Financial Planning & Analysis Analyst – United Kingdom

Job Description

Description

With Intelligence is a global data and insights provider to the asset management industry, dedicated to delivering high-quality analysis and information to support the business of our clients. We are currently recruiting an experienced and motivated FP&A (Financial Planning & Analysis) Analyst to join our finance team.

As an FP&A Analyst, you will play a critical role in financial planning, supporting the organization with budget preparation, forecasting, variance analysis, and strategic planning with a focus on overheads, including people costs. Your analytical skills will help us translate financial data into actionable insights, ultimately influencing our business direction and operational efficiency.

We are looking for a highly motivated self-starter who is looking to take the role and develop it to make it their own.

Key Responsibilities:

• Assist in the preparation and consolidation of annual budgets and forecasts, taking full ownership of overheads and people costs.
• Business partnering with senior stakeholders to drive and support operational efficiency and margin improvement, as well as providing impactful insights and commentary on performance.
• Conduct variance reports to compare actual performance against budgets and forecasts.
• Support the development of financial models to support strategic initiatives, including looking at potential acquisitions.
• Support improvements to our cashflow forecasting processes.
• Participate in ad-hoc financial analysis and reporting projects as required.
• Support the continuous improvement of financial planning processes.

Requirements

• Fully qualified CIMA, ACA, ACCA, or equivalent.
• Experience in forecasting and analyzing people’s costs (including incentive schemes).
• Experience in a subscription or events-based business would be advantageous.
• Experience in financial modeling.
• Advanced skills in Microsoft Excel (including proficiency with Power Query and Excel tables) and PowerPoint.
• Strong analytical skills with good attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work effectively in a team and support multiple projects simultaneously.
• Proactive mindset with a passion for driving business insights and improvements.