Financial Planning Analyst

Equifind are working with a boutique investment management business based in the West End to add a key FP&A member to the team!

To date they now boast over $5bnAUM and over $2bn in committed capital with only 60 people in the business. This is a great opportunity for someone recently chartered or a year post qualified to come in and report directly into the Head of FP&A to provide key duties such as budgeting, analysis on financial data, key reports and MI packs for the management and board.

What Will I be Doing?

• Budget-setting at a Group and BU/BL level, to incorporate P&L, cashflow and balance sheet
• Rolling forecasts as above, including the managing of a diverse range of inputs, identifying risks & opportunities, providing insight and commentary as required
• Compile monthly MI packs for provision to the Executive Team & the Board
• Business and Investment case modelling
• Cashflow forecasting
• Assistance with on-going systems development and implementation ensuring the benefits are understood, documented and realised across the group as a whole
• Design and implementation of various reporting dashboards with relevant KPIs for the Group and BU/BL reporting using Microsoft Power BI and Microsoft Business Central
• Enhance data integrity and reporting controls to enable agile scenario reporting and analysis
• Analysing past financial performance, preparing competitor analysis, and examining market trends along with commentary for management
• Analysing previous budgets and forecasts and performing variance analysis to explain discrepancies
• Prepare specific analysis and special projects as required

Experience & Qualifications

• Fully Qualified Accountant (ACA/ACCA/CIMA)
• 0-2 years PQE
• Advanced Excel and PowerPoint skills
• Experience of working in a complex organisation with lots of change
• Be a self-starter and deliver reports in a timely and accurate manner

What In It For Me?

• Base salary of £65-75,000
• Discretionary annual bonus
• Employer pension contribution
• 26 days annual leave
• Private medical insurance coverage.
• Group income protection.
• Life assurance.