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Our client is seeking a highly skilled Financial Planner to join their dynamic team. This role offers the opportunity to provide strategic financial planning and analysis across the business, focusing on managing cashflow, budgeting, forecasting, VAT returns, and financial commitments related to recruitment, payroll, and stock management.
Our client is seeking a highly skilled Financial Planner to join their dynamic team. This role offers the opportunity to provide strategic financial planning and analysis across the business, focusing on managing cashflow, budgeting, forecasting, VAT returns, and financial commitments related to recruitment, payroll, and stock management. The successful candidate will work closely with senior management to ensure financial objectives are met and the business remains financially stable as it grows.
- Strategic financial planning and analysis role
- Opportunity to work closely with senior management
- Comprehensive benefits package
What you'll do:
As a Financial Planner, your role will be pivotal in providing strategic financial planning across all aspects of the business. You will be responsible for managing cashflow, creating detailed budgets that align with business goals, preparing VAT returns in compliance with UK regulations, managing financial commitments such as payroll, and overseeing stock budgeting. Your ability to monitor stock-related financial performance will be crucial in driving business growth. This role requires excellent communication skills as you will be collaborating with various departments and presenting key financial information to senior management.
- Oversee and manage the company's daily cashflow, ensuring sufficient liquidity to support operations and meet financial obligations.
- Lead the preparation and management of detailed financial budgets (6-18 months ahead), working with departments to ensure alignment with business goals and forecasts.
- Prepare and submit VAT returns in a timely and accurate manner, ensuring full compliance with UK tax regulations.
- Plan and manage financial commitments such as payroll, particularly when costs are increasing due to recruitment or other staffing changes.
- Collaborate with the purchasing and operations teams to set and manage budgets for stock procurement and inventory levels, ensuring alignment with financial goals.
- Monitor and report on stock-related financial performance, including cost of goods sold (COGS), and provide insights for improving inventory turnover.
What you bring:
The ideal candidate for this Financial Planner position brings a wealth of experience in cashflow management, budgeting, forecasting, VAT returns management, staffing costs management including payroll forecasting. Your strong understanding of stock budgeting within a retail or manufacturing environment will be essential. Advanced proficiency in Excel for financial modelling is required. Your excellent communication skills will enable you to collaborate effectively across departments while presenting critical financial information to senior management. Your ability to manage multiple priorities and deadlines in a fast-paced environment will be key to your success in this role.
- Strong experience in cashflow management, budgeting, and forecasting.
- Proven track record of managing VAT returns and ensuring compliance with UK tax regulations.
- Experience in managing staffing costs, including payroll forecasting and financial planning for recruitment and headcount increases.
- Strong understanding of stock budgeting and financial oversight in a retail or manufacturing environment.
- Advanced proficiency in Excel (financial modelling, pivot tables, and analysis).
- Excellent communication skills, with the ability to work collaboratively across departments and present financial information to senior management.
What sets this company apart:
Our client offers a dynamic, fast-paced work environment where you can truly make an impact. They are committed to providing their employees with opportunities for career growth and development within the business. They offer a comprehensive benefits package, reflecting their commitment to employee well-being and job satisfaction.
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
