Spence & Partners
Financial Planning Analyst
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About Us
3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.
The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.
The 3173 Culture
Our primary aim is to provide interesting, worthwhile and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors.
We are defined by our ethos and by our goal:
Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work.
We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.
About You
This role within our Finance Department will support our group of businesses across the UK. This role will report directly to the Interim FP&A Lead and will work collaboratively with the wider Finance team and senior stakeholders within the wider 3173 Group.
As with all our group supporting roles, you will be working in a fast-paced environment with multiple priorities and ongoing deliverables. It is an exciting time to join our group of businesses as we are developing and expanding in a number of strategic areas. This role will play a key role in delivering against our growth strategy for the 3173 Group while managing risk and adding commercial insight.
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You will be a qualified accountant or recently qualified finance professional with post-qualification experience gained within a commercial finance environment. You will support budgeting, forecasting, management reporting and business performance analysis while developing financial models and business insights. Advanced Excel skills are essential, and experience with Power Query, Power Pivot and Power BI would be advantageous.
Responsibilities & Criteria
Your Responsibilities Will Include
- Assisting with the preparation of the budget and longer term strategic financial plans across the 3173 Group of businesses, including gathering source data, development of financial models and presentation of budgets to senior leadership and investors.
- Assisting in the preparation and development of FP&A rolling profit and cashflow forecasts across the Group.
- Assisting in the preparation of business cases, contract tendering, and pricing adjustments.
- Leading the preparation of the financial investment appraisal of significant strategic investments across the Group.
- Supporting the wider Finance Team with variance analysis and routine financial reporting.
- Supporting financial performance monitoring, contract profitability and staff utilisation metrics.
- Collaborating with the wider Finance team to continually develop financial reporting systems.
- Supporting the business with ad hoc analysis.
Minimum (Essential) Requirements
- ACA/ACCA/CIMA qualified accountant with post qualification experience.
- Familiarity with Sage, Oracle, SAP or similar accounting systems.
- Strong commercial awareness and experience supporting budgeting, forecasting and management reporting.
- Advanced Excel, PowerPoint and financial modelling skills.
- Strong interpersonal and communication skills.
- Proactive and collaborative approach.
- Ability to prioritise workloads with high attention to detail.
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Desirable Requirements
- Degree educated.
- 3 years post qualification experience.
- Experience with macros or Visual Basic.
- Power Query, Power Pivot and Power BI experience.
- M&A and Private Equity exposure.
- Investment appraisal experience.
- Experience working with senior stakeholders.
Circumstances
Location
Belfast
Working hours
Monday to Friday, 37.5 hours per week with additional hours as and when required.
Probationary Period
All roles are subject to a six-month probationary period and all prospective employees are required to complete an Access NI check.
Pre-hire Process
As part of the pre-hire process the successful candidate will be subject to reference checking security vetting.
Equal Opportunity Employer
3173 is an Equal Opportunity Employer.
Applying with a disability or long-term health condition?
As part of our belief that we benefit from the differences among us we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment, we guarantee to automatically interview anyone with a disability who meets the minimum criteria.
If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support. Any information you give us will be treated completely confidentially. To discuss this further please call 028 9041 2000 and ask to speak to a member of the People & Culture team.
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