Financial Planning Analyst

Stanford Real Estate Partners are working with a leading real estate and asset management business to hire a Financial Planning Analyst. This Financial Planning Analyst role sits at the center of commercial decision making; shaping budgets, forecasts, investment cases and performance insight across a diverse portfolio. Salary offered is £55,000 to £65,000 + bonus + benefits.

Responsibilities

• Financial Planning Analyst will be responsible for budgeting, forecasting and financial planning cycles across business units/asset portfolios.
• Provide clear and insightful analysis on performance trends, variances, risks and opportunities.
• Build and enhance financial models to support scenario planning, investment decisions and business cases.
• Prepare monthly MI packs, board reporting, dashboard analysis and KPI performance reports.
• Partner with asset managers, development and operations teams to align financial outlook with commercial strategies.
• Analysis of cashflow, P&L and balance sheet impact of business decisions, investment initiatives and operational changes.
• Support annual planning, strategic reviews, capex evaluations and corporate planning cycles.
• Drive improvements in forecasting accuracy, reporting efficiency and data quality.
• Support the evolution of BI tools and financial systems

Required Experience

• Qualified/Finalist accountant (ACA/ACCA/CIMA) with strong FP&A background in a data‑driven finance role.
• Experience in real estate, asset management, property development, private equity or another investment‑led environment preferred.
• The Financial Planning Analyst will have strong financial modelling and Excel skills, able to build and maintain robust analytical models.
• Solid grasp of budgeting, forecasting, reporting and commercial analysis.
• Comfortable working with large datasets, BI dashboards and financial systems.
• Excellent communication skills with the ability to influence senior & non‑finance stakeholders.
• Commercially minded, analytical and proactive with strong attention to detail.

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