Senior Financial Planning and Reporting Analyst

About the role

As a Senior Financial Planning and Reporting Analyst at Bamboohr, you will play a pivotal role in shaping the financial strategy of our organization. This position is ideal for a detail-oriented professional with a strong background in financial analysis and reporting. You will collaborate closely with various departments to ensure accurate financial forecasting and reporting, thus enabling informed decision-making. Your expertise will contribute to the continuous improvement of our financial processes and systems, ensuring that we remain at the forefront of the industry.

Key facts

What you'll do

• Develop and maintain comprehensive financial models to support strategic planning and decision-making processes across the organization.
• Prepare detailed monthly, quarterly, and annual financial reports, providing insights into variances and trends to senior management.
• Collaborate with cross-functional teams to gather data and insights necessary for accurate financial forecasting and budgeting.
• Conduct in-depth analysis of financial performance, identifying areas for improvement and recommending actionable strategies.
• Assist in the preparation of annual budgets and forecasts, ensuring alignment with the company's strategic objectives.
• Monitor key performance indicators (KPIs) and financial metrics, providing regular updates and insights to stakeholders.
• Support the finance team in the implementation of new financial systems and tools, ensuring seamless integration and user adoption.
• Participate in ad-hoc financial projects and analyses as required, contributing to the overall financial health of the organization.
• Ensure compliance with financial regulations and standards, maintaining the integrity of financial data and reporting processes.
• Provide training and mentorship to junior analysts, fostering a culture of continuous learning and development within the finance team.
• Work closely with external auditors during the annual audit process, ensuring timely and accurate completion of all required documentation.
• Engage in continuous improvement initiatives to enhance financial reporting processes and tools, driving efficiency and accuracy.

Requirements

• A bachelor's degree in Finance, Accounting, or a related field; a master's degree or professional certification (e.g., CFA, CPA) is preferred.
• A minimum of 5 years of experience in financial planning, analysis, or reporting roles, preferably within a corporate environment.
• Proficient in financial modeling and analysis, with a strong understanding of financial statements and reporting standards.
• Advanced skills in Microsoft Excel and familiarity with financial software tools; experience with ERP systems is a plus.
• Excellent analytical and problem-solving abilities, with a keen attention to detail and accuracy.
• Strong communication skills, both verbal and written, with the ability to present complex financial information clearly to non-financial stakeholders.
• Proven ability to work collaboratively in a team-oriented environment, managing multiple priorities and deadlines effectively.
• A proactive approach to identifying issues and implementing solutions, demonstrating initiative and resourcefulness.

Nice to have

• Experience in the technology or telecommunications sector, providing valuable insights into industry-specific financial practices.
• Familiarity with data visualization tools (e.g., Tableau, Power BI) to enhance reporting capabilities.
• Knowledge of international financial regulations and compliance standards, particularly for companies operating in multiple jurisdictions.

Skills & tools

• Financial modeling and forecasting
• Budgeting and variance analysis
• Financial reporting and compliance
• Microsoft Excel (advanced)
• ERP systems (e.g., SAP, Oracle)
• Data visualization tools (e.g., Tableau, Power BI)
• Strong analytical and problem-solving skills

Practical notes

• The position is based in Bracknell, Berkshire, and may require occasional travel for meetings or training sessions.
• Salary details are competitive and commensurate with experience, with additional benefits that reflect the company's commitment to employee well-being.
• Bamboohr is an equal opportunity employer and welcomes applications from all qualified candidates.
• Visa sponsorship may be available for exceptional candidates who require work authorization in the UK.

Join Bamboohr as a Senior Financial Planning and Reporting Analyst and contribute to our mission of delivering exceptional financial insights that drive strategic growth. If you are ready to take the next step in your career and make a significant impact within a dynamic organization, we encourage you to apply today.