Financial Planning Analyst

SmartestEnergy Business Limited; Worthing; Hybrid; GBP 80,000 - GBP 100,000; Full time

Job summary

A leading energy services firm in Worthing seeks a Financial Planning & Analysis professional to support budgeting, forecasting, and management reporting. The role involves collaborating with various teams to enhance financial visibility and performance. Candidates should have proven expertise in budgeting, data analysis, and advanced Excel skills. The firm offers a flexible hybrid working model and values diversity and inclusion in the workplace.

Benefits

Flexible working from anywhere for 30 days a year

Commitment to diversity and inclusion

Qualifications

• Proven ability of budgeting, analysing datasets and building financial models.
• Experience of working with individuals at all levels and influencing change.
• Advanced skills in Excel including vlookups and pivot tables.

Responsibilities

• Support the Financial Planning & Analysis Manager with budgeting and forecasting.
• Produce KPI and management reports, monitoring expenditures against budgets.
• Contribute to project business cases and ad-hoc analysis.

Skills

Budgeting

Data analysis

Financial modeling

Advanced Excel skills

Job description

Overview

You will play a key role in supporting the Financial Planning & Analysis Manager, delivering high-quality budgeting, forecasting and planning outputs, and providing insightful management information to the VP of Finance and the wider business. This role is central to driving financial visibility and performance, ensuring stakeholders have timely, accurate and meaningful data to support decision-making.

Working closely with finance and non-finance teams, you will support the preparation of annual budgets, quarterly reforecasts and long-term plans, produce KPI and management reporting, and monitor operational and capital expenditure against budget. The role also contributes to project business cases, regulatory submissions and ad-hoc analysis, making it an excellent opportunity for someone looking to build strong commercial insight and influence across the business.

What skills/experience do I need to be successful?

• Proven ability of budgeting, analysing datasets and building financial models;
• Experience of working with individuals at all levels within an organisation, as well as influencing changes of behaviour;
• Advanced Excel skills including use of vlookups, pivot tables etc;

What sets us apart?

• Global Impact: With offices in the UK, US, and Australia, and plans for further expansion, you\'ll be part of a dynamic, globally-minded team, with opportunities to explore new markets and make a difference on a global scale.
• Flexible Working: Embrace the freedom to work from anywhere in the world for up to 30 days a year. We prioritize work-life balance, recognizing that your well-being matters. Find out more here.
• Commitment to Diversity and Inclusion: We celebrate our diverse culture and value individuals irrespective of background, disability, religion, gender identity, sexuality, or ethnicity. Join a team where diversity is not just welcomed but celebrated as a key driver of growth and innovation.

What does hybrid working mean to us?

Hybrid working typically means 2 days in the office location listed on this advert and 3 days working at home each week. Some occasional travel to our other offices may be required.

What happens next?

Once we receive your application, it will be reviewed by a human – no bots here! The average process typically takes around 2-3 weeks, with 2 stages of video interviews using Teams. However, this can vary depending on the role. We may invite you for a face-to-face meeting or require only 1 video interview. If you have any questions or need support, our Recruitment Team is here to assist you.

Ready to join us on our journey to digitise, decarbonise, and localize the future of energy? Apply now.

We\'re committed to making the application process easy and comfortable. Let us know how we can help you with any reasonable adjustments that can be tailored to your needs. At the bottom of each of our adverts you can find one of our recruitment teams\' contact details. Please reach out so we can discuss with you further.

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