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Financial Planning Analyst

Posted about 1 year ago

  • Sector: Finance & Audit
  • Contact: Gemma Cardew
  • Contact Email: gcardew@merje.com
  • Contact Phone: 0161 883 2816
  • Expiry Date: 18 April 2023
  • Job Ref: GC/10111

MERJE are partnered with a growing leading specialist Mortgage lender in their search for a Financial Planning Analyst.

The Financial Planning & Analysis department supports the bank by providing key cost and income management analysis to the Board, Executive and Cost Centre Managers to help shape the businesses future strategy. The role covers all aspects of strategic planning, scenario analysis, budgeting and forecasting for Costs, Income and Liquidity & Capital Management.

What you will be doing

In this role, you will have the opportunity to partner the Group cost centre functions for cost management and provide support for Board reporting in Financial Planning and Analysis team.

You will have a direct impact on The Group's performance and growth whilst gaining the opportunity to work across the business and develop a thorough understanding of how the Bank operates.

Your responsibilities will include...

  • Preparing and distributing accurate and insightful monthly cost reporting at cost centre and project code level.

  • Providing cost management support to the Group's functions including budgeting, monitoring actual spend and ad-hoc cost analysis.

  • Taking an active role in the opex forecast/budget process for the Group, producing and consolidating budget cost templates with Executives.

  • Developing detailed understanding of each department's budgets and drivers of any key variances and establish controls to ensure the robustness of the cost planning process.

  • Assisting the Financial Planning & Analysis Manager, providing backup cover when required, in the compilation of the weekly and monthly Group management accounts for senior management

We offer a base salary £30-40,000 dependent on experience and a competitive benefits package including:

  • Discretionary annual bonus opportunity of up to 15%

  • 28 days annual leave plus bank holidays

  • Contributory pension (8% employer 5% employee)

  • Life Assurance (4x salary) plus Group Income Protection

  • Access to Private Medical Insurance and Medical Cash Plan

  • Additional benefits such as Hybrid working, Cycle Purchase scheme, Technology Purchase scheme, Season Ticket Loan, Holiday purchase / sell schemes, Employee Perk Portals, Payroll giving and Save as you Earn scheme

Could you be the one?

We are looking for talented individuals who have the experience and knowledge set out below:

  • Previous experience working in an analysis role in a Finance team is essential.

  • Advanced knowledge of Excel is essential.

  • Working knowledge of accounting systems is essential.

  • Strong understanding of variance analysis, budgeting and forecasting is essential.

  • Advanced level of accuracy is essential.

  • Working towards an accounting qualification would be an advantage.

  • Ability to manage conflicting priorities is essential.

  • Strong technical accounting knowledge including accruals and pre-payments is essential

We also believe that your career and how you progress is as unique as your individual personality. We continually support our people so they can become the best version of themselves.

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