Financial Planning Analyst

2 weeks ago

England, UK, United Kingdom Chartered Management Institute Full time

Location: Hybrid between home and either our London or Corby office

Reports to: Head of Financial Planning & Analysis

Salary: £45,000 plus excellent benefits

Closing Date: 20th June 2024


About the role:

We are looking for an experienced Financial Planning Analyst.


You will work closely with managers to understand the organisation, and naturally build effective relationships with people working across all departments and at all levels of CMI.


You will have the opportunity to work on highly important projects during a period of change at CMI, gain exposure to senior leadership, and hone your financial planning and reporting skills.


Responsibilities:

  • Support the preparation of annual budgets, biannual reforecasts, scenario planning ensuring the business requirements are reflected
  • Collaborate with the financial accounting team to provide input into consolidated budgets and reports
  • Create financial models to support good decision making, and that include non-finance departmental needs
  • Support reporting to disclose non-financial information related to environmental, social and governance performance
  • Report on key performance indicators, produce business intelligence for group level information, and prepare for leadership reviews
  • Assist in the month-end close processes to ensure accurate revenue reporting
  • Monitor capital and project expenditure against budgets with coordination with stakeholders
  • Work closely with the sales planning team to ensure accurate revenue forecast, and weekly reporting
  • Ensure the accuracy of budgets and forecasts within the accounting system
  • Maintain accurate P&L and capex budgets within the financial planning, and procure-to-pay systems


About you:

We are an inclusive employer and welcome all diverse backgrounds, where individuality is celebrated, creating both a forward-thinking team and a supportive space for everyone in the CMI team. We actively invite applications from diverse cultures and experience.

  • We are looking for someone who can enhance our culture and align with our core values. We want someone who is ‘Passionate’ in making a positive difference to the skills of managers and leaders, ‘Practical’; with the ability to make quick and smart decisions, ‘Progressive’ about creating a better future and maintaining a ‘Professional’ code of conduct, through being accountable and ethical in everything that we do.
  • Part-qualified accountant (CCAB or equivalent)
  • Strong technical knowledge and practical application
  • Excellent data analysis and interpretation skills
  • Good business acumen, with an ability to step back and see the big picture
  • Good communication skills with the ability to engage with senior management
  • Ability to work under pressure and meet strict reporting deadlines
  • A proactive approach and the ability to handle multiple tasks efficiently
  • Familiarity with salesforce, and adaptive planning is advantageous
  • Good spreadsheet skills (intermediate-expert level)


Why CMI:

Are you looking to join a dynamic and ambitious organisation? At CMI, new leadership and management strategies are at the fore-front of what we do. We know the importance of fresh ideas and encourage new perspectives. We are a not for profit, Sunday Times Best Company To Work for 2023, with a Platinum Accreditation with Investors in People. We offer an engaging, flexible and collaborative culture with a wealth of opportunity for professional development.


It doesn’t stop there. We believe we are only as good as the people that work at CMI and in turn offer a competitive benefits package for all employees:

  • Flexible working - whether that’s from home or in the office; wherever works best for you. We are not a traditional 9 to 5, we are flexible with what hours you work and when you work
  • 21 days’ holiday + 8 days’ Bank Holiday + 4.5 days allocated for CMI holiday over Christmas and New Year period - with annual leave days increasing with length of service and the opportunity to buy and sell holiday
  • Wellbeing and mental health - in-house mental health first-aid trainers, BUPA Employee Assistance for 24 hour support and access to Kooth, an online mental health platform
  • Inclusion at our core - Our colleague-led Inclusion Hubs for Ethnicity, LGBTQIA+ and MPeople (Menopause) are open for anyone to join
  • CMI membership - take advantage of our amazing courses and become a Chartered Manager. Plus, CMI will pay your professional membership to one additional organisation of choice
  • Rewards and Recognition scheme - cash prizes awarded to employees throughout the year
  • Socials - with an active social team, we have a book club, baking club, Pilates classes and regular team outings
  • Pension - we add an extra 6% of your gross salary to your pension pot every month after 3 months


About us:

The Chartered Management Institute (CMI) sets the Professional Standard in Management and Leadership. We have worked with businesses and education providers to inspire people to unleash their potential through qualifications, apprenticeships and training to become skilled, confident and successful managers and leaders, resulting in Chartered Manager status - the ultimate management accolade, which is proven to boost individuals’ career prospects, management capability and impact in the workplace.

Personal data which you provide through your application will be used for recruitment purposes only. For further details, see our privacy policy on our website. By submitting your CV/application, you are agreeing for your data to be used this way.


We reserve the right to close this vacancy earlier than advertised should we receive a high number of suitable applicants.

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