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Financial Planning Analyst

Outcomes First Group
  • Bolton
  • Permanent
Salary: Up to £60,000 per annum dependent on experience
Hours: 37.5
Closing date: Thursday, 29th February 2024
Clicking the apply button will take you to our application portal

Full Job Description

At OFG, we are on a mission to ensure our colleagues have an amazing work/life balance! 

Job Title: Financial Planning Analyst

Hours:  37.5 hours per week            

Location:  Bolton

Hybrid working available - minimum 2 days in the office

Salary: Up to £60,000 per annum dependent on experience


Want to earn 100% of your salary and work 20% less hours? We have a great role for you…We are taking part in an ongoing 4 Day working week trial in which you continue to receive your full salary and annual leave entitlement!

We are looking for a Financial Planning Analyst join our team and be responsible providing high-quality financial planning and analysis to the operational teams to drive performance, understanding and growth.

In the role as Financial Planning Analyst, you will build strong relationships with operational teams within our schools and residential care homes as well as our internal stakeholders and analyse monthly financial results to highlight and comment on key variances to budget or forecast.

You’ll directly support the Head of Financial Planning and Analysis and the Business Intelligence team to implement automated and system driven budgeting and modelling tools, as well as:

You will provide high-quality financial modelling and analysis to the Executive and operational teams to drive performance, understanding and growth.

This role will add capacity within the Financial Planning and Analysis team to work on strategic projects, undertaking modelling and analysis to aid decision making across the Group.

To be successful in this role you will need:

•    Experience working for a similar type of organisation in a financial modelling / data analysis role would be ideal.
•    Strong Microsoft Excel financial modelling skills.
•    Ability to communicate and build relationships with people at different levels.
•    Strong skills and experience in manipulating and using large data sets, checking for consistencies and coherence in data.
•    Ability to present complex data and analysis in a high impact visual manner to senior stakeholders, drawing out the key messages and findings
•    Relevant professional qualification (e.g. CFA, qualified accountant) or a degree in a numerical area (such as mathematics, science, engineering, finance, accounting, economics or real estate) combined with relevant experience.

We’re looking for a passionate process and detail-driven person with a problem-solving attitude, who is technically strong and comfortable with financial reporting, to help our finance function achieve against key performance indicators and drive a successful recruitment and selection process.

About Finance 

As a centralised function at Outcomes First Group, Finance supports several acquired agencies, over 65 schools and additional schools with accommodation for vulnerable young people, children, and adults. Our Finance team consists of Management Accounts, Transactional Finance and Commercials. 

As one of the largest departments within Outcomes First Group, we are committed to providing a high level of service to work towards our goal of improving those we care for. Joining Finance, you will gain exposure to a variety of scenarios in a fast-paced and high-volume industry, where you will really get the chance to develop your personal and professional skills. 

About the Group

Outcomes First Group exists to make sure vulnerable people get the opportunities they need, whether that involves providing them with specialist education and residential care or finding them dedicated foster families in which they can thrive.

There are two main organisations in our Outcomes First family: Acorn Education and Care, Options Autism. Together, we educate, care for and support children and young people across the UK, empowering them to be happy and make their way in the world.

Why work for us?

Your wellbeing is very important to us, and we know that being able to choose the benefits that suit you and your family will support your wellbeing. 

Whatever your role and wherever you’re located, you’ll love VISTA, our flexible benefits platform which lets you tailor your benefits package. 

And when your circumstances change…no problem. You can flex, trade and add to your benefits package to suit your circumstances. 

  • 4 day working week (applicable after probation - T&Cs apply)
  • Holidays starting at 25 days per annum with options to buy an additional 5 days 
  • Critical illness cover and life assurance options
  • Company Pension with options to increase your contributions
  • Private medical and dental Insurance
  • 100’s of discount options valid in the UK and abroad
  • Eco-Car Scheme 
  • “Your Wellbeing Matters"- access to a wide range of first-class mental health support services and physical health checks
  • Career development opportunities
  • Professional support networks and groups

We are committed to safeguarding and promoting the welfare of children and young people and we expect all employees to share this commitment and undertake appropriate checks.

We are an Equal Opportunities Employer. 

A great company to work for

Wherever you work – whether in a city location or one of our more rural settings – you’ll be part of one dynamic family, aiming high and dreaming big, and helping the people we work with achieve their own personal goals

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