Financial Planning Analyst

The Company Our client is seeking an FP&A Analyst to support financial planning and business performance across multiple business units. This confidential opportunity combines financial analysis, management reporting and automation to support informed commercial decisions. The Role The FP&A Analyst supports the Senior FP&A Manager in delivering integrated financial planning, performance monitoring and analytical support across the entire business. The role is responsible for consolidating financial information across business units, maintaining the actuals and forecast review calendar, and producing the standardized reconciliations, performance bridges and analytical tools required to monitor overall business performance. The Analyst is expected to leverage modern data and AI tools (Excel, Power BI, Power Query, Microsoft Copilot) to automate reporting, generate insights, and equip the Commercial Business Partners with the structured data and analytics they need to drive their business verticals. The role acts as the analytical backbone of the FP&A team, enabling standardized, timely and high-quality performance management across the organization. Job Responsibilities • Consolidate actuals, forecasts and budget data. • Support monthly performance reviews by preparing consolidated P&L, KPI dashboards and variance analysis. • Prepare performance bridges (Budget-to-Actual, Forecast-to-Actual, YoY, Volume-Price-Mix) • Highlight key drivers, risks and opportunities across the business verticals to the Senior FP&A Manager. • Ensure consistency of definitions, metrics and reporting logic across the different business units. • Support the design, communication and execution of the internal actuals and forecast review calendar for function. • Coordinate submission deadlines, review meetings and consolidation checkpoints with the Commercial Business Partners across verticals. • Track adherence to calendar milestones and follow up on late or missing submissions. • Maintain and update the calendar in line with Group-level reporting cycles and management review requirements. • Build and maintain standardized reconciliation templates, performance bridges and analytical models for use across the verticals. • Develop reusable Excel and Power BI models that ensure consistent methodology in variance analysis, forecast walks and KPI tracking. • Support the Commercial Business Partners with structured analytical tools they can deploy within their business units. • Ensure integrity of data sources feeding the standardized tools and support the harmonization of definitions across verticals. • Support the annual budgeting, quarterly forecasting and long-range planning cycles for the function. • Maintain planning templates, assumption trackers and consolidation models. • Support scenario analysis and sensitivity modelling at division total level. • Prepare planning cycle decks and executive-ready summaries for CFO and management review. • Build and maintain automated management reporting dashboards using Power BI, Excel (Power Query / Power Pivot) and other modern tools. • Leverage Microsoft Copilot, generative AI and automation tools to streamline reporting, commentary drafting, data preparation and insight generation to build a scalable reporting infrastructure for the function. • Standardize reporting formats and cadence across business verticals to reduce manual effort and improve consistency. • Provide the Commercial Finance Business Partners with the data, tools and analytics they need to drive their verticals. • Support ad-hoc analytical requests from vertical finance owners and the Senior FP&A Manager. • Ensure integrity, accuracy and consistency of financial data used across FP&A reporting. • Support the harmonization of reporting definitions, KPIs and analytical frameworks across the function. • Contribute to continuous improvement initiatives in FP&A processes, tools and methodologies. • Support internal and external audit requests where relevant. The Candidate • Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics or a related quantitative discipline. • Progress towards CPA, ACCA, CIMA, CFA or equivalent professional qualification is an advantage. • Certifications in data analytics, Power BI, financial modelling or AI tools are a strong plus. • 3–5 years of experience in FP&A, financial analysis, management reporting, commercial finance or business performance analytics. • Prior experience consolidating financial information across multiple business units or verticals strongly preferred. • Exposure to reporting automation, dashboard development or AI-driven productivity tools is a strong plus. • Systems, Tools & Technical Skills • Advanced Excel skills including Power Query, Power Pivot, and complex financial modelling. • Strong analytical mindset with the ability to translate large datasets into structured insights. • Solid understanding of financial statements, management reporting principles and KPI frameworks. 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Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics or a related quantitative discipline. Progress towards CPA, ACCA, CIMA, CFA or equivalent professional qualification is an advantage. Certifications in data analytics, Power BI, financial modelling or AI tools are a strong plus. 3–5 years of experience in FP&A, financial analysis, management reporting, commercial finance or business performance analytics. Prior experience consolidating financial information across multiple business units or verticals strongly preferred. Exposure to reporting automation, dashboard development or AI-driven productivity tools is a strong plus. Systems, Tools & Technical Skills: Advanced Excel skills including Power Query, Power Pivot, and complex financial modelling. Strong analytical mindset with the ability to translate large datasets into structured insights. Solid understanding of financial statements, management reporting principles and KPI frameworks.

Consolidate actuals, forecasts and budget data. Support monthly performance reviews by preparing consolidated P&L, KPI dashboards and variance analysis. Prepare performance bridges (Budget-to-Actual, Forecast-to-Actual, YoY, Volume-Price-Mix). Highlight key drivers, risks and opportunities across the business verticals to the Senior FP&A Manager. Ensure consistency of definitions, metrics and reporting logic across the different business units. Support the design, communication and execution of the internal actuals and forecast review calendar for function. Coordinate submission deadlines, review meetings and consolidation checkpoints with the Commercial Business Partners across verticals. Track adherence to calendar milestones and follow up on late or missing submissions. Maintain and update the calendar in line with Group-level reporting cycles and management review requirements. Build and maintain standardized reconciliation templates, performance bridges and analytical models for use across the verticals. Develop reusable Excel and Power BI models that ensure consistent methodology in variance analysis, forecast walks and KPI tracking. Support the Commercial Business Partners with structured analytical tools they can deploy within their business units. Ensure integrity of data sources feeding the standardized tools and support the harmonization of definitions across verticals. Support the annual budgeting, quarterly forecasting and long-range planning cycles for the function. Maintain planning templates, assumption trackers and consolidation models. Support scenario analysis and sensitivity modelling at division total level. Prepare planning cycle decks and executive-ready summaries for CFO and management review. Build and maintain automated management reporting dashboards using Power BI, Excel (Power Query / Power Pivot) and other modern tools. Leverage Microsoft Copilot, generative AI and automation tools to streamline reporting, commentary drafting, data preparation and insight generation to build a scalable reporting infrastructure for the function. Standardize reporting formats and cadence across business verticals to reduce manual effort and improve consistency. Provide the Commercial Finance Business Partners with the data, tools and analytics they need to drive their verticals. Support ad-hoc analytical requests from vertical finance owners and the Senior FP&A Manager. Ensure integrity, accuracy and consistency of financial data used across FP&A reporting. Support the harmonization of reporting definitions, KPIs and analytical frameworks across the function. Contribute to continuous improvement initiatives in FP&A processes, tools and methodologies. Support internal and external audit requests where relevant.