Financial Planning Analyst

CompanyInvestigo

LocationHertfordshire, England, United Kingdom

Posted At11/27/2025

UK Visa Sponsorship Analytics

Occupation Type

Finance and investment analysts and advisers

Occupation Code Skill LevelHigher Skilled

Sponsorship Salary Threshold

£45,800 (£23.49 per hour)

Occupation rate applies

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Description

Due to continued growth my Herts based client with a superb culture and Hybrid working is hiring a newly created role as Financial Planning Analyst.

Whilst reporting into the Financial Controller with a dotted line into Commercial Finance you initially support the Finance function across broad accounting duties and in time your focus will switch to FP&A and Commercial Finance, making this the perfect step into industry for a practice qualified accountant looking to go the decision support route.

Key Responsibilities:

Support the Financial Controller in broad day-to-day accounting activities.
Management Accounting.
Assist with month-end and year-end close processes.
Deliver ad hoc accounting projects as required.
Support budgeting and forecasting processes.
Conduct margin analysis and provide insights to drive profitability.
Contribute to financial modelling and scenario planning.
Investment Appraisal
Ad-hoc Analysis

Candidate Profile:

Recently qualified accountant (ACA/ACCA/CIMA)
Strong technical accounting skills with attention to detail.
Ability to adapt and grow into a more analytical, commercially focused role.
Intermediate/advanced Excel
Excellent communication and stakeholder management skills.

Package includes: Hybrid working, generous Bonus scheme, excellent long term progression.