Finance Business Partner

Plum; Greater London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A financial tech company is seeking a Finance Business Partner to join their Finance Team in Greater London. This role involves partnering with various teams to ensure financial health and scale readiness. Key responsibilities include financial analysis, budgeting, and month-end reporting. Ideal candidates will have at least 3 years in FP&A, strong analytical skills, and proficiency in Excel. Plum offers flexible remote work, stock options, private health insurance, and a collaborative culture.

Benefits

Stock options

Private health insurance

Annual training budget

Flexible remote working

Team breakfasts and lunches

25 days holiday + bank holidays

45 work-from-anywhere days

2 weeks sabbatical after 4 years

Enhanced parental leave

1 paid volunteering day

Annual team trip

Qualifications

• Good knowledge of P&L and balance sheet in a financial services context.
• At least 3 years of experience in FP&A, commercial finance or professional services.
• Strong analytical background with data-driven insights.

Responsibilities

• Partner with product and marketing teams to prioritize initiatives.
• Support partnership evaluations to inform business decisions.
• Assist in financial modeling and budgeting processes.
• Analyze performance against budget.
• Build relationships with stakeholders.
• Lead month-end process including reporting.

Skills

Financial analysis

Budgeting

Business case modeling

Strong analytical skills

Attention to detail

Problem-solving skills

Ownership of work

Collaboration

Experience with data analysis

Education

Accounting qualification or experience in relevant sectors

Minimum 3 years in FP&A or commercial finance

Tools

Excel

Accounting software (e.g., Xero)

Looker

Job description

Hey! We're Plum, your smart saving and investing app on a mission to help grow money for life. Whether you're stashing the cash for tea and toast in your first home or catching some rays during retirement, Plum's got your back.

Since 2016, over 2 million people in 10 European markets have set aside more than £2 billion with our clever automation and AI - that's the magic of Plum! As recognition for our work, we've received awards from the likes of Deloitte, Finder, and more.

That's all down to our passionate team of 200+ Plumsters, who work around Europe to help us achieve our mission. And now we're looking for more brilliant people to join us on our journey.

The role

As a Finance Business Partner (open to different seniority levels), you'll join our Finance Team and work closely with the FP&A team, the Accounting function, and the CFO to ensure Plum's financial health and readiness for scale.

Typical areas of focus will include: partnering with the product team, financial analysis, business case modeling, budgeting, forecasting and month end management reporting. The role will fit someone who is hands on, analytical and curious about how to build a business sustainably.

Your key responsibilities

• Partner with the business (in particular product and marketing / growth) to make sure we prioritising the right initiatives;
• Support the partnership team and wider business to evaluate the economics and pricing for potential partnerships and ultimately inform business decisions;
• Assist with the financial modeling and budgeting process of Plum;
• Analyze performance vs budget;
• Build strong relationships with key stakeholders, becoming a trusted strategic partner;
• Contribute to the financial modeling and budgeting process of Plum and provide input to aid in setting Plum's financial strategy;
• Lead the month end process, including investor and partner reporting, quarterly board reporting and analyzing key risks and opportunities;
• Support on periodic updating of the group's ICARAs, recovery and wind-down plans;
• Work with the data team to improve the accuracy of our forecasting; and
• Embrace automation across all processes in FP&A.

Who you are

• You have have good knowledge of how the P&L and balance of a financial services business works (Could be via an accounting qualification or experience in investment banking / consulting / fintech businesses)
• You have at least 3 years of experience in FP&A, commercial finance or professional services
• You have a strong analytical background and working with data to drive insight)
• You have a strong working knowledge of Excel and financial modeling experience and are confident in setting up models and processes from scratch
• You have great attention to detail and problem-solving skills
• You are hands on, driven and proactive; you take ownership of your work and can collaborate as a team player
• Experience working with an accounting software, such as Xero, is a plus
• Experience working in fintech is a plus
• Experience with Looker is a plus
• Experience analyzing data and working with Data Teams is a plus
• Experience with ICARA, recovery and wind-down plans is a plus

Plum's Perks

• We're all in this together! Own part of the company through stock options
• Private health insurance
• Annual training budget
• Plum Premium
• Referral scheme: earn competitive rewards
• Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus
• Team breakfasts and team lunches.
• 25 days holiday + bank holidays
• 45 work-from-anywhere days: giving you the flexibility to work your way.
• 2 weeks sabbatical after 4 years to take the break you deserve.
• Enhanced parental leave
• 1 paid volunteering day annually
• Annual team trip: to a surprise destination!
• A fun, inclusive company culture (think )

If this sounds like you, we'd love to hear from you!

Thanks,

Team Plum

Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of race, religion, sex, gender identity, sexual orientation, non‑disqualifying physical or mental disability, national origin or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit and business need.