Job Description
Our client, a leading private equity-backed financial services company, is currently seeking a Financial Analyst Business Case & Cost Analysis to join their team. This role will be integral to the success of the finance function, providing key insights and analysis for business cases and value creation initiatives within the organisation. The Job: Financial Analysis: Collaborate with different departments to prepare business cases for various projects and value creation initiatives. Perform monthly and quarterly financial performance analysis for these initiatives, ensuring costs are accurately tracked and allocated. Cost Tracking: Ensure accurate cost tracking and allocation within the ERP system, and post accruals for each project. Track synergies and cost savings against the financial results. Financial Reporting: Prepare monthly reports on project costs and value creation initiatives, providing insights into actuals versus budgets and synergies/cost savings. Develop and maintain reporting templates in Adaptive Planning. Budgeting & Forecasting: Partner with the Transformations Office and Budget Holders to prepare financials for business case submissions. Assist with annual budgeting and forecasting processes. Business Partnering & Collaboration: Act as a strategic financial partner to business case owners, advising on the financial implications of decisions to drive positive outcomes. Collaborate with the Group Finance team on cost reporting and analysis. The Candidate: Experience: Ideally 4+ years of post-qualified experience in financial analysis, with a strong ability to provide insights that facilitate effective budget management. Skills: Advanced proficiency in financial management systems and Microsoft Office Suite. Experience with Sage Intacct, Adaptive Planning, and Salesforce is a plus. Education: Bachelors degree in Finance, Accounting, or a related field. A professional accounting qualification is preferred. If this opportunity is of interest, please contact Andrew Wynne at the enclosed address. Skills: Financial analysis Commercial Finance P&L Analysis Balance Sheet Analysis Commercial Accounting Balance Sheet Management Financial Reporting Management