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Finance Business Partner - Investment

Posted 8 April by WTW
Salary icon Competitive salary
Location icon London , South East England

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WTW are looking for a self-motivated candidate to work with Investment FBP in providing business finance support.  As part of our wider Investments team, the position will be focused on regular monthly reporting and analytics, various ad hoc analyses, as well as providing input to the quarterly forecasting and annual planning exercises.  The role will involve establishing strong working relationships with members of the finance community, leadership within the business and external (auditors, vendors). 

Main Duties / Responsibilities
  • Own P&L management for respective countries/cluster & businesses (revenue, expense, profitability).
  • Develop and implement business plan for the organization, ensuring alignment with the overall corporate strategy.
  • Deeply involved in daily decision-making on regional & country revenue and expense management actions and identifies opportunities for improvement.
  • Collaborate with senior management to identify opportunities for growth and development of the organization.
  • Preparation and distribution of monthly reports to leadership, including data to support sales pipeline analysis and Aged Debt reserve management, as well as client and resource activity analytics.
  • Analysis of results and identification of business drivers. 
  • Provide support for the Investment management team.
  • Provision of other ad hoc financial reports as requested.
  • Assist in the annual budgeting and quarterly forecasting processes.


Key Competencies:
  • Understands and anticipates clients’ business and financial needs, builds relationships and provides clear and thoughtful insights and leading-edge solutions/services as a trusted, strategic finance business partner.
  • Builds relationships and takes account of the needs of multiple stakeholders to communicate, involve, influence and drive decisions for successful financial outcomes.
  • Operates with a growth mindset while also being a prudent financial steward for the company. Takes a positive approach and maintains focus on delivering results and driving profitable revenue growth.
  • Communicates a convincing and compelling vision that motivates others to action taking. Provides strategic direction. Leads by example.
  • Understands, analyses and evaluates relevant financial information and data.  Draws logical conclusions and makes recommendations based on objective evidence.
  • Strong understanding of company performance including how to budget, plan, forecast and report performance and analyze variance. Is able to lead and work with teams to run the performance cycle, provide review and challenge, drive insight and define corrective actions when required so that the business leadership can meet their financial objectives.


The Requirements
  • In-depth knowledge of MS Excel, with strong knowledge of PowerPoint and MS Word. 
  • Knowledge on AUM and Fund market preferable. 
  • Knowledge of Oracle systems, Peoplesoft and Hyperion an advantage. 
  • Strong analytical modelling and problem-solving skills. 
  • Great financial accounting background with experience in complex metrics structure.
  • Excellent communication skills with the ability to convey financial messages to business leaders in a succinct and credible manner. 
  • Ability to work independently and hit tight deadlines.
  • Experience of business and drivers of financial performance.
  • Ability to collaborate with others across segments, LOBs, and regions.
  • Attention to accuracy and detail. 
  • Qualified Accountant, CIMA preferable


Equal Opportunity Employer

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

Reference: 52287901

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