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Planning & Reporting Analyst

  • Location

    Milton Keynes

  • Sector:

    Technology, ICT & Telecoms

  • Job type:

    Permanent

  • Salary:

    40000 - 40000

  • Job ref:

    DR 313314

  • Published:

    24 days ago

  • Expiry date:

    05-08-2021

  • Client:

    ICAEW

Job Title: Planning and Reporting Analyst

Location: Milton Keynes

Nature of Contract: Permanent

Full time permanent

Salary Up to £40 000

Join our team.

Be part of a fantastic team leading the way in training authorisation for employers of the next generation of Chartered Accountants.

Responsibilities

  • Be the expert on all metrics of our business, including financial and non-financial planning, reporting and analysis.
  • Work with the business to design and develop KPIs and PIs reporting, including actual against target reports.
  • Full life-cycle project involvement: working with a wide variety of stakeholders throughout the business to identify and propose new model builds; turning these plans into designs; building and supporting implementation of models.
  • Provide analytical support and insights to the business units on revenue and cost drivers (i.e., Student and Member metrics)
  • Modernising processes and developing automation and systems to achieve greater efficiency and transparency.
  • Continually develop the relationship between finance and the wider business providing stronger engagement and improved communication with non-finance teams
  • Ad hoc project delivery, process development and optimization as it relates to areas of driver-based models, pricing or operational efficiency.
  • Support review and streamlining of the Institute’s existing reporting suite.
  • Specific duties will vary from time to time in line with the business needs.

Requirements

Candidate Profile

  • 3+ years’ experience of working within an analysis or accounting function pulling together financial and/or non-financial reporting.
  • Strong understanding of the challenges of working within a multi-channel business – multiple currencies, products, business models.
  • Practical model builder with examples of successful model implementations and strong skills and experience in Excel. Experience with multi-dimensional data and reporting tools is a big advantage.
  • Understanding of data warehouses, SQL and cubes desirable
  • Strong knowledge of financial and accounting principles, including the relationship between the three financial statements. Professional qualification (ACA, ACCA, CIMA) is desirable - Part Qualified Accountants welcome to apply
  • Analytical mindset - the ability to analyse data at a high level of detail but also to be able to step back and see the bigger picture. Ability to adapt to changing situations and requirements.
  • Passion for learning
  • Data driven with a commitment to process improvement.
  • A clear and confident communicator able to convey recommendations and opinions to both senior and junior stakeholders with a high degree of professionalism and integrity.
  • Confidence to challenge the status quo and offer recommendations.

ICAEW values – for all employees

The 3 i’s are the values that drive everyone’s attitude and approach to working at ICAEW. They help us to collaborate, innovate and be an agile organisation.   

Initiative

• Actively collaborate to identify needs and look for innovative solutions.

• Bring together different groups and communities to work together.

• Empower people to be agile, so they can take ownership and harness the collective efforts of ICAEW in a flexible and responsive way.

Insight

• Actively gather insights to develop innovative and considered thought.

• Collaborate with our networks to voice different perspectives and insights internally and externally, to stimulate discussion and debate.

• Be agile in finding new and timely ways to provide understanding and insight to our members, organisations, and government.

Integrity

• Act with transparency, consistency and openness as integrity underpins everything we do.

• Stand by your principles to adhere to the highest professional standards even when facing adversity.

• Do the right thing, even when no one is looking.

Our department: Financial Planning & Analysis Team

The Financial Planning and Analysis (FP&A) team support ICAEW through the production of reporting and analysis on a regular basis. These are produced on a weekly, monthly, quarterly, and annual basis as well as an ad-hoc basis to service the needs of all areas of the ICAEW and its related group entities and other associated bodies.

Not the role for you?

We often have other roles we are recruiting for and we’re always interested to hear from people, particularly if you have experience in accountancy practice, the legal and regulatory sector, or digital skills. Please visit our job portal for the latest opportunities.

Why work at ICAEW?

At ICAEW we offer a comprehensive benefit package which enables our employees to choose from a range of options including:

24 days holiday, increasing with service and the ability to buy or sell holiday.

Group personal pension plan with an employer contribution of 9%,

An additional day off at Christmas

Gym discounts

Dental Plan

Potential to work from home and our offices.

Season ticket travel loans

As well as offering employee benefits, we truly believe in creating a diverse and empowering culture where our teams can thrive and be themselves. We support sustainability, corporate and social responsibility campaigns and encourage our employees to take a day to work for a cause of their choice, or to work collaboratively as a team in doing this. We nominate and support two charities every year and run all manner of events to raise money. Our active social committees provide fun events ranging from the seasonal parties to quiz nights and bowling tournaments.

Here are just a few of the initiatives we run to fly the flag for employee well-being, equality, and diversity:

CABA

CABA supports the well-being of ICAEW Chartered Accountants, ACA students and ICAEW members of staff – helping them through challenging times and also offering guidance for personal development.

Whenever you contact CABA, you will be assigned a highly trained adviser who will devise a bespoke programme of practical, emotional and financial support to address and resolve your situation. Any information provided will be held in the strictest confidence. Please visit caba.org.uk for more information.

Together Community

Our LGBT+ network, the Together Community, aims to create an open, progressive, and informed working environment to support ICAEW's employees and stakeholders. They provide regular meetings and activities, and act as a point of contact for LGBT+ employees and allies for related issues.

Embrace Community

Our Diversity and Inclusion network, embrace, creates a supportive working environment for all our colleagues while also encouraging employees to understand the needs of individuals across our organisation. It helps us to understand our individual differences, so we can support each other with respect. If you’re interested in our work around inclusion and these communities please visit: https://www.icaew.com/insights/diversity-and-inclusion and also our Instagram feed.