Production of periodic short, medium, and long-term financial planning forecasts, including associated analysis and scenario-testing under the direction of the Financial Planning Manager
Contributing to written reports under the supervision of the manager and with the support of the manager.
Financial review and performance-reviews of investments in homes, under the direction of the Financial Planning Manager
Maintenance of financial investment appraisal models and other models, including the delivery of model changes and related reporting enhancements under the direction of the Financial Planning Manager
Assisting with budgeting, budgetary process, cost analysis, and value-for-money assessments in financial planning
Adherence to AHBRA financial standards and compliance requirements
Provide essential financial support under the direction of the Financial Planning Manager for ongoing and new projects
strategic and operational
Developing the use of artificial intelligence (AI) tools in financial planning
Contributing to the development and implementation of new financial management systems
Assisting the manager in building and strengthening information flow between financial controllership (core finance) and the financial planning & analysis (FP&A) function

Part-qualified or qualified accountant (CIMA/ACCA/ACA), or equivalent relevant qualification
Experience in Financial Planning and Analysis functions, including a record of working with long-term financial forecasts, investment appraisals, large datasets, financial modelling, Advanced Excel, Power Query, Power BI, and/or appropriate financial planning tools.
Experience working in a team environment, wider finance teams, and in cross-functional teams
A track-record of timely completion of tasks and core deliverables
Excellent communication skills with an ability to report complex financial insights in clear accessible language
An analytical mindset, curiosity, and a motivation to work in co-operative housing
Experience working with MRI Brixx or relevant financial planning software

Financial Planning and Analysis Officer

Key skills