SUMMARY:
An established and fast-growing business within the financial services sector is seeking a commercially astute Financial Planner & Analyst to join their dynamic finance team.
This is an exciting opportunity for a data-driven finance professional who thrives in a performance-focused environment and wants to play a meaningful role in shaping business decisions. The successful individual will partner closely with leadership and operational teams, providing insight that directly influences strategy, profitability, and growth.
POSITION INFO:
Role Purpose
The Financial Planner & Analyst will be responsible for delivering accurate financial planning, insightful analysis, and strategic support to the business. This role goes beyond reporting — it requires someone who can interpret data, challenge assumptions, and translate numbers into actionable insights.
Key Responsibilities
- Develop and manage annual budgets and rolling forecasts across revenue, expenses, and cash flow
- Conduct in-depth financial and operational analysis to identify trends, assess performance, and evaluate profitability
- Provide strategic support to leadership on investments, new initiatives, and overall business planning
- Build, maintain, and enhance financial models to support scenario planning and ad-hoc analysis
- Prepare monthly reporting packs and contribute to dashboards and visualisation tools
- Partner with cross-functional teams including Finance, Marketing, and Credit to ensure alignment on performance metrics and objectives
- Deliver variance analysis and performance commentary to support informed decision-making
Minimum Requirements
- Bachelor’s degree in Finance or related field
- 2–5 years’ experience in FP&A or a Financial Analyst role
- Advanced Excel skills (financial functions, pivot tables, VBA)
- Experience with data visualisation tools such as Power BI or Tableau
- Working knowledge of SQL for querying databases
- Exposure to retail, fintech, or lending environments would be advantageous
Key Competencies
- Naturally curious with a strong desire to learn and improve processes
- Strong quantitative and analytical problem-solving skills
- Ability to present complex financial data clearly to non-financial stakeholders
- Comfortable managing multiple priorities in a fast-paced environment
- High level of integrity, discretion, and sound independent judgement
- Commercial mindset with strong attention to detail
Why Apply?
This role offers the opportunity to join a high-performance environment where finance plays a central role in driving business outcomes. You will gain exposure to senior leadership, strategic projects, and meaningful financial decision-making.
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
