Overview
We are seeking a dynamic Financial Planning and Analysis Specialist to join our team. This role is integral to our budgeting and forecasting processes, providing comprehensive financial planning and analysis support. In this role you will will deliver in-depth analysis, compelling presentations, and insightful commentary on monthly, quarterly, year-to-date, and full-year forecasts and budgets to the CFO's, Executive team, Divisional Finance Directors, and Operations Directors. Key responsibilities include leading and participating in the monthly close process, conducting monthly variance analysis using various reference points and tools, and streamlining the monthly reporting, forecasting, and budgeting processes to enhance efficiency and reduce the workload for business units and their finance partners. If you have a robust background in financial analysis and a passion for process improvement, we encourage you to apply for this exciting opportunity. How you'll make an impact Analyse the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as Revenue, Compensation, Operating Expenses, Growth and Margin Develop financial models and analyse them to support strategic initiatives Assist in the annual budget process including meeting timelines and deliverables, while collaborating with business leads to identify and report key performance indicators To provide analysis and commentary to the Executive group (UK, International and US) on Business Plan; Budget and Forecasts Proactively engage with stakeholders to understand revenue sources and mechanics Develop and continually improve budgeting, financial projections, and forecasting Ability to use and may be required to implement business intelligence tools and dashboard reports Providing analysis of P&L costings and trending analysis Ad Hoc analysis: reporting and presentations Analyse monthly business spend, including but not limited to compensation and vendor/outside spend, and dig into results to find insightful trends or anomalies Support Statutory process, bridging Management Accounts to Statutory Accounts for Budgeting, Forecasting and Actual Reporting About You Commercially focused qualified accountant with post-qualification experience in a reporting/management accounting environment Strong technical knowledge with intuitive analysis ability and excellent written and verbal communication skills Relevant experience in a similar role, seeking to join a progressive organization. Excellent Excel skills Power BI experience desirable Proficient in financial systems Strong interpersonal skills Eligibility to work in the UK Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…