PROFESSIONAL SERVICES RECRUITMENT - The best appointment you'll make

Planning & Reporting Manager - Edinburgh

£45,000 - £65,000 - Financial Services - Qualified Accountancy & Finance
Ref: 2384 Date Posted: Monday 09 Sep 2024

W&A is partnering with a financial services business based in Edinburgh to help source a Planning & Reporting Manager. 

Our client operates with a hybrid approach with two days per week required in the office. 

The role holder will have exposure to senior management and Executive stakeholders with a key focus on delivering management reporting and forecasting used to support discussions on the business performance and outlook. 

A key outcome of this role is helping to shape and standardise the planning outputs of the business. 

This is an excellent opportunity for a self-starter with a growth mindset to help improve the cost base of the business. Our client encourages career development and provides opportunities to move within the finance function. 

Role Profile: 

  • Produce month end reporting for Executive Committee.  

  • Run the timeline and coordination of the Budgeting & Forecasting cycles.  

  • Coordinate the finance team input to rolling forecast and full year outlook performance.  

  • Provide ad-hoc analysis support across the decision support teams. 

  • Maintain and renew a knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.  

  • Work with data and technical teams to align on any accounting standard impacts to reporting.  

Requirements:   

  • Professional accountancy qualification.  

  • Financial planning and forecasting experience.  

  • Previous background in a similar role 

  • Proficient user of MS Excel and PowerPoint.