Financial Planning Analyst in Solihull

Job Title: FP&A Analyst

Location: Solihull

Benefits: Up to £60,000 + bonus

Gleeson Recruitment Group are pleased to be working with a market leading services business based in Solihull on their search for an FP&A Analyst. They are committed to driving growth and innovation in the sector. The team is passionate about delivering excellence and creating value for clients and stakeholders. They are currently seeking a dynamic and analytical FP&A Analyst to join the finance team and contribute to our ongoing success.

Position Overview: The FP&A (Financial Planning and Analysis) Analyst will play a critical role in supporting the financial health and strategic objectives of the business. This position involves analysing financial data, creating financial models, providing insights to guide decision-making, and managing key treasury functions. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to communicate complex financial information clearly.

Key Responsibilities:

Financial Planning and Analysis:

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.

• Analyse financial performance and variances to provide actionable insights and recommendations.

• Prepare monthly, quarterly, and annual financial reports for senior management and stakeholders.

• Collaborate with various departments to gather and validate financial data.

• Assist in the preparation of presentations for executive leadership and board meetings.

• Conduct ad-hoc financial analysis to support strategic initiatives and business decisions.

• Monitor key performance indicators (KPIs) and track financial metrics to assess business performance.

• Participate in the continuous improvement of financial processes and systems.

Treasury Management:

• Assist in the management of the company’s cash flow, ensuring sufficient liquidity for operations.

• Monitor and forecast cash positions to optimise the company's financial resources.

• Manage relationships with banks and financial institutions.

• Support the development and execution of the company’s investment strategy.

• Assist in the management of debt and capital market activities, including covenant compliance and reporting.

• Conduct foreign exchange analysis and manage currency exposure.

• Ensure compliance with relevant financial regulations and internal policies.

Qualifications:

• Qualified Accountant (ACCA/CIMA/ACA)

• 2-4 years of experience in financial planning and analysis, treasury, investment banking, consulting, or related fields.

• Strong proficiency in Microsoft Excel and financial modelling.

• Experience with financial planning software is preferred.

• Excellent analytical and problem-solving skills.

• Strong attention to detail and accuracy.

• Ability to work independently and as part of a team in a fast-paced environment.

• Exceptional verbal and written communication skills.

What We Offer:

• Competitive salary up to £60,000 + bonus.

• Comprehensive benefits package, including private medical.

• Pension scheme with company contribution.

• Opportunities for professional development and career advancement.

• A collaborative and innovative work environment.

We look forward to hearing from you!