Investment analyst fp&a Work, Jobs in Hatton, War (with Salaries)

Investment Analyst - FP&A
Platform Housing —Birmingham
- £55,029 - £61,143 a year
- Microsoft Excel
- Travel
- IT
- Annual leave
- Employee assistance programme
7d
Financial Planning & Analyst (FP&A)
Workwear Uniform Group —Oldbury
- Full-time
- Microsoft Excel
- Sales
- ERP systems
Quick apply
Financial Planning & Analyst (FP&A)
Workwear Uniform Group Ltd —Oldbury
- Full-time
- Microsoft Excel
- Sales
- ERP systems
Quick apply
Finance Business Partner
Shoosmiths —Birmingham
- Hybrid work
- Business development
- Communication skills
Corporate Planning & Management, Product Owner - Procurement Customer Journey, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Computer Science
- Master's degree
- Analysis skills
- Employee assistance programme
AECOM Advisory - Senior Director (Defence)
AECOM —Birmingham
- Full-time
- Hybrid work
- Management
- Business development
- Bachelor's degree
AECOM Advisory - Senior Director
AECOM —Birmingham
- Full-time
- Hybrid work
- Management
- Business development
- Bachelor's degree

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Investment Analyst - FP&A
Platform Housing —Birmingham
Although home-based, you must be able to travel to our offices in Solihull and Worcester, typically 2–3 times per month.
£55,029 - £61,143 a year
7d

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Investment Analyst - FP&A

Platform Housing -
Birmingham

Apply Now

Job details

Permanent
£55,029 - £61,143 a year
7 days ago

Benefits

Annual leave
Company pension
Discounted gym membership
Employee assistance programme
Employee discount

Qualifications

Financial planning
Microsoft Excel
VBA
IT
Financial services

Full job description

Investment Analyst Financial Planning & Analysis
£55,029 - £61,143 per annum (depending on experience)
Home based with travel to Solihull/Worcester Office 2 – 3 times per month
Permanent, Full Time

Join our team as an Investment Analyst and play a key role in shaping our long-term financial strategy!

We're looking for a forward-thinking Investment Analyst - Financial Planning & Analysis (FP&A) to join our growing dynamic team.

In this high-impact role, you'll work closely with the Head of Strategic Initiatives and the wider Investment and FP&A team to deliver robust, dynamic Long-Term Financial Plans (LTFPs) and provide insightful analysis to support strategic decision-making across the organisation.

You'll bring strong commercial acumen and the ability to take a broad view of the business, understanding how shifting assumptions impact long-term financial sustainability and overall performance.

Some of your key duties will include:

To ensure the LTFP is continuously updated to include the latest financial position and forecasts by working in collaboration with Development, Assets, Treasury and Financial Reporting.
To ensure the LTFP remains robust, compliant with the Group's external Financial Covenants, Financial Golden Rules and meets the core key strategic driver “Strong: Financial Stability”
To perform a range of financial modelling, analysis and ‘what-if' scenarios to support decision making.
To support the preparation of reports and presentations to Senior Management, Executive, Committee and Board.
To support data to the Regulator of Social Housing including collation, validation and accurate timely submission.
Contribute to wider Group projects related to investment strategy and financial planning.

Who are we looking for?

A qualified accountant (CCAB or equivalent) or significant analyst experience
Demonstrable experience in finance / financial services in a large and complex organisation with substantial capital budgets.
Previous Housing sector experience is preferred
Experience of financial planning and analysis in a large complex organisation.
Advanced IT skills, including complex Excel spreadsheets (with VBA), and confidence working with high value projects.
Experience in developing complex and bespoke financial models.
Experience of working with operational managers in a support role and of liaising with people at different levels across the business.
Although home-based, you must be able to travel to our offices in Solihull and Worcester, typically 2–3 times per month.

Some of the great benefits we offer:

Up to 28 days' annual leave plus bank holidays, with options to buy or sell leave
Family-friendly policies, including generous maternity, paternity, shared parental, adoption leave, and 3 days paid urgent domestic leave
Medicash membership with employee assistance programme, discounted gym access, and exclusive discounts
Health Cash Plan worth up to £1,700 per year for dental, optical, physio, and complementary therapies
Pension scheme with up to 12% employer contribution (subject to employee contribution), including life assurance
Learning and development opportunities
Employee reward and recognition scheme, wellbeing hub, and retail discounts

Why Join us?

Be part of a team that's making a difference. Help shape our financial strategy, support business decisions, and contribute to building homes and communities where people can thrive.

How to Apply?

Click Apply Now to complete an online application and upload your Current CV.

If you would like any further information on the role or would like to arrange an informal chat, please feel free to contact the Resourcing team via email: [email protected]

First-stage interviews will be held virtually via MS Teams, and shortlisted candidates will be contacted to arrange a suitable time. Second-stage interviews will be scheduled to take place in person from w/c 6th July.

Early applications are encouraged, as the vacancy may close ahead of the advertised date.

We do not require recruitment agency support at this time - all speculative CV's will be treated as a direct application.

Apply Now

Refine Your Search

investment analyst fp&a jobs in hatton, war

Investment Analyst - FP&A

Financial Planning & Analyst (FP&A)

Financial Planning & Analyst (FP&A)

Finance Business Partner

Corporate Planning & Management, Product Owner - Procurement Customer Journey, Associate, Birmingham

AECOM Advisory - Senior Director (Defence)

AECOM Advisory - Senior Director

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