Gleeson Recruitment Group
Investment FP&A Analyst

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Investment FP&A Analyst
Location: Atherstone
Salary: Up to £48,500 + Excellent Benefits
Contract: Permanent
Working Pattern: Hybrid (3 days office, 2 days home)
The Opportunity
Gleeson Recruitment Group are partnering with a large and well-established organisation to recruit an Investment FP&A Analyst into a high-performing finance team. This is an excellent opportunity for a commercially focused finance professional who enjoys turning data into meaningful insight and influencing key business decisions. Working closely with senior stakeholders, you will provide financial analysis, forecasting and decision support across a range of strategic projects and investment initiatives. Offering broad exposure across the business, this role is ideal for someone who enjoys partnering with operational teams, challenging assumptions and supporting long-term planning through robust financial analysis.
Key Responsibilities:
- Provide financial analysis and insight to support strategic decision-making.
- Develop and review business cases, investment proposals and project evaluations.
- Support budgeting, forecasting and long-range planning processes.
- Monitor project and investment performance against plans and forecasts.
- Analyse financial and operational data to identify trends, risks and opportunities.
- Produce clear and meaningful management information for senior stakeholders.
- Build strong working relationships across multiple business functions.
- Support continuous improvement initiatives and enhancements to financial reporting.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills & Requirements:
We are keen to speak with candidates who have experience in roles such as:
- Commercial Finance Analyst
- Financial Analyst
- FP&A Analyst
- Finance Business Partner
- Management Accountant
You will also have:
- Strong budgeting and forecasting experience.
- Financial modelling and analytical skills.
- Experience preparing business cases, investment appraisals or project analysis.
- Exposure to CAPEX, operational expenditure or investment-focused financial evaluation.
- Advanced Excel skills and strong data analysis capability.
- Excellent communication and stakeholder management skills.
- A proactive approach with the confidence to challenge and influence where required.
- Part-qualified, finalist or qualified ACA, ACCA or CIMA status would be advantageous.


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Benefits & Package:
- Salary up to £48,500
- Hybrid working model (3 days office, 2 days home)
- Excellent benefits package
- Exposure to senior leadership and strategic business projects
- Clear opportunities for career development and progression
- Modern offices based in Atherstone, Warwickshire
To apply for the Investment FP&A Analyst position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however please feel free to get in touch if you would like any further information about your application.
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
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