Overview

A large services-based organisation in Halifax is seeking a driven and analytically minded FP&A Analyst to support financial planning, performance reporting, and commercial insight across the business. This role is ideal for a part‑qualified or newly qualified accountant looking to step into a more strategic, forward‑looking finance position with strong exposure to senior stakeholders,

Key Responsibilities

Planning, Budgeting & Forecasting

• Support the annual budget, quarterly reforecasting, and long‑term planning cycles

• Consolidate financial inputs from multiple departments, ensuring accuracy and consistency

• Assist with scenario modelling and sensitivity analysis to support decision‑making

• Challenge assumptions and highlight risks, opportunities, and trends

Performance Reporting & Insight

• Prepare monthly management reporting packs, including P&L, cashflow, KPIs, and variance analysis

• Investigate performance drivers and provide clear, concise commentary

• Track operational and commercial KPIs, identifying areas for improvement

• Support the month‑end process with analysis and insight rather than transactional work

Business Partnering

• Work closely with operational and commercial teams to provide financial support and challenge

• Translate financial data into meaningful insight for non‑finance stakeholders

• Support business cases, investment appraisals, and cost‑benefit analysis

• Build strong relationships across the organisation to improve financial understanding

Process & Systems Improvement

• Enhance reporting tools, dashboards, and data quality

• Support automation and standardisation of FP&A processes

• Contribute to continuous improvement initiatives within the finance function

• Assist with system upgrades or BI tool development (e.g., Power BI)

Ad‑Hoc Analysis

• Provide analytical support for strategic projects, pricing reviews, and operational initiatives

• Prepare presentations and insight for senior leadership and board‑level reporting

Candidate Profile

Skills & Experience

• Strong analytical skills with experience in budgeting, forecasting, or management reporting

• Advanced Excel skills; experience with BI tools (Power BI, Tableau) is advantageous

• Experience in a large, multi‑site or services‑based organisation is beneficial

• Comfortable working with large data sets and producing clear, insightful analysis

Behaviours & Attributes

• Curious, proactive, and commercially aware

• Strong communication skills with the ability to influence and challenge

• High attention to detail and strong problem‑solving capability

• Able to work independently while contributing to a collaborative team environment

• Comfortable working in a fast‑paced, evolving business

Qualifications

• Part‑qualified or newly qualified accountant (ACCA, CIMA, or ACA)

• Strong academic background

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