Financial Analyst

$50,636 - $63,295 yearly
  • CV Library
  • YO24, York, City of York
  • Mar 22, 2024
Permanent Experience: Qualified Accountant Location: Hybrid Role: Entry Level Status: Partnership

Job Description

The Business & Opportunity: Lyons Recruitment are delighted to be working in exclusive partnership with an exciting owner-managed SME, operating in the renewable energy sector. They are passionate and driven in accelerating green energy alternatives in light of the current global energy crisis. With recent investment from venture capitalists, this is a fantastic opportunity to join when they are at the cusp of something very exciting with realistic growth plans. As the Financial Planning Analyst, you will play a critical role in supporting strategic decision-making processes by providing insightful financial analysis, forecasting and planning. You will also act as a key Business Partner with regular liaison at high level including the CEO, Finance Director and Project Managers. As a newly created role, this is a genuine opportunity to make a real impact in the business future plans as they continue to grow. They offer a truly flexible and hybrid approach, where you will be based at their office in the Centre of York at least twice per week in a non-corporate and sociable environment. Specific Requirement: With this being a newly created opportunity, you will have some freedom to tailor it as you wish, but within the following framework… * Financial Analysis: Conduct comprehensive financial analysis to support business decisions, including variance analysis, trend analysis, and scenario modelling. / Analyse key performance indicators (KPIs) and financial metrics to identify trends, opportunities, and risks. / Provide actionable insights and recommendations based on financial analysis to drive business performance. * Budgeting and Forecasting: Assist in the development and maintenance of annual budgets and forecasts. / Collaborate with department heads to understand budget requirements and assumptions. / Monitor budget performance and provide regular updates to management on variances and trends. * Financial Reporting: Prepare and distribute accurate and timely financial reports, including monthly/quarterly management reports, budget vs. actual analysis, and ad-hoc reports as needed. / Ensure compliance with accounting standards and company policies in financial reporting. / Work with other members of the finance team to deliver financial reporting as necessary. * Business Partnering: Partner with cross-functional teams to provide financial insights and support decision-making. / Work closely with business leaders to develop financial reporting and business cases for new initiatives or investments. * Process Improvement: Identify opportunities to streamline financial processes and enhance efficiency. / Recommend and implement improvements to financial planning and analysis tools, systems, and methodologies. Skills & Experience required: * Qualified CIMA/ACMA/ACA/ACCA. (Non-qualified or Finalists may also be considered if you possess suitable experience and/or a relevant degree in Finance, Accounting or Economics). * Experience in financial analysis, preferably in a similarly complex organisation. * Project finance skills will prove hugely advantageous. * Strong analytical skills with proficiency in financial systems and Excel. * Excellent communication and presentation skills, with the ability to distil complex financial information into clear and actionable insights. * Ability to work effectively in a fast-paced environment and manage multiple priorities. * Experience with financial planning software and reporting systems (preferably Power BI or Hyperion) will prove useful . What’s on Offer: * A starting salary of between £40,000 - £50,000 depending on experience. * Annual Bonus. * Healthcare for entire family. * 25 days annual leave (plus public holidays), increasing with length of service. * A truly hybrid approach, as long as you’re able to attend the York office at least twice per week. Next Steps: Interviews are to be conducted imminently; hence you are advised to apply at your earliest convenience. N.B. Lyons Recruitment have been strictly retained on an exclusive basis, hence any direct or other agency applications will be disregarded In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $50,636 to a maximum of $63,295. In British Pounds it has a minimum of £40,000 to a maximum of £50,000. In Australian Dollars it has a minimum of $77,053 to a maximum of $96,316.


Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

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Relationship Building

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Analysing and Reporting Performance

This module has been specifically designed to help finance team members identify the key metrics that are needed to manage performance across the business and turn these into a powerful set of KPIs that can be reported on dashboards scorecards and board reports.

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Business Partnering

This course teaches you the ten roles of Business Partnering. You will benefit from written narrative videos and podcasts produced by experienced CFOs and professional mentors who share valuable first-hand experience regarding the challenges of supporting the wider business and making a positive impact.

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Optimising Processes

During this course we discuss how finance teams can map out simplify and standardize processes and apply Lean Six Sigma principles to reduce waste. We cover automation and outsourcing and how you can benefit from Optical Character Recognition Robotic Process Automation Digital Transformation and Artificial Intelligence.

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Governance and Control

The CFO plays a key board member role towards strong governance and holding others accountable for their actions. This course helps you to understand governance risk management compliance closing the books and treasury; and improve your skills for simplifying automating and shortening your financial close process.

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Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

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Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

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