Junior Financial Planning Analyst

Junior Financial Planning Analyst Job Description Template

Our company is looking for a Junior Financial Planning Analyst to join our team.


  • Implement performance measures that support leadership;
  • Coordinating the budget/forecast cycle;
  • Working closely with the business to provide insightful and commercial commentary;
  • Other ad hoc duties as required;
  • Monthly P&L analysis comparing actuals vs forecasts and budgets;
  • Driving process efficiency;
  • Provide input and support for developing processes and systems;
  • Monitoring, developing and producing of monthly reporting of dashboard/KPIs.


  • 1 – 2 years of previous experience in a similar position;
  • Numerate, Logical, Enquiring, Analytical with the ability to “drill-down”
  • Commercially minded with attention to detail;
  • Experience in financial modelling, what-if scenarios, dynamic inputs;
  • Excel (intermediate level minimum) and spreadsheet modelling is essential;
  • Analytical skills and ability to present financial analysis from a business perspective;
  • Working relevant knowledge of UK accounting;
  • Experience in FP&A / Commercial finance / financial modelling roles;
  • Flexibility and a team player;
  • Proactive with a hands-on approach.