Financial Planning Analyst - Corporate Overheads

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Job title:              Financial Planning Analyst – Corporate Overheads

Location:             Bolton – hybrid working 

Salary:                 £40,000 - £45,000 per annum depending on experience

Hours:                 9-5 Monday-Friday

Reports to: Head of Financial Planning and Analysis (FP&A)

Accountable to: Head of FP&A

We have an exciting opportunity to join our team as a Financial Planning Analyst.

About the role:

To provide high-quality financial planning and analysis to the executive leadership and operational teams to drive performance, understanding and growth.

Financial performance:

• Analyse the monthly financial results prepared by the accounting team to highlight and comment on key variances to budget or forecast, if applicable and related action plans.
• Act as a Business Partner for budget holders and Senior Leaders, guiding them on commercial matters and promoting financial understanding.
• Work with and support stakeholders to track and analysis their Corporate Overhead costs, building raptor and holding them accountable for budget delivery.   
• Work closely with the Business Intelligence team to create and distribute financial results and scorecards via systems and automation.
• Ensure financial KPIs are appropriate for the division and provide clear and accurate reporting of these KPIs, highlighting key trends to help decision making. 
• Effectively and objectively communicate performance to the business, challenging budget holders and maintaining accountability in the business.
• Lead the financial appraisal of ad-hoc projects and undertake analysis as requested by the Head of FP&A, Operations Leads, FD etc.

Budget and Forecast:

• Lead the relevant operating cost center budgeting process across all Corporate Overheads, ensuring Group alignment on timelines and relevant analysis is adhered to. 
• Maintain a budget and forecast financial model to ensure consistency of data and process across all areas, including inclusion of appropriate KPIs.
• Support the Head of FP&A and the Business Intelligence team to implement automated and system driven budgeting and modelling tools.

Leadership and Management:

• By example and encouragement of others, maintain a positive, professional and helpful ethos in the Finance team.

Customer service:

• Build strong relationships with Senior Leaders and operational teams, including relevant department Heads. 
• Be accountable and act as the main point of contact on behalf of the wider finance team for responding to queries raised directly to the job holder.
• Demonstrate strong financial business partnering skills by:

                                                                                                                 o Providing timely delivery of monthly reports and scorecards (with support from the Business Intelligence team)

                                                                                                                 o Provide training and support where required on financial awareness for key Senior Leaders in the operational teams

Requirements:

Standard responsibilities:

There are a number of standard duties and responsibilities that all employees, irrespective of their role and level of seniority within OFG Group are expected to be familiar with and adhere to;

• Participates in an annual performance review programme.
• Works, at all times, in accordance with the policies and procedures of the OFG Group and statutory regulations applicable to the Group.
• Observes, at all times, strict rules of confidentiality appropriate to the post.
• To comply at all times with the requirements of Health and Safety Regulations, to ensure their own wellbeing and that of their colleagues.
• OFG Group is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults and expect all employees to work in accordance with this.
• Undertakes other duties as assigned.

Measures: 

• Measures against set objectives relevant to the role
• Set performance indicators
• Departmental Net Promoter Scores

Experience, Skills & Qualifications:

Essential

• Studying towards a relevant accounting qualification (CIMA / ACCA / ACA etc.) 
• Unqualified candidates with significant relevant experience would be considered. 
• A relevant Degree (Accounting / Finance / Maths etc.)
• Proven ability to influence financial outcomes and work closely with operational managers.
• Strong interpersonal and communication skills. Ability to communicate and build relationships with people at different levels.
• Advanced Excel skills critical – data manipulation (including extraction from financial ledgers), analytical and presentation skills at a level suitable for Executive review.
• Ability to present complex data and analysis in a high impact visual manner to senior stakeholders, drawing out the key messages and findings.
• Relevant management accounting experience.
• Working knowledge of MS Office including Microsoft PowerPoint.
• Experience of Access Dimensions would be advantageous, though not essential.

Why join Outcomes First Group?