Financial planning and analysis Job Description

 Financial planning and analysis Job Description Job Description

Job Description: FP&A Professional

Job Title:

FP&A (Financial Planning & Analysis) Professional

Location:

London, UK

Department:

Finance

Reports To:

Head of Financial Planning & Analysis (FP&A) or Chief Financial Officer (CFO)

Job Summary:

The FP&A Professional will play a critical role in the company’s financial planning, forecasting, and analysis efforts. This position requires a deep understanding of financial principles and strong analytical skills to provide insights that drive strategic decision-making and improve financial performance.

Key Responsibilities:

  1. Financial Planning and Forecasting:
    • Lead the development and maintenance of financial models to forecast future financial performance.
    • Manage the annual budgeting process, ensuring alignment with strategic objectives and operational goals.
    • Develop rolling forecasts to provide updated financial projections.
  2. Financial Analysis:
    • Conduct detailed variance analysis to identify trends, risks, and opportunities.
    • Analyze financial results, providing insights and recommendations to senior management.
    • Support strategic initiatives through financial analysis and modeling.
  3. Reporting and Dashboards:
    • Prepare and present regular financial reports, including monthly, quarterly, and annual reports.
    • Develop and maintain dashboards to monitor key performance indicators (KPIs).
    • Ensure accuracy and timeliness of financial reporting in compliance with relevant standards.
  4. Business Partnering:
    • Collaborate with department heads and senior management to understand their financial needs and provide relevant insights.
    • Act as a trusted advisor, helping business units to make informed financial decisions.
    • Participate in cross-functional projects, offering financial expertise and strategic support.
  5. Process Improvement:
    • Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
    • Leverage financial software and tools to streamline reporting and analysis processes.
    • Stay abreast of industry best practices and emerging trends in financial planning and analysis.
  6. Strategic Support:
    • Provide financial analysis and insights to support strategic planning and decision-making.
    • Conduct scenario analysis and sensitivity testing to evaluate the financial impact of various business decisions.
    • Assist in the development of long-term financial plans and strategies.

Qualifications:

  1. Education and Experience:
    • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
    • Professional finance qualification (e.g., CFA, ACA, ACCA, CIMA) preferred.
    • Minimum of 3-5 years of experience in financial planning and analysis, corporate finance, or a related role.
  2. Skills and Competencies:
    • Strong analytical and problem-solving skills, with a keen attention to detail.
    • Proficiency in financial modeling and forecasting.
    • Advanced knowledge of financial software (e.g., SAP, Oracle) and Microsoft Office Suite, particularly Excel.
    • Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
    • Ability to work independently and collaboratively within a team environment.
  3. Personal Attributes:
    • Strategic thinker with a proactive approach to problem-solving.
    • High level of integrity and professionalism.
    • Strong organizational skills and the ability to manage multiple priorities.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance, pension plans, and paid time off.
  • Opportunities for professional development and career advancement.
  • Dynamic and collaborative work environment.

How to Apply:

Interested candidates should submit their resume and cover letter outlining their qualifications and experience to [Company’s HR Email] by [Application Deadline].


About our Services

Formed in 2018 FD Capital Recruitment was founded with the objective of becoming a leading provider of Part-Time Finance Directors and Financial Controllers our idea being to bring the skills and experience that finance directors have gained in larger corporates and plc’s and make them available to SME’s on fractional time basis. We now offer interim and permanent roles and recruit and Hire CFOs than we do FDs.   We have grown and grown and are now well known across London.  Reach out to our consultant team today to find out more about us.

We now work closely with Private Equity houses to source experienced candidates, if you are looking for a Financial Controller, CFO or FD with PE experience then make sure to talk with our team today.

We operate across the London and south east and West Midlands areas, our ambition is to grow the business to a national operation. Our team is made up of finance professional and experienced recruiters who between them have an extensive network of FD’s and CEO with a strong database of companies we have connections within. See also our FD Services page for more information, since 2024 we also offer Financial Controller Recruitment.

As a company we have a social conscience we support the environment through our tree nation project.  Our main charity is Beam who works to directly address homelessness in London.   We are a member of the Living Wage Foundation.

Are your looking for our Financial Controllers Job Board?  If so you can find it here.