Financial Planning Analyst

You’ll translate complex financial data into useful management information and produce annual budgets aiding long‑term planning and growth.

Responsibilities

• Preparation of the monthly operating model, including reconciliations to accounting software and posting of journals required to complete the model;
• Contribute to and improve forecasting methodology;
• Assist in the development and maintenance of data pipelines;
• Assist in preparation of monthly Board documentation and interim and year‑end Budget documents;
• Identify and rectify issues/areas for improvement in the monthly operating model;
• Identify and build datasets to complement the enhancement of the monthly operating model;
• Report to external stakeholders;
• Use AI tools to explore data, generate insights, and improve workflows, driving faster and more accurate analysis;
• Liaise with departments across the business to understand business developments and how they impact inputs to the operating model;
• Identify areas of inconsistencies between operating model forecasts and those used by the wider business to improve reporting accuracy;
• Understand reporting requirements for each department to increase quality of communication across the business;

Data Engineering & Product Development Responsibilities

• Contribute to the build‑out of the forecasting platform;
• Design features, using AI tools to test and build;
• Integrate with third‑party tools such as Looker, Snowflake and NetSuite;

Qualifications

• Good analytical skills, high level of accuracy and attention to detail;
• A growth mindset and ability to improve and develop processes as the company grows;
• Ability to work to deadlines and manage stakeholder expectations;
• Quick to learn and embrace change – in an innovative, fast‑growing environment;
• Proficient user of Excel;
• Experience with Looker, Snowflake or equivalent desirable;
• Willingness and curiosity to leverage AI to maximise quality, speed and rigour;
• Hybrid working model – attend the London office twice a week;

Benefits

• Medical insurance from Vitality, including discounted gym membership;
• Private GP service (separate from Vitality) for you, your partner and dependents;
• 25 days’ holiday per year, an extra birthday day, option to buy or sell additional leave, and unlimited unpaid leave;
• A one‑month, fully paid sabbatical after four years;
• Instant access to external counselling and therapy sessions;
• 3% pension contributions on total earnings;
• Employee equity incentive scheme;
• Generous parental leave and nursery tax benefit scheme;
• Electric car scheme and cycle‑to‑work scheme;
• Two company retreats a year (France, Italy, Spain, further afield);

Learning & Development

• Learning and development budget for everyone;
• Company‑wide talks with internal and external speakers;
• Access to learning platforms like Treehouse;

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