Investment FP&A Analyst

Investment FP&A Analyst

Location: Atherstone
Salary: Up to 48,500 + Excellent Benefits
Contract: Permanent
Working Pattern: Hybrid (3 days office, 2 days home)

The Opportunity

Gleeson Recruitment Group are partnering with a large and well-established organisation to recruit an Investment FP&A Analyst into a high-performing finance team.

This is an excellent opportunity for a commercially focused finance professional who enjoys turning data into meaningful insight and influencing key business decisions. Working closely with senior stakeholders, you will provide financial analysis, forecasting and decision support across a range of strategic projects and investment initiatives.

Offering broad exposure across the business, this role is ideal for someone who enjoys partnering with operational teams, challenging assumptions and supporting long-term planning through robust financial analysis.

Key Responsibilities:

• Provide financial analysis and insight to support strategic decision-making.
• Develop and review business cases, investment proposals and project evaluations.
• Support budgeting, forecasting and long-range planning processes.
• Monitor project and investment performance against plans and forecasts.
• Analyse financial and operational data to identify trends, risks and opportunities.
• Produce clear and meaningful management information for senior stakeholders.
• Build strong working relationships across multiple business functions.
• Support continuous improvement initiatives and enhancements to financial reporting.

Skills & Requirements:

We are keen to speak with candidates who have experience in roles such as:

• Commercial Finance Analyst
• Financial Analyst
• FP&A Analyst
• Finance Business Partner
• Management Accountant

You will also have:

• Strong budgeting and forecasting experience.
• Financial modelling and analytical skills.
• Experience preparing business cases, investment appraisals or project analysis.
• Exposure to CAPEX, operational expenditure or investment-focused financial evaluation.
• Advanced Excel skills and strong data analysis capability.
• Excellent communication and stakeholder management skills.
• A proactive approach with the confidence to challenge and influence where required.
• Part-qualified, finalist or qualified ACA, ACCA or CIMA status would be advantageous.

Benefits & Package:

• Salary up to 48,500
• Hybrid working model (3 days office, 2 days home)
• Excellent benefits package
• Exposure to senior leadership and strategic business projects
• Clear opportunities for career development and progression
• Modern offices based in Atherstone, Warwickshire

To apply for the Investment FP&A Analyst position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however please feel free to get in touch if you would like any further information about your application.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
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