Financial Planning Analyst

London (Greater)
05 Oct 2017
04 Nov 2017
Contract Type
Full Time

About Optivo 


Optivo is a new housing association formed in May 2017. It brings together the best of AmicusHorizon and Viridian Housing and is built on a shared commitment to building homes and communities that people love. 


We’re one of the largest housing providers in the UK with over 44,000 affordable homes in London, the South East, Sussex and the Midlands. 


We give our people the opportunity for personal and professional growth and are committed to giving every employee the opportunity to build the career that they aspire to. 


The role


Are you a fast learner, highly motivated, with positive attitude and want to be part of a professional financial planning team in a first class Housing Association? 


This is an exciting opportunity for someone looking to advance their analytical skills to support our strategic financial planning. Our turnover is £350m each year, and we’re in the process of growing our property investment programme to £400m each year. 


We need a Financial Planning Analyst, qualified in accountancy, finance or similar, who can build, review, own and analyse a wide range of long term financial models. In particular, to take ownership of our long-term corporate financial plan and associated stress testing. 


You’ll support the annual preparation of the corporate financial plan and mid-year reviews. You’ll assist preparing financial plan outputs for internal and external stakeholders. Reporting and improving development cash flow forecasting is also key to this role. Your work will also include Excel modelling of ad-hoc projects. 




  • Have advanced Excel skills
  • Have numeracy skills and be able to interpret and present information 
  • Be flexible and adaptable
  • Possess good technical and analytical skills
  • Be able to manage your workload to meet deadlines
  • Have excellent communication skills
  • Have a high level of personal integrity and tenacity in the conduct of your work.

Other useful information  


A familiarity with Brixx financial planning software would be helpful but is not essential for the role. 


Experience of the social housing sector is desirable but not necessary. 


Although this role is a full time we would consider four days a week instead of five days a week for the right candidate. 


The interview process will consist of questions relating to Optivo’s CORE values and technical questions relating to the job description. There may also be an Excel test.


Equal Opportunities

At Optivo our aim is to have a diverse and inclusive workforce where people are respected for who they are. We embrace and celebrate cultural diversity in the workplace and value the strengths it brings us as an organisation. We believe that everyone deserves to be treated with respect irrespective of age, caring responsibilities, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. We treat everyone we house, serve, employ and work with fairly and expect and encourage others to do the same.