Financial Planning Officer

Job Description

We are seeking a detail-oriented Financial Planning Officer to join our finance team in Leeds. The ideal candidate will possess a strong background in financial analysis, budgeting, and forecasting, playing a vital role in shaping our financial strategies and advising on investment opportunities.

Responsibilities

• Lead financial modelling projects and provide actionable insights.
• Coordinate the preparation of quarterly and annual financial statements.
• Develop and maintain robust forecasting models for business units.
• Engage with stakeholders to present financial results and recommendations.
• Proactively manage financial risks and identify contingency plans.
• Facilitate training sessions for the finance team on financial systems and tools.
• Continuously seek process improvements within the finance function.

Requirements

Education

• Bachelor's in Economics, Finance, or Business
• Professional certifications such as CFA or equivalent

Experience

• 5+ years of experience in financial analysis, forecasting, or financial planning

Technical Skills

• Financial Reporting
• Investment Analysis
• Forecasting Tools

Soft Skills

• Strategic Thinking
• Team Leadership

Certifications

• CFA Level 1

Languages

• English: Fluent

Advantageous

• Proficiency in financial software: Experience with financial planning and analysis software like Hyperion or Adaptive Insights.
• Experience in project finance: Background in managing project financing and evaluations.

Benefits

• Comprehensive health, dental, and vision plans
• Professional development opportunities
• Wellness initiatives and support
• Work-life balance with flexible hours

Company Culture

• Inclusivity: We are committed to fostering an inclusive environment where everyone feels valued and respected.
• Work-Life Balance: We prioritize a healthy work-life balance, understanding our employees' personal commitments.
• Transparency: We promote a culture of transparency and open communication across all levels.