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Financial Planning Analyst




£50,000 to £53,000



Financial Planning Analyst | £50,000 - £53,000 | Permanent | Fully Remote

For the UKs largest not-for-profit social enterprise, we are recruiting two Financial Planning Analysts on a permanent basis - one focusing on long-term planning, the other on financial modelling. Both roles working closely with finance business partners and operations teams, and will develop, implement, and review commercial bids and acquisitions - providing insight to senior leaders on value drivers to inform decision making around bidding strategy and financial planning. The roles will suit someone keen to develop their career within long-term planning, modelling, commercial tendering, and bidding and will suit strong relationship builders from either the commercial or social enterprise sector.

Main Duties:

  • Deliver financial and commercial analytics, and modelling, focusing on new business development, bidding and tendering
  • Implement best practices in modelling and business development processes across the group
  • Utilise modelling standards such as FAST, F1F9, Mazard, Smart, ICAEW Modelling Code, Operis, or BPM.
  • Summarise and present complex opportunities and risks for senior management decision-making
  • Build and maintain strong relationships across finance, operations, and business development teams
  • Support wider team in annual budgeting and long-term forecasting
  • Support the Senior Financial Planning Analyst and business leaders in developing and implementing strategy

Person Specification:

  • Finance background or relevant degree, or FMVA, BIDA Financial Modeller / Data Analyst
  • Familiarity with modelling standards such as FAST, F1F9, Mazard, Smart, ICAEW Modelling Code, Operis, or BPM.
  • Experience or interest in working in commercial bids, deals, or transactions
  • Financial modelling and due diligence experience either at degree level or from within professional services
  • Ideally, experience with financial modelling of large-scale contracts, pricing schedules, and business cases
  • Ideally, experience of medium and long-term financial planning, costing and option / investment appraisals
  • FP&A, budgeting, and forecasting experience
  • Advanced Excel, ideally VBA


As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.