Financial Planning & Analysis – Analyst

Job title: Financial Planning & Analysis – Analyst

Company: Foresters Financial


Job description: As our Financial Planning and Analysis (FP&A) Analyst you will be based within the FP&A team, helping to drive ambitious growth plans during a period of transformative business strategy.The role encompasses core Financial Planning and Analysis responsibilities (such as supporting analysis and reporting of the Company’s performance, key parts in budgeting and presentations for high level stakeholders), it is also unique in providing key support to the new and evolving ESG department, helping to design, embed and execute new processes in close collaboration with senior stakeholders.This is an excellent opportunity to gain experience under a senior structure, gain exposure to investment and insurance business as well as ESG, improve materially to business processes, and play a visible role in execution of company strategy objectives.Your day to day will include:

• Prepare monthly and quarterly management information packs, for both financial and Environmental, social and governance (ESG) data.
• Quantitative analysis of results and performance, writing supporting narrative, for both financial and ESG data.
• Resolution of ad hoc work and solving data problems.
• Assist in managing timetables for monthly, quarterly and year end reporting.
• Drive continuous improvement, reviewing and streamlining processes as required.
• Communicate and collaborate with a range of business functions to collate ESG data, including with group colleagues in Canada.
• Respond to ad hoc ESG data requests.
• Supporting functions outside of FP&A, using Excel

Working hours are 35 hours a week Monday to Friday. Start times are flexible from 8.00am to 9.30am. After a successful training period there is flexibility to work from home for 2/3 days a week.What we require

• Experience in a similar role e.g FP&A, Data Analytics.
• Excellent data analysis skills.
• Excellent eye for detail
• Strong Excel and Powerpoint skills
• Self-starter, inquisitive with drive to follow up on issues or problems.
• Ability to work collaboratively.
• Good Communication skills.
• Ability to use Power BI to drive efficiencies would be a bonus.

What we offer you

• Basic salary up to £40,000 per annum
• Discretionary annual bonus dependent on your performance and company performance provided you are employed on bonus payment date.
• Annual holiday allowance of 25 days holiday plus bank holidays
• Life Assurance (based on pensionable earnings)
• Generous contributory Pension scheme
• Season Ticket Loan
• 1 days paid charitable workday
• Employee Assistance Programme

Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

Expected salary: £40000 per year

Location: Bromley, Greater London

Job date: Wed, 04 Jun 2025 02:35:17 GMT

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