Financial Planner & Analyst

Role Purpose: 

This role offers an exciting opportunity for someone with strong analytical skills, a passion for data, and an interest in financial planning. The successful candidate will play a critical role in analysing financial data and supporting decision-making processes.

Key duties for the Financial Planner & Analyst, include but are not limited to:

• Data Collection and Analysis: Extract, clean, and analyse financial and operational data, and identify trends and anomalies in data sets to support forecasting and budgeting.
• Financial Modelling and Forecasting: Build and maintain financial models to assist with budgeting, forecasting, and scenario planning.
• Support the Finance team in evaluating business performance and recommend commercial optimizations where opportunity exists.
• Reporting and Visualisation: Assist the Finance team with dashboards and reports to communicate key financial insights to stakeholders and present data in visually compelling formats using PowerBI, Tableau or Excel.
• Collaboration: Work closely with cross-functional teams (e.g., Finance, Marketing & Data Science) to gather data and align on business goals.

Key qualifications and experience for the Financial Planner & Analyst:

• Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related field.
• 2-5 years of experience in an FP&A or a related Financial Analyst role within an FSP
• Proficiency in Excel (advanced level), including financial functions, VBA and pivot tables.
• Proficiency with data visualisation tools such as Power BI and Tableau.
• Familiarity with SQL for querying databases.
• Working in the retail lending industry would be advantageous but not critical. 

Key personal skills for a successful Financial Planner & Analyst

• Innate curiosity, eagerness to learn, and a relentless quest for knowledge.
• Strong quantitative problem-solving abilities.
• Ability to present complex data clearly to non-technical audiences.
• Ability to manage multiple tasks, prioritise, meet deadlines in a fast-paced environment. 
• Ability to exercise discretion and independent judgement in the performance of duties.