Financial Planning and Analysis Analyst

AFH Financial Group.; Bromsgrove; Hybrid; GBP 80,000 - GBP 100,000; Full time

Job summary

A leading financial advisory and wealth management firm in the UK is seeking a Financial Planning and Analysis (FP&A) Analyst. This role involves developing financial models, analyzing performance trends, and collaborating with teams to provide insights that drive business decisions. The ideal candidate will be a qualified accountant with strong analytical skills and proficiency in financial modeling. The firm offers a competitive salary, hybrid working, and a range of employee benefits, including flexible working options and professional development opportunities.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development

Shopping discounts

Qualifications

• Demonstrable experience in financial planning and analysis, ideally in financial services.
• Ability to partner with commercial teams for revenue growth.
• High level of integrity and attention to detail.

Responsibilities

• Develop and maintain financial models for budgeting and forecasting.
• Analyze operational financial performance and identify trends.
• Prepare financial presentations for senior management.
• Continuously improve financial processes and reporting.

Skills

Financial planning and analysis

Analytical skills

Proficiency in financial modelling

Excellent communication skills

Advanced Excel skills

Education

Degree level educated and qualified Accountant

Tools

Financial software tools

Job description

Financial Planning and Analysis (FP&A) Analyst

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Financial Planning and Analysis (FP&A) Analyst

AFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is afull-time, permanent opportunity, withhybrid working, and a competitive salary andrange of benefits.

The purpose of the Financial Planning and Analysis (FP&A) Analyst plays a crucial role in driving the budgeting, forecasting, commercial business partnering, and acquisition analysis.

The FP&A Analyst will work closely with the finance team and business leaders to provide critical financial insights and strategic recommendations.

As the Financial Planning and Analysis (FP&A) Analyst, you will be responsible for:

• Developing and maintaining robust financial models to support budgeting, forecasting, and long-range planning processes.
• Analysing and reporting on operational financial performance, identifying key trends and variances.
• Collaborating with cross-functional teams to provide financial insights that drive business decisions and profitability.
• Supporting analysis of complex acquisitions.
• Preparing and delivering financial presentations to senior management and key stakeholders.
• Continuously improve financial processes and reporting to enhance efficiency and accuracy.
• Developing and maintaining key performance indicators (KPIs) to assess business performance and align with strategic goals.

What we look for in our idea Financial Planning and Analysis (FP&A) Analyst:

• Degree level educated and a qualified Accountant.
• Demonstrable financial planning and analysis experience, ideally in a financial services or related industry.
• Strong analytical skills and proficiency in financial modelling.
• Excellent communication and presentation skills.
• Advanced proficiency in Excel and financial software tools.
• Ability to effectively partner with commercial teams, providing financial insights and analysis to drive revenue growth and optimize gross profit margins.
• High level of integrity, professionalism, and attention to detail.
• Ability to work under pressure, meet deadlines, and adapt to changing priorities.

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.