annual goal share bonus scheme for all employees
- 24/7 Employee Assistance Program (EAP)
- Discounts and offers from a range of retailers

  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Role OverviewThis FP&A Analyst role is an excellent opportunity to join a global engineering group based in the UK.As a key member of the accounting team, you will play a crucial part in providing financial insights that steer senior management and drive business decisions.


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Job OverviewWe are seeking a highly skilled Strategic Financial Planning Specialist to join Core 3 Ltd in Cheltenham, UK. This is an exceptional opportunity for an ambitious individual to drive business growth and fast-track their career.The successful candidate will be responsible for overseeing core financial operations, providing strategic insights, and...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Your new companyHays Accountancy & Finance are partnering with a global engineering group based in the UK to recruit a driven and dynamic FP&A Analyst to join their growing accounting team. Reporting directly to the Head Of FP&A, you will have control of core financial operational processes including revenue, cost of sales and royalties to ensure integrity...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Role OverviewCore 3 Ltd is seeking a highly skilled Senior Financial Planning Expert to join their growing private equity business in Cheltenham.Salary and BenefitsThe successful candidate can expect a competitive salary of £55,000-£65,000 plus an attractive bonus of up to 16%.Job ResponsibilitiesThis senior role will be accountable for overseeing core...


  • Cheltenham, Gloucestershire, United Kingdom Ontic Full time

    Ontic, a leading licensor and manufacturer of complex engineering parts for the global aerospace and defense industries, is seeking a highly skilled Financial Planning and Control Specialist to join its team.Job DescriptionResponsible for ensuring the integrity and reliability of monthly financial outputs from the FP&A team by controlling core financial...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    **About the Role**We are seeking a highly skilled Senior Financial Director to support our client's finance functions in the service sector. This is an interim opportunity that will require you to oversee and manage day-to-day financial operations, ensuring accuracy, efficiency, and compliance.The ideal candidate will have proven experience as a Financial...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    About the RoleYour new company, a global engineering group based in Gloucestershire, is seeking a driven and dynamic FP&A Analyst to join their growing accounting team. Reporting directly to the Head Of FP&A, you will have control of core financial operational processes, including revenue, cost of sales, and royalties. This role offers a competitive salary...


  • Cheltenham, Gloucestershire, United Kingdom PortmanDentex Full time

    About Us:PortmanDentex is one of the largest dental groups in the UK and Ireland, committed to reimagining group dentistry and wellness. We strive to create an environment of mutual respect and equality, providing equal employment opportunities to all.We are seeking a talented Financial Planning and Analysis Specialist to join our team, who will play a key...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Job OverviewThe role of Trust & Tax Manager is open to experienced accountants with a focus on trust accounting, as well as personal tax accountants who have prepared accounts.What We OfferA competitive salary based in Cheltenham, Gloucestershire, ranging from £60,000 to £80,000 per annum, depending on experience.A remote/office hybrid working...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    **About the Company**Hays Senior Finance are partnering with a leading and successful group to recruit a dynamic and hands-on Accountant for their Cheltenham, Gloucestershire site. A unique opportunity for a finance professional to take ownership of two entities within the group, supporting senior management in understanding their financial performance; This...


  • Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full time

    Administrative Role in Financial Planning FirmThe Burford Recruitment Company Ltd is collaborating with an Independent Specialist Financial Planning firm based in Cheltenham. We are seeking an experienced, efficient, and meticulous administrator to provide support to independent financial advisers in ensuring clients receive a high level of ongoing...


  • Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add new members to the Client Servicing team in Cheltenham. This business is seeking individuals who can provide Financial Advice to valued clients, offering a comprehensive range of services specializing in Tax, Financial and Estate Planning.This company...


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Full time

    Company OverviewCore 3 is an acquisitive PE-backed organisation in the UK, offering a rare opportunity for ambitious individuals to make their mark with a growing private equity business.The company is seeking a skilled FP&A Analyst to join its team in Cheltenham, responsible for overseeing core financial operations and ensuring the accuracy and reliability...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking an exceptional financial leader to join a dynamic Technology Group based in Cheltenham, with a turnover of 30 million pounds.The ideal candidate will have experience in finance leadership roles, strong accounting knowledge, and a track record of process improvement. The Group Financial Controller will be responsible for...


  • Cheltenham, Gloucestershire, United Kingdom Portman Dental Care group. Full time

    Job DescriptionAs an FP&A Analyst, you will play a key role in supporting our business strategy by providing accurate and timely financial information. This will involve analyzing data, identifying trends, and making recommendations to senior management.Key responsibilities include:Developing and maintaining financial models and forecastsPreparing and...


  • Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time

    Company OverviewIDEX Consulting Ltd is a bespoke financial planning firm specialising in providing premium services to high net-worth clients.


  • Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full time

    Experience a rare opportunity with an acquisitive PE backed organisation in Cheltenham.£55,000-£65,000 plus 16% bonus will be your compensation for this role.About the RoleThis position is accountable for overseeing core financial operations. You will make your mark with a growing private equity business and fast-track your career.We are seeking an...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is partnering with a rapidly growing 30 million pound turnover Technology Group based in Cheltenham.Their vision is to harness technology to achieve business objectives with confidence, delivering measurable outcomes and a return on investment. A clear roadmap, transparency on performance, and trust in the security of their technology...


  • Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full time

    An exciting opportunity has arisen for a Salaried Financial Services Specialist to join a thriving, independent financial planning business in Gloucestershire.About the RoleAs a key member of the team, you will be responsible for building and nurturing relationships with allocated clients, ensuring they receive exceptional service and support.Key...


  • Cheltenham, Gloucestershire, United Kingdom Sterling Kohler Full time

    **Job Title:** Financial Operations Specialist**Location:** Cheltenham, UK**Salary:** Up to £30,000 per annum, subject to skills and experience, plus a fantastic package including company bonus, optional study support, and access to our flexible benefits platform.About Us:Sterling Kohler's three market-leading brands, Mira Showers, Rada, and Kohler UK,...