Financial Planning & Forecasting Analyst (Lots 3 & 4)

As Functional Assessors at PFAS we work on behalf of the DWP assessing claimants who have applied for PIP (Personal Independence Payments) and WCA (Work Capability Assessment) benefits. We act as information gatherers and we assess how each individual’s disability/condition/illness impacts their functional ability on daily activities by completing thorough assessments in a respectful, non-bias and reassuring manner.

We use our clinical expertise, medical knowledge, learnt resources and clinical guidance to present findings to the DWP. After we have gained all the information, we form a report which gets sent to the DWP case managers who make the decision on the claimant’s eligibility.

We are seeking an experienced Financial Planning & Forecasting Analyst to join our team.

Position:

As PFAS Financial Planning & Forecasting Analyst for HAAS (Health Assessment Advisory Service), you will sit at the intersection of Finance, Commercial and Operations.

This fast-paced role will deliver analytical support to operations, maintain / develop forecast modelling and analyse / report strategic decision making that helps the company improve business performance and grow.

Main Job Duties

• Update, maintain and develop the operational forecasting tool, working closely with the senior operations team.
• Monitor daily, weekly and monthly MI to ensure we are meeting contractual targets.
• Working closely with the operations team to proactively close any gaps.
• Identifying and escalating any areas of concern to the Senior Management Team.
• Report on trends, exceptions and recommendations to improve glidepaths to achieve contractual targets.
• Support the production of presentations to the client using Microsoft PowerPoint.
• Attend client meetings, both virtually and face to face, as required.
• Compile and send agreed reports to the client(s) within set timescales.
• Compile and send agreed reports to PFAS SMT within set timescales.

Main Job Duties

Finance & Commercial

• Incorporation of operational forecasting outputs into the financial forecasting models.
• Develop and maintain a robust financial model to allow versatile and detailed forecasting of flexed business scenarios.
• Support the Commercial Finance Manager, as required.

General/Additional Duties

• To comply with the Corporate Data Protection Policy which covers all aspects of the organisation’s business in both electronic data and manual filing systems.
• To ensure that professional behaviour, appearance, and attitude are maintained, and the organisation’s policies and procedures are always adhered to.
• To undertake any other duties compatible with the grading of the post, as required.

Requirements

• Accountancy qualification AAT / ACCA (E).
• 4 GCSE/O level passes A-C or equivalent, including English and Maths (E).

Experience & Knowledge

• Experience of operational forecasting (E).
• Experience of using various Microsoft programmes and databases (E).
• Experience of developing complex financial models from base assumptions (E).
• Knowledge of the service provision for either the WCA or PIP Benefit (D).

Skills & Abilities

• Experience in operational data analysis and forecasting.
• Ability to confidently articulate and recommend informed decisions, with finance and operational environments.
• Ability to plan, prioritise and organise workloads effectively in a demanding environment.
• Excellent critical thinking and problem-solving skills.
• Excellent attention to detail.
• Ability to work on own initiative in a proactive manner.
• Ability to communicate effectively with internal and external customers and provide excellent customer service.
• Team worker who is flexible and has a positive attitude to learning and self-development.
• An understanding, acceptance, and adherence to the need for strict confidentiality.
• Resilience in a demanding, quick paced environment.

Other information

Salary£45,000 - £50,000 subject to experience

Hours Monday - Friday 40 hours per week

Location This position offers REMOTE working within the UK

Position Financial Planning & Forecasting Analyst - Permanent position with PFAS

What We Offer

• Flexible Working
• Employee Assistance Programme including free confidential counselling
• High-street discounts
• 25 days’ annual leave plus 8 days’ allocated for bank holidays
• Moving Day Leave
• Membership of the Company pension scheme
• Recruit a Friend bonus scheme
• Environmental Initiatives
• Westfield Health Cash Plan
• Free Eye Tests every 2 years
• Free annual Flu-Vaccination

At PFAS, we value and promote diversity and are committed to equality of opportunity for all. We are proudly Disability Confident employers and as such we will make reasonable adjustments at interview through to employment for our candidates and strongly encourage applications from a diverse candidate pool. Disabled applicants who meet the minimum criteria for the job will be given the opportunity to demonstrate their abilities at an interview