Financial Planning Analyst – Forecasting & Budgeting Specialist

About the role

We are seeking a commercially‑minded finance professional to join a growing financial services organisation. In this role you will turn numbers into actionable insights, supporting business growth through financial planning, forecasting, performance analysis, and strategic decision‑making.

Key responsibilities

• Develop and maintain annual budgets, rolling forecasts and financial projections for revenue, expenses and cash flow.
• Analyse financial and operational data to identify trends, profitability drivers and improvement opportunities.
• Build and maintain financial models for scenario planning, forecasting and strategic initiatives.
• Prepare management reporting packs, dashboards and performance insights for key stakeholders.
• Partner with Finance, Marketing and Credit teams to gather data and align on business objectives.
• Support strategic planning by providing financial insights and recommendations.
• Assist with monthly management accounts, processing transactions and preparing reports.
• Perform ad‑hoc financial analysis to support business decisions and operational improvements.

Required profile

• Bachelor’s degree in Finance, Accounting, Economics or a related field.
• Minimum 2 years of experience in financial planning, budgeting, forecasting or commercial finance.
• Experience in financial modelling, reporting and analysis.
• Exposure to financial services, lending or credit environments is a plus.
• Strong analytical, problem‑solving and communication skills.
• Commercial mindset with attention to detail and ability to manage multiple priorities.

Required skills

• Advanced Excel (formulas, pivot tables, VBA preferred).
• Financial modelling.