Financial Planning and Data Analyst

Posted 14 September 2022
Salary £35000 - £40000 per annum + benefits
Job type Permanent
DisciplineAccountancy & Finance
Contact NameRyan Marner

Job description

Financial Planning & Data Analyst - Reading (Hybrid) - £40,000

Why this role:

This employer are setting up a new Financial Planning team and are seeking a finance professional that is comfortable with Excel to join and bolster the function. Complete training on the new system will be provided, but an understanding and experience of Accounting principles as well as being competent with Excel will greatly aid candidates!

This will be done through the production and maintenance of financial models across various accounting and planning systems.

This employer highly value having a friendly atmosphere in the office so the ideal candidate would be a positive, enthusiastic and confident individual, hungry for success and looking to develop further as the company continues to grow their financial planning team.

The Successful Candidates responsibilities will include:

Reporting and Business Intelligence

  • Understand business reporting needs, communicating across multiple divisions
  • Be responsible for the end to end design and implementation of the reporting environment
  • Create useable insights and dashboards to be used across multiple platforms
  • Utilise strong Excel knowledge to get a deep understanding of business needs and metrics

Information Analysis/Modelling

  • Information and financial model building
  • Development and implementation of new processes
  • Create reports from the analysis

Data Warehouse

  • Develop and maintain data warehouses
  • Model Data Warehouse structures

Experience, Skills & Qualifications required

  • Experience building dashboards and reports - ideally using Anaplan but complete training will be provided
  • Experience with financial model building
  • A keen eye for spotting insights from raw data sources
  • Expert user of Excel
  • A knowledge of financial and operational reports and management accounts process

Financial Planning & Data Analyst - Reading (Hybrid) - £40,000

Applications are encouraged from all candidates meeting or exceeding the minimum criteria for the role regardless of age, disability, gender, orientation, race, religion or ethnicity.