Senior Analyst - Planning and Reporting

The role will be expected to support the FPA team in providing reliable, timely and value-add analysis in respect of the regular reporting and planning cycles as well as ad-hoc analysis on new initiatives. At the same time, the role will drive a deeper understanding of the FPA Team, helping to explain and analyse performance as well as identification of risks and opportunities. This will include a greater focus of key performance drivers, such as Pipeline, Client Revenue and Profitability Headcount

Job Description:

Main Responsibilities

• Regular routine activities
• Co-ordinate and communicate all FPA requirements to the Service Line Teams ensuring timely submissions and support as necessary
• Managing Budgeting, Forecasting and Actual Month End both PL and NWC and performing variance analysis, trending analysis and share business narratives including visualisations
• Follow-up with the Service Lines to ensure any actions are followed up and implemented
• Review and analyse Pipeline trends, identifying risks or opportunities, with reference to Salesforce
• Review and analyse Headcount trends, identifying risks or opportunities and driving alignment to Workday
• Ensure changes to FPA requirements are fully understood and adopted by the Service Lines
• Support UKI FPA and Commercial Finance team in preparation of analysis and presentation material, including extracting and analysing data in response to any ad-hoc analysis
• Support the external audit process in providing analysis on the FPA Team
• Development improvement activities
• Managing SQL database and working towards streamlining and making the data collection process more efficient
• Managing building PowerBI dashboards; exploring opportunities to create further value add reviews
• Drive user usage of SAC, across the Service Lines and target go to resource for core financial analysis
• Exploring and driving improvements in data automation and analysis through use of AI or other tech led solutions for efficiency
• Link into Client Profitability project to improve accuracy of underlying data and utilise outputs to identify opportunities

Professional Skills

• MBA/ Finance graduate with 6-9 years in Reporting and FPA
• Experience of BI, Planning Consolidation Systems
• Experience with SQL for querying and managing financial models, reports, and dashboards using Power BI, SQL, and Excel large financial datasets; ability to integrate data sources for enhanced reporting
• Proficiency in Power BI, including DAX and data modeling, for building interactive dashboards and financial reports
• Demonstrable experience of informed review and analysis of results and forecasts
• Ability to clearly present work and analysis
• Problem-solving and analytical mindset
• Proactive approach and able to show initiative
• Excellent communication skills, confident with working across functions and levels
• Able to rapidly adapt to changing UKI environment as well as wider Group landscape and requirements
• Advanced Excel and Modelling skills

Skills Required
Automation, Financial Analysis