Financial Planning & Reporting Analyst

OakRock is working exclusively with a large, successful business to recruit a Financial Planning & Reporting Analyst to join its established finance team.

This is a broad and commercially focused role with a particular emphasis on working capital, financial reporting and stakeholder engagement.

You’ll work closely with Finance Business Partners and stakeholders across the organisation, using financial information to understand performance, challenge existing processes and help drive improvements. You’ll also have the opportunity to work on ad hoc projects directly for the CFO.

As Financial Planning & Reporting Analyst, your responsibilities will include:

• Producing monthly reporting packs, providing clear insight into performance, key trends, variances, risks and opportunities.
• Taking a key role in working capital analysis, improving visibility of performance and working with stakeholders to challenge and track improvement initiatives.
• Supporting month-end reporting and the consolidation of monthly EBIT performance.
• Supporting the annual budgeting and forecasting processes, including analysis of business inputs and preparation of reporting packs.
• Providing analysis of overheads, margins and other key areas of financial and operational performance.
• Producing meaningful KPIs and financial analysis to support better business decision-making.
• Working closely with Finance Business Partners and other stakeholders to investigate performance and provide actionable insight.
• Supporting ad hoc analysis and projects for the CFO and wider senior finance team.
• Identifying opportunities to improve the efficiency, accuracy and quality of financial reporting and month-end processes.

We’re looking for someone who combines strong analytical capability with the confidence to communicate effectively with stakeholders.

You’ll ideally have:

• Previous experience in a financial analysis, FP&A, management accounting or commercially focused finance role.
• Experience of working capital, including understanding the drivers of performance and identifying opportunities for improvement.
• Good experience of management reporting, budgeting and forecasting.
• Strong analytical and problem-solving skills, with the ability to turn financial data into meaningful insight.
• The confidence to engage with stakeholders, ask questions and appropriately challenge performance and processes.
• Advanced Excel skills.
• Experience using an ERP or financial reporting system.
• A proactive approach and an interest in improving processes rather than simply producing reports.

This is an excellent opportunity for someone looking to develop their experience across FP&A and commercial finance, with significant exposure to an experienced Finance Business Partnering team and senior finance leadership.