Financial Planning Analyst

Financial Planning Analyst

£37,500 - £47,500 Per Annum

Farringdon or Croydon

What you'll do

Optivo is a growing organisation that is customer and colleague focussed. We are preparing for our forthcoming merger with Southern Housing Group. We are planning the merger to take place in the coming weeks creating a new 77,000 homes organisation.

Do you want to build a career in housing finance? Would you enjoy working in a highly respected and motivated team with great learning opportunities? Are you methodical and proactive? Do you want to help solve the national housing crisis?

If yes, we have the perfect role for you as our Financial Planning Analyst!

As our Financial Planning Analyst, you will help provide a sophisticated, flexible and robust financial analytical resource for the group.

Taking particular responsibility for maintaining the team's knowledge resources including market research of relevant published information group publications, using these to update economic and business forecasts as appropriate.

You will:

• Help the team plan and deliver key financial and regulatory outputs, liaising with other departments to capture up-to-date financial planning data, maintaining information and audit trails to support financial forecasting outputs and decisions.
• Maintain a metrics database to monitor Group performance against key financial indicators including internal 'golden rules', credit ratings agencies financial metrics and lender financial covenants.
• Research relevant publications and economic and market commentary by Regulator of Social Housing, credit ratings agencies, professional advisors and our peers, benchmarking our financial performance and making reasoned recommendations to update our economic and business assumptions and forecasts as appropriate.
• Support knowledge management activities and processes across the team, monthly management reviews of the business; arrange meetings, prepare papers, take notes. Support Brixx software licensing, training and related activities.
• Contribute to an engaged and high performing FP&A team; prioritise tasks to meet key milestones; apply judgement showcasing the highest professional standards, culture of continuous improvement and exemplary Optivo CORE values.

What you'll need

• Professional qualification in accounting, treasury, banking or equivalent (such as ACA, ACCA, CIMA, CF, ACT, ACIB), or commitment to work towards one
• Understanding of key long term financial planning approaches and principles
• Knowledge of financial reporting, financial benchmarking, interpretation and analysis of financial statements and metrics is desirable
• Excellent Excel modelling skills and model discipline
• Prior training to use financial planning software (Brixx) is highly desirable

Closing date: Tuesday 28th December 2022 at 23:59

We reserve the right to close this advertisement early if we receive a high volume of suitable applications.

Depending on the number of applicants we receive we may interview before the advert closing date.

What's in it for you

• Pension
• Life assurance
• Healthcare cash plan
• Eyecare & dental
• Birthday leave
• Retailers discounts
• Cycle to work
• Buy & sell annual leave
• Season ticket loan
• In-house academy & career development
• Flexible working

Inclusion and DiversityAt Optivo we work hard to create a diverse and inclusive culture and environment where people are respected for who they are. Encouraging inclusion is not just about protected characteristics, it's about celebrating differences of thought, opinion, experience and perspective of each individual. We're all different in our own way and we want our colleagues to feel comfortable, that they belong, and are safe to be themselves at work, without fear of being judged or excluded, but valued for their contribution to our One Team approach.