Financial Planner & Analyst

Financial Planner & Analyst

Our client, a growing care home management group, is seeking a Financial Planner & Analyst to support the business with financial modelling, forecasting, investment analysis and strategic planning. This role is well suited to a graduate, junior analyst or someone early in their finance career who has strong analytical ability and excellent Excel skills. Experience in healthcare or property is a bonus but not required.

Working closely with the directors, you will help prepare financial models, forecasts and reports used for investment decisions, acquisitions, lender discussions and business planning. This is a hybrid role, with a new office being established in North / North West London.

• Build, update and maintain financial models for new and existing care home projects

• Prepare cash flow forecasts, scenario analysis and investment appraisals

• Support directors with preparing financial presentations for banks, lenders and investors

• Analyse operational and financial data to identify trends, opportunities and risks

• Assist with budgeting and longer-term business planning

• Help evaluate potential acquisitions and produce supporting financial documentation

• Liaise with bookkeepers and external accountants to ensure the accuracy of source data

• Contribute to ad-hoc analytical work as required by senior leadership

• Strong financial modelling and analytical skills

• Excellent Excel skills (including formulas, lookups, pivot tables and building structured models)

• Degree in finance, economics, mathematics, accounting or a related field

• Strong communication skills and ability to present financial information clearly

• Proactive mindset, attention to detail and willingness to learn

• Some experience in a finance, FP&A, analyst or modelling role

• Familiarity with property, healthcare, or multi-site businesses

• Basic understanding of financial statements

• £30,000 – £40,000 per annum,
  Hybrid role

• Office location: North London

• Full-time position