Financial Planning & Analyst Manager

My client is a rapidly scaling FinTech providing a SaaS platform used by some of the largest Pension schemes in the UK, helping them achieve their investment goals with a focus on sustainable and ethical investment strategies.

To help them in planning and executing their growth plans, we are seeking a ACCA/CIMA or ACA qualified Financial Planning & Analyst Manager, with a background in FCA regulated Financial Services to be a key strategic partner to the leadership & executive teams as they take the business forward.

On offer is:

• Basic salary up to £85,000
• Hybrid working; 2 days per week in the City office
• Discretionary bonus
• Contributory Pension Scheme (up to 5% employee/10% employer)
• Private Medical Insurance
• 4x salary life cover
• Critical illness cover
• Income Protection at 75% of basic salary
• 25 days holiday (rising to 28 days based on service)

Drawing on your financial expertise, you will collaborate closely with the CFO and stakeholders, providing valuable insights into revenue optimisation, pricing strategies, and overall business strategy. This is a crucial role that will play a significant part in shaping the organisation's financial future.

Key Tasks and Responsibilities

• Understand business objectives and develop revenue and pricing strategies aligned with corporate goals
• Lead the financial planning and analysis (FP&A) efforts, focusing on revenue streams, costs, and pricing structures
• Conduct thorough financial modelling and forecasting to provide accurate insights into revenue trends, cost drivers, and profitability
• Gather and analyse data, ensuring timely and accurate reporting of financial performance
• Prepare reports, dashboards, and presentations to communicate financial analysis and recommendations
• Provide guidance and recommendations based on financial insights to support development of business strategies and initiatives
• Monitor market dynamics, industry trends, and competitive landscapes to identify opportunities & risks
• Drive process improvements, enhance financial systems, and optimize resource allocation across the business
• Fostering a business partnering approach to financial decision-making

Qualifications, experience, skills & competencies

• ACCA/CIMA or ACA qualified (essential)
• 2+ years’ experience in financial planning and analysis (FP&A) roles within a Fintech start up or scale up environment (essential)
• Proven success in developing revenue and pricing strategies that drive business growth and profitability
• Extensive knowledge of financial modelling, forecasting techniques, and pricing methodologies
• Strong analytical skills with the ability to extract actionable insights from complex financial data
• Excellent communication and presentation skills, with the ability to convey financial concepts to financial and non-financial stakeholders
• Demonstrated experience in partnering with executive teams and influencing decision-making at a strategic level
• Proficiency in financial software and advanced Microsoft Excel skills
• Experience of working in a fast-paced, rapidly expanding organisation