Financial Planning Analyst

Document no. D384 Issued 1 January 2021

JOB DESCRIPTION & PERSON SPECIFICATION

Job Title: Financial Planning Analyst

Location: Hunmanby

Department: Finance

Contract: Permanent

Reports To: FP&A Manager

Direct Report: N/A

1.0 Job Summary & Role

Reporting to the Financial Planning & Analysis Manager you will play a key role in

supporting the preparation of timely and accurate financial results for the Business

With an understanding of financial metrics to support strategic decision making you

will utilise different data sources to present informative and valuable information to

different stakeholders of the business

Support the FP&A Manager in various weekly and monthly tasks & reports to be

shared with Managers Directors and the Parent Group

Support the development of Power BI Dashboards for producing weekly and monthly

financial information that will measure performance aid decision making and

forecasting decisions

2.0 Key Responsibilities & Main Duties

Weekly KPI & cash flow reporting across the business Help to prepare monthly executive reports with accuracy and explanation of the

results Key performance metrics analysis including: Sales revenue Gross margin EBITDA

Comparisons (performance vs. prior year budget and forecast) Primary Working Capital and Cash Flows

Support the FP&A Manager in month end reporting and commentary understanding the results and explaining them

Drive continuous improvement of Business Group Reports improving format speed and the detail provided development of Power BI dashboards that can be shared with the business

Overhead reporting and analysis to support various departments within the business and provide a high level summary of OPEX spend

Diving into further sales analysis including customers products and regions. Spot trends and data connections Support the business in the LRP and budget planning process including preparing

presentations and models where necessary Play a key role in the forecast cycles of the business modelling preparing and

loading into the consolidation software

Document no. D384 Issued 1 January 2021

JOB DESCRIPTION & PERSON SPECIFICATION

3.0 Internal & External Relationships

Developing relationships with people in the Finance Team is important as well as building relationships and working with various departments across the company

This role requires the individual to work across different businesses and therefore numerous teams of people; building solid working relationships is pivotal to the role

The work produced by the FP&A Team will be presented to and used by leaders of the Business Group so building relationships at this level is also important

4.0 Key Performance Indicators

Preparation of reports for the Business Group

Explanation of results

Meeting deadlines for reports accuracy and informative 5.0 Essential/Desirable Factors

Higher-level qualification in Finance Economics or other course of similar study Highly proficient in Microsoft Excel Basic knowledge in data analytics tools is a plus Dedicated team player who will enthusiastically support the wider team on executing

joint missions Excellent verbal and written communication skills Capable of adapting to fast-paced environments and delivering results in varying

situations Someone looking to take the next steps in their finance journey

Knowledge

Essential:

Understanding P&L profitability analysis and financial metrics

Sales analysis

Desirable:

Forecasting & budgeting

In depth sales analysis

Skills & Attributes

Essential:

Teamwork

Excel & Powerpoint skills

Ability to converse with people from across the business

Attention to detail

Desirable:

Data analytics (eg Power Bi)

Presentation skills

Experience

Essential:

Financial reporting

KPI reporting

Desirable:

Bridge analysis experience

US GAAP Reporting

Reconciliation of management accounts to management reports

Document no. D384 Issued 1 January 2021

JOB DESCRIPTION & PERSON SPECIFICATION

Qualifications

Essential:

Finance Qualification (AAT) or part Qualified(CIMA or equivalent)

Experience in Financial environment

Desirable:

CIMA qualified

Created by Dated Created

Financial Planning and Analysis Manager 01/01/2026