Financial, Planning & Analysis Analyst (FP&A)

The Financial, Planning & Analysis Analyst at PortmanDentex is responsible for delivering the annual budget and leading the quarterly reforecasting process. This involves collaborating with commercial and operations teams to provide comprehensive forecasts at a total P&L level, ensuring our financial strategies are robust and aligned across the board.

To apply for the FP&A Analyst role at PortmanDentex, candidates should ideally be finalist or part-qualified in ACA, ACCA, or CIMA. Experience in budgeting, management reporting, and strong analytical skills are essential. Additionally, familiarity with building scalable financial models and experience in digitalizing reporting processes would be highly advantageous.

At PortmanDentex, employee development is a priority that goes hand-in-hand with our collaborative team environment. FP&A Analysts will find opportunities for growth and innovation, with support for new ideas and approaches to enhance financial planning and analysis processes.

PortmanDentex fosters an inclusive and collaborative work environment. FP&A Analysts can benefit from remote and hybrid working arrangements, allowing them to balance their home and office work effectively, while also being part of a vibrant community that values individual contributions.

In addition to a competitive salary, FP&A Analysts at PortmanDentex can enjoy a variety of benefits including a bonus scheme, 25 days of annual leave plus holidays, enhanced maternity and paternity leave, life assurance, pension contributions, and health and wellbeing perks, making for a holistic employee experience.

When answering this question, be ready to share specific examples from your past roles where you contributed to budgeting processes or management reporting. Highlight any successful strategies you've implemented and how they benefited your previous employer.

Describe your approach to time management, prioritization, and the tools or methods you use to maintain accuracy under pressure. Provide an example of a project where you successfully met a tight deadline without compromising quality.

Share details about the types of financial models you've created, focusing on their purpose and the outcomes achieved. Discuss any specific techniques or software you utilized, emphasizing your analytical skills and problem-solving capabilities.

Discuss your analytical approach to identifying risks as well as the proactive measures you've taken in previous roles to mitigate them. Use examples where necessary to illustrate how your actions positively impacted financial outcomes.

Mention any software or tools that you've used for financial reporting and how you've contributed to automating processes to improve efficiency. Highlight specific instances where you streamlined reports or enhanced data accuracy.

Discuss strategies you employ to simplify complex data for various stakeholders. Providing examples where your communication made a significant impact on understanding is effective. Focus on clarity and engagement in your answers.

Share a systematic approach to assessing current financial processes, identifying inefficiencies, and recommending improvements. Providing a success story of a process you enhanced will lend credibility to your answer.

Be prepared to explain a specific situation where your analytical skills led to a successful outcome. Use metrics or results to quantify the positive impact your analysis had on decision-making and financial performance.

Discuss your commitment to continuous learning, mentioning specific resources, blogs, courses, or networks you turn to for updates on regulations and standards in financial reporting. This reflects your dedication and professionalism.

When answering, align your personal values and professional goals with those of PortmanDentex. Emphasize your enthusiasm for contributing to a collaborative team while reshaping the financial strategies of such a respected dental group.