Financial Planning Analyst

England, Surrey, Weybridge
15 Nov 2018
15 Dec 2018
Michael Ternent
Qualification Level
Fully qualified, Newly qualified
Professional Membership
Seniority Level
Contract Type

My client, based in Surrey is a well established specialist consulting business. They are currently recruiting a Financial Planning Analyst with a broad remit, supporting the business and its decisions.

Client Details

My client, based in Surrey is a well established specialist consulting business. They have a strong track record of delivering projects internationally and are a great company to work for.


Key duties in the Financial Planning Analyst role for this international consulting business based in surrey include:

  • Producing, analysing and reporting the weekly and monthly profit forecast

  • Contributing to the annual budget process.

  • Detailed analysis of projects to understand trends, profitability and costs to complete and to advise and recommend action to project leads

  • Partnering the commercial teams to provide financial support and advice to business decisions

  • Developing an understanding of our clients, sectors, geographies, etc. to understand key profit drivers and to provide insights to drive change.

  • Liaise with UK and international financial and non-financial colleagues to develop a deeper understanding of current and future drivers of performance

  • Drive improvement to our revenue recognition and work in progress controls. Ensure the year end position is accurately reported.

  • Monitor KPIs, highlighting trends and analysing variances.

  • Analyse complex financial information and reports to provide accurate and timely financial recommendations to managers to support decision making

  • Prepare presentations for the board and senior management teams

  • Other reporting and analysis as required


To be considered you will be:

  • Qualified accountant (CIMA, ACCA, ACA)

  • Commercial experience, ideally within an international organisation

  • Strong analytical and problem solving skills

  • Strong excel and data structuring skills

  • Accurate, clear-thinking and organised

  • Self-motivating

  • Strong written and verbal communication, particularly to non-financial managers

Job Offer

  • Competitive salary

  • Pension

  • Life assurance

  • Group income protection

  • Professional fees

  • Share incentive plan