Financial Planning Analyst
6 days ago
The Financial Planning Analyst plays a crucial role in supporting business decisions by providing accurate and insightful data analysis. This position involves producing and distributing daily, weekly, and monthly performance reports, analyzing KPI data, and assisting in financial presentations, reports, and dashboards for management and stakeholders. The ideal candidate will have a strong proficiency in Microsoft Excel, experience handling large datasets, and an understanding of financial models. Power BI knowledge is a plus. Strong analytical, communication, and problem-solving skills are key to identifying improvement opportunities and enhancing data quality.
KEY RESPONSIBILITIES
You will:
- Produce and distribute daily, weekly, and monthly reports on performance of the business.
- Analyze KPI data to allow informed management decisions.
- Collaborate with team members on ad hoc financial projects and initiatives as required.
- Identify, quantify, and prioritize opportunities to drive continuous improvement and data quality.
- Assist in the preparation of financial presentations, reports, and dashboards for management and stakeholders.
Functional and Technical Skills:
- Extensive experience in Excel, including Excel formulas.
- Understanding of financial models.
- Experience in dealing with large datasets.
- Experience in financial planning and analysis or budgeting/forecasting.
QUALIFICATIONS & REQUIREMENTS:
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 1-3 years of experience in a financial analysis, data analysis, or reporting role.
- Experience with financial modeling, data interpretation, and performance analysis.
- Familiarity with financial systems and reporting tools.
- High proficiency in Microsoft Excel (advanced functions such as VLOOKUP, pivot tables, macros).
- Experience with Power BI or other data visualization tools is desirable.
- Strong understanding of financial statements, budgeting, forecasting, and KPI tracking.
- Knowledge of financial models and how to apply them in business forecasting.
Work Schedule: Monday to Friday, 10 a.m. - 7 p.m. shift (Should be flexible to work in UK time zone)
Work Setup: Hybrid, 3 Days WFH, 2 Days Onsite
Seniority levelMid-Senior level
Employment typeFull-time
Job functionFinance and Analyst
IndustriesStaffing and Recruiting
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