Financial Planning Analyst

Birmingham Source: WhatJobs

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This range is provided by Trinity House Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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Business Manager | Finance -

Are you a newly qualified accountant ready to step into a commercially focused, fast-paced environment? This FP&A Analyst role offers the chance to work at the heart of a high-growth SaaS business, partnering directly with teams across the organisation and influencing strategic decisions with insight-driven analysis.

This is a brilliant opportunity for someone with an eye for detail who also thrives on seeing the bigger picture – turning data into stories and numbers into action.

Job Summary

As FP&A Analyst, you’ll play a key role in delivering insightful reporting and analysis to support business growth. Sitting within a dynamic, forward-thinking team, you’ll collaborate closely with senior stakeholders – acting as a trusted advisor and commercial voice within finance.

This role is perfect for someone who is naturally curious, highly analytical, and looking to grow within a fast-paced and ever-evolving SaaS environment.

Key Responsibilities

Reporting & Metrics : Prepare regular financial reports, dashboards, and SaaS performance metrics for internal and external stakeholders.
Variance Analysis : Perform monthly variance analysis on key P&L items, identifying trends, risks, and opportunities.
Budgeting & Forecasting : Support the preparation of annual budgets and long-term strategic plans.
Business Partnering : Work closely with Sales, Marketing, and Operations to understand drivers of performance and support decision-making.
Data Analysis : Translate financial and operational data into actionable insights that drive efficiency and profitability.
Process Improvement : Support the evolution of FP&A tools, processes, and reporting capabilities.
Ad Hoc Projects : Involvement in strategic initiatives including pricing reviews, marketing analysis, and performance deep-dives.

About You

Qualified Accountant (ACA / ACCA / CIMA) with 1–3 years’ experience in an FP&A or related commercial finance role – ideally within SaaS or a fast-paced industry
Advanced Excel and financial modelling skills; experience with tools like Power BI or Tableau is a plus
Strong analytical mindset with the ability to simplify and communicate complex data
Highly accurate and detail-focused, with an ability to manage multiple priorities
Excellent communicator – able to build relationships and influence across functions
Proactive problem-solver with a process improvement mindset
Collaborative team player with a positive, can-do attitude

What’s in it for you?

Hybrid working for better work-life balance
Company pension scheme
Regular team events , vibrant office culture, and a truly collaborative environment

If you're ready to move into a commercially impactful role where your insights will help shape business direction, let’s chat.