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Financial Planning Analyst

Location : Cardiff/hybrid
Salary : to £45k

This is a great opportunity for a part qualified or qualified accountant with FPA/ finance business partner experience to join a highly regarded global organisation. You will use your financial planning skills to support a range of clients in all sectors. This will be a very interesting and varied role and will be an excellent career move for progression.

The organisation supports agile working so happy to discuss flexible working requirements.

About the role

You’ll be: 

  • Working with integrated financial accounts and models including P&L, Balance Sheet, Cash Flow Statements
  • Checking and challenging financial models and assumptions
  • Analysing historical trends and scrutinising forecasts
  • Performing cost benchmarks and analysing working capital 
  • Monitoring short term cash flows
  • Identifying and quantifying opportunities for financial improvement and efficiencies
  • Depending on team need, writing up your findings in client reports

    Essential skills:

    • Sound business and financial analysis skills, including developing and reviewing financial forecasts and KPI’s 
    • Strong commercial and business acumen
    • Good excel modelling skills
    • Strong interpersonal skills and comfortable communicating with all levels (internal and external stakeholders)
    • Effective communicator; both written and verbal
    • Curious and willing to learn new skills 
    • Ability to multitask
    • Willing to challenge and question

      Desirable skills: 

      • Ideally a part qualification or fully qualified with ACA, ACCA, CIMA, AAT
      • Familiarity with visualisation software such as Tableau, Power BI is desirable, but not essential as knowledge can be developed in role
      • Familiarity with Google suite a bonus, but not essential


        Position of : Financial Planning Analyst, Cardiff/hybrid

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