Back to results list

Financial Planning Analyst

Location: POOLE, DORSET Salary: 24000 - 26000 GBP Per Annum
Sector: Accountancy Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3101469
I am currently recruiting for a Financial Planning Analyst at an ever growing business in Poole, Dorset.

The ideal candidate will have Relevant treasury/finance qualification/business degree or experience as well as great analytical skills, advances Excel and will thrive under pressure.

Key responsabilities include:

Assist in extracting development data from the group’s development system and converting to the format required for input into the groups business planning software. For each instance of updated development data, reconcile to the latest available development forecast and ensure all assumptions remain relevant.

Support in the preparation of the quarterly and annual living business plan document as required. Provide assistance in the development of new business plan reporting functionality and reporting.

Produce the monthly development metrics report which is sent to the group’s investment panel and based on feedback from the panel, work with the group’s development analyst to continuously improve the outputs.

Produce and monitor the group’s net worth equalisation model to analyse the lender’s covenant position and advise on the most appropriate entity designation for new development projects.

Translating the group’s financial plan into the annual financial forecast return (FFR) submission to the Homes and Communities Agency. Work on improving the integration of data from the group’s financial planning software into the FFR submission.

Reconcile the return to the group’s statutory accounts and provide feedback to managers on the outputs.

Translation of all data used in the production of the group’s annual and quarterly financial plans into the group’s financial planning software. Reconcile data to the budget and forecasted source data to ensure accuracy and work with the providers of data to ensure smooth transition and continuous improvement to data quality and accuracy.

Is this sounds like something you would be interested in, email your CV to

Similar jobs