Financial Planning Analyst

Interim Finance Recruitment Solutions

Permanent Financial Planning Analyst Required

Location: Portishead (Predominantly Remote Working)

Contract Type: Permanent  

Hours: 37 hours (Mon-Fri)  

Salary: £50,000 - £52,450

Ref: 70698

Our client a highly respected Housing Association in the Southwest are looking to bring in a part qualified Accountant to come in as a Financial Planning Analyst to own and be the go-to person for all things Financial Planning. The plan is a financial translation of everything we do and so you’ll be collaborating with most parts of the business.

Responsibilities include:

• Applying the plan to gauge viability of business planning and head room capacity in respect of liquidity, loan covenant, Golden Rule compliance, development, and other business improvements
• Cash flow forecasting and reporting to lenders and regulators
• Keeping the Executive team, Board, Lenders, Regulator and Rating Agency up to date regarding the plan
• Work alongside the Treasury Business Partner to provide a diligent end-to-end accounting and finance service to the development team for new development projects, from conception to completion
• Maintain and update a Financial Plan that provides long-term financial projections for the association
• Stress and mitigation test the Financial Plan
• Test Financial Plans for borrowing and development capacity as well as Loan covenant and Financial Golden Rule compliance and capacity
• Ensure that accurate and timely regulatory financial returns are made to the Regulator of Social Housing
• Uphold Alliance internal control systems including standing orders etc.
• Regularly contribute to monitoring and reporting on Alliance’s performance
• Executive, Board and Regulator reporting
• Work with the Treasury Business Partner to provide a diligent end-to-end accounting and finance service for the development team

Essential Skills:

• ACA/ACCA/CIMA Part Qualified
• Strong Knowledge of Microsoft Excel
• Experience using BRIXX software
• Experience within a Housing Association preferable

To apply for this role or to find out about other Housing jobs, please contact Peter Roberts or Max Clifford from the Bristol Finance Recruitment Team on 01179 308760 or proberts@venngroup.com

Venn Group is an equal opportunities employment business and employment agency and welcomes applications from all candidates.