# Financial Planning Analyst

## About the Role

At Alef Education, this Financial Planning Analyst role strengthens FP&A business partnering across business leaders and line managers. It supports the preparation of monthly capitalisation reports, SLT reporting, quarterly board packs, investor presentations, earnings release decks, and other internal reporting needed to keep cost optimisation aligned with company strategy.

The role works closely with the Senior Accountant, technology teams, bid managers, and other stakeholders across reporting, budgeting, and forecasting cycles. It also contributes to project- and department-level financial visibility, proposal modelling, and analysis for new initiatives.

## Key Responsibilities

– Prepare quarterly board report decks, investor presentations, and earnings release decks.
– Produce monthly payroll capitalisation reports using the new timesheet process and validate capitalisation against approved budgets, with a solid understanding of IAS 38.
– Prepare monthly SLT reports on departmental performance and update Lattice goals after month-end close with the Senior Accountant.
– Review monthly financial statements, explain budget variances, and ensure Power BI reporting is updated and reconciled at project and department level.
– Work with technology teams to monitor hosting and production costs, track spend against usage, and identify optimisation opportunities.
– Support IR analysis and insights using the NASDAQ portal and derived reporting.
– Evaluate the cost-benefit of new initiative requests across hosting infrastructure, product development, and service delivery.
– Partner with bid managers to structure new proposals and build the P&L.
– Prepare quarterly forecast reports and highlight significant variances versus budget.
– Gather inputs for the annual budget cycle, consolidate submissions, and maintain a clear audit trail.
– Review the freelancer purchase requisition process, including selection criteria, rate negotiation and approval, work completion validation, and rate consistency analysis.
– Consolidate software online subscriptions, capturing business need, cost, and impact with relevant stakeholders.

## Required Skills

– Degree in Accounting, Finance, or a related field.
– 5–7 years of relevant experience.
– ACCA certification.
– Strong communication skills.
– Attention to detail.
– Fluency in English.

## Cloud Platforms & Technologies

– **Reporting & BI:** Power BI
– **Performance Management:** Lattice
– **Investor / Market Reporting:** NASDAQ portal
– **Accounting Standards:** IAS 38
– **Infrastructure / Operations:** hosting, production

## FinOps Responsibilities

– Monitor hosting and production costs with technology teams and identify optimisation opportunities.
– Track cloud/infrastructure spend against usage to improve cost visibility.
– Assess the financial impact of new initiatives across hosting, product development, and service delivery.
– Consolidate software subscription spend, including business need, cost, and impact.
– Support cost optimisation through reporting, budget validation, and variance analysis.

## Why You Might Be Interested

This role combines FP&A business partnering with board reporting, forecasting, and financial analysis. It also includes direct exposure to hosting cost management and cost-benefit analysis for new initiatives. The scope spans finance, technology, bid support, and investor-related reporting, offering broad cross-functional experience.