Financial Planning Analyst

About Incedo

Incedo is a US-based consulting, data science and technology services firm

work with industry leading client organizations, deep technology and domain experts, and global teams

Role Description & Responsibilities: FP&A analyst

We have an exciting opportunity for an experienced financial professional to join the global Finance team as an FP&A Lead. The individual will support the Head of FP&A and contribute to managing and enhancing financial planning and analysis activities across the firm. The role is dynamic, requiring both repeatable, structured tasks and the flexibility to adapt to evolving business needs.

Key Responsibilities

• Recurring Reporting Activities:

• Prepare and roll over financial schedules, including monthly reporting, quarterly group reporting, board reporting, and cash flow reporting.
• Collect inputs from the finance team to update models, such as bank balances and material cash flow changes.
• Generate and distribute cost centre reports with minimal oversight.

• Budgeting and Forecasting:

• Assist with budget and forecast processes, including preparing and consolidating templates and submissions.
• Produce outputs to support variance analysis and trend analysis.

• Analytical Support:

• Perform basic variance and trend analysis to identify risks and opportunities.
• Create user-friendly outputs, such as pivot tables and charts, for key stakeholders.

• Finance Transformation Support:

• Contribute to the development and improvement of reporting frameworks and cost centre reports as part of the finance transformation program.
• Identify opportunities for efficiency and process enhancements.

• Flexibility and Ad Hoc Projects:

• Adapt to evolving business needs, supporting ad hoc analyses and project requests.
• Collaborate with the Head of FP&A to navigate new processes and initiatives.

Attributes / Required Skills

We are looking for a commercially minded, proactive, and motivated team player with strong financial acumen and excellent analytical skills.

Qualifications and Experience:

• Bachelor's Degree or higher in Finance, Accounting, or a related field
• 2-4 years of experience in financial planning and analysis, accounting, or a related field.
• Advanced proficiency in Excel, including pivot tables, charts, and basic data manipulation.
• Advanced proficiency in building PowerPoint presentations and creating budgeting decks.
• Familiarity with budgeting, forecasting, and financial reporting processes.
• Experience in or knowledge of finance transformation initiatives is a plus.
• Prior experience of working in SAP is preferred.

Skills and Competencies:

• Analytical mindset with the ability to identify trends and risks.
• Strong communication and interpersonal skills, with the ability to interact with stakeholders across all levels.
• Ability to work independently while managing multiple priorities in a fast-paced environment.
• Flexible and adaptable to new challenges and priorities.
• Flexibility to work in UK time zone.
• Prior experience to work into third party client set-up
• Experience managing project work with tight deadlines and working in a fast-paced environment

We are an Equal Opportunity Employer

We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Regards,

HR Team