About the Role
Fullerton Group is looking for a Financial Planning & Analysis (FP&A) Assistant. We are a circa £85m turnover business who’s the largest provider of Hospitality Security in the UK and a prominent player in the Guarding & Events security space.
This is an exciting opportunity for an experienced finance professional to join a company growing both organically and through further acquisitions. This role will be based in Leeds as part of the Group’s finance team of circa 20 colleagues. It will report directly to the Finance Manager and will be involved in the annual budget process, forecast updates, and the provision of meaningful and timely financial information and analysis to the finance and operational teams.
Key Responsibilities
Reporting & Analysis
- Preparation of monthly management accounts packs, including variance analysis against budget and prior year
- Consolidation of entity-level P&Ls into group reporting
- Observance of the monthly reporting timetable by chasing of inputs from finance / operational teams
Budgeting & Forecasting
- Support to the annual budgeting process — building and maintaining templates, collating submissions, and sense-checking inputs
- Involvement in the production of rolling reforecasts, incorporating actuals to date and updated assumptions
- Involvement in scenario and sensitivity modelling to support decision-making
Business Partnering Support
- Preparation of financial commentary and supporting schedules for operational managers
- Ad hoc analysis to support commercial decisions (e.g. accrued holiday status, sickness reporting, headcount trends)
- Attendance at operational review meetings to capture financial queries and follow up
Systems & Process
- Maintenance of financial models and Excel-based tools used in the reporting cycle
- Support to finance system development and data integrity work
- Assistance with process improvement initiatives across the finance function
General
- Cover and support across the wider finance team during peak periods
- Document management and maintenance of the finance shared drive / document repository
Essential Skills & Experience
- Preferred candidate will be either working towards or contemplating CIMA or equivalent.
- 2-3 years management accounting and/or analysis experience is preferred.
- Exposure to T&A Operations systems and a knowledge of Power BI would be an advantage.
- Experience of, or a healthy interest in, the application of AI to solve business challenges would also be an advantage.
- Strong IT/excel and reporting skills, analytical minded with attention to detail.
- Ability to convey financial information clearly to non-financial individuals.
- Ability to prioritise tasks to meet deadlines, especially during month-end and take responsibility for own workload.
- Maintain accuracy while managing complex financial data.
- Address discrepancies or issues with a proactive and solutions-oriented approach.
- Respond positively to changing priorities and ad hoc tasks.
- Manage sensitive financial information with discretion and integrity.
- Proactive and self-motivated to complete tasks to a professional standard.
- Ability to work independently.
- A naturally positive & friendly attitude.