Skip to main content

This job has expired

Financial Planning Analyst

Hays A&F
England, Bristol
Closing date
May 28, 2024

View more

Job Role
Financial Planning & Analysis
Contract Type
Full Time
Level of qualification

Job Details

  • You will work closely with the finance business partners and operational leads to develop, implement, and review commercial bids and acquisitions across the organisation. You will implement best practices from a modelling and due diligence perspective and advise senior leadership on value drivers to inform the bidding strategy and financial outlook.
  • You will be a finance, data analytics, or financial modelling professional with the ability to analyse data, identify trends and engage and influence a range of stakeholders consistently.
  • You will be a strong relationship builder within the finance team and across the organisation.
  • You will have a passion for quickly understanding and evaluating the value driver across a diverse range of contracts and sectors.

    Main Duties and Responsibilities:
  • Deliver financial and commercial due diligence, analytics, and modelling in support of the charity, with a particular focus on new business development.
  • Implement best practices in modelling and business development processes across the group.
  • Be able to summarise and present complex opportunities and risks for senior management.
  • Be dedicated to professional development. This is in terms of keeping up to date with the latest financial modelling techniques and developments, pursuing further qualifications, and seeking to improve the team knowledge bank consistently and continuously.
  • Build strong relationships across finance, operational and business development teams.
  • Assist the broader team as necessary in annual budgeting and long-term forecasting.
  • Perform additional analysis as required in support of the businesses to inform organisational strategy.
  • Supporting the Senior Financial Planning Analyst and business leaders in developing and implementing their strategy.

Technical competency (qualifications and training)

  • Qualified Accountant, ACA, ACCA, CFA, or Equivalent
  • Well-trained Financial Modeller or Data Analyst

    • Experience of working in a transactions, bids and deals environment, technical financial modelling, or due diligence role, either in professional services or as part of an industry / in a business development team.
    • Experience in financial modelling of large-scale contracts, pricing schedules, business cases, and client outputs
    • Experience working across a wide variety of contracts.
    • Experience working with multiple stakeholders in a due diligence process/transaction
    • Forward financial planning, costing, and option appraisal
    • 1 - 3 years relevant post-qualification experience or equivalent
    • Experience of operating across a range of finance functions, such as financial services, budgeting, planning, reporting, capital accounting, and supporting budget holders
    • Experience working with Agresso BusinessWorld, ERP systems, and FP&A tools such as Anaplan is a bonus but not essential at all.

Skills and Attributes

  • A good working knowledge of all Microsoft applications, with advanced Excel skills at minimum (VBA not essential). An exceptional skill as a technical financial modeller is advantageous.
  • Ability to meet deadlines, manage project milestones, and provide effective financial controllership and analysis within bidding and tendering timelines
  • Strong stakeholder and upward management skills. The ability to communicate effectively and efficiently is a must
  • Ability to balance technical financial modelling and detail with sharp commercial acumen to produce accurate investment appraisals
  • Ability to support a team, encouraging cross-learning and consistent service delivery
  • Ability both to identify required process improvements and to design and implement those improvements
  • Sift complex financial and non-financial information from a range of available sources to understand its impact on the organisation
  • Understand and work through complex issues and identify solutions
  • Work under pressure, meet key deadlines and adapt to a changing environment
  • Work effectively as part of a team and preserve strong stakeholder relationships
  • Identify and prioritise complex, time-sensitive workloads and projects

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us Charles Maidment from the Hays Bristol finance team. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at


To locate your nearest Hays office please visit:

Or call:

T: 0207 259 8794

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert