Financial Planning Analyst

We are seeking an Financial Planning Analyst to assist the FP&A function in producing and analysing P&L based reports.

The candidate will be producing financial reports, uploading them to WK internal systems and performing accurate variance analysis to support UK forecasting planning and 3 year strategic plan.

Reporting findings and making recommendations the role will be expected to get involved as necessary in all aspects of the FP&A function from reporting and analysis to planning and projects as they arise.

This is a great role to gain rounded experience in a well-established global finance community within the Tax and Accounting vertical.

Responsibilities:

• Work closely with a small team to support the FP&A function for TAA UK entity within a global group.
• Work in SAP to extract financial data and translate it in MS Excel/ Business objects to produce accurate reports
• Format data to upload into local and corporate finance systems in a timely and accurate manner for P&L reporting and analysis at divisional level
• Build relationships both within the UK entity and at divisional level
• Critically asses data and processes to find efficiencies and make recommendations for process improvement to support best in class finance operations
• Meet strict corporate and divisional reporting deadlines and reporting requirements
• Business partner UK and European functions providing relevant user friendly reporting for finance and non finance colleagues to support efficient practice and accurate financial forecasts
• Own the production of monthly divisional and management reporting decks at month end for variance analysis
• Support the Budgeting and forecasting process and related deadlines
• Support the closure of the month end process including financial treatment including journals and prepayments
• Support the product and development teams from a financial standpoint to ensure efficient product launches and management of forecasting at a product level
• Involvement in projects to continually improve the finance support function

Required experience:

• Relative degree level education preferred but not essential (“by experience” qualification certainly considered)
• An interest in a Finance career or accounting qualification is beneficial (study support available)
• Two years experience in a related finance analyst role is required, preferably in a FinTech or Software (ideally SaaS) business
• Demonstratable experience in preparing and interpreting financial reports
• Demonstratable experience of finding efficiencies in company process is preferred
• Accuracy, a keen eye for detail and good analytical skills
• Ability to challenge in a professional and constructive manner
• Advanced skill level in MS Excel and Powerpoint
• Ideally experience of SAP (preferred but not essential)

Attributes:

• Pro-active, conscientious hardworker
• Comfortable working independently (even remote) or as part of a team – not afraid to ask if unsure
• Ideally interested in long term career
• Ability to prioritise, manage workload and meet often tight deadlines effectively
• Professional, accountable and a strong work ethic with a high level of integrity
• Attitude to work and ability to pick things up quickly

For more details please contact Carl Rigby at carl.rigby@wolterskluwer.com