Financial Planning & Analysis £50,000-£55,000 plus 20% bonus Watford

Alexander Charles; Watford; On-site; GBP 50,000 - 55,000; Full time

Job summary

A leading financial services firm is seeking an FP&A Analyst to enhance their financial planning and analysis capability. The role involves building a data-led FP&A function, driving digital transformation, and producing insightful reporting. Ideal candidates will be analytical, possess strong financial modelling skills, and have experience in a banking environment. This is an excellent opportunity to make a significant impact in a growing firm.

Qualifications

• Experience in a bank or specialist lending business is ideal.
• Proficient with business intelligence tools to manipulate large data sets.

Responsibilities

• Managing and producing monthly reporting packs.
• Supporting in developing quarterly and annual budgets.
• Assisting in building and maintaining complex financial models.

Skills

Analytical

Communication

Financial Modelling

Data Analysis

Education

Part or fully qualified accountant

Tools

Business Intelligence Tools

Data Visualisation Tools

Job description

Financial Planning & Analysis £50,000-£55,000 plus 20% bonus Watford

My client is a leading financial services house with an AUM of around £4bn.

A new role has been created for an FP&A Analyst, reporting to the Head of FP&A, to help build out the rapidly evolving FP&A capability, increase the value and commerciality of insights provided to management across the business, and drive forward-looking business decision making and automation of management reporting.

This is a really attractive role – as it’s a combination of:

1. Building/running a high-quality data-led FP&A capability.
2. Helping drive the Finance digital transformation program.

This role will likely suit a capable and technically strong FP&A Analyst, looking to make their mark at an ambitious and growing financial services firm.

• Managing and producing monthly reporting packs to meet business and group reporting needs.
• Driving the FP&A month-end and year-end reporting processes, ensuring data accuracy and consistency.
• Coordinating and finalising high-quality monthly CFO review decks and management information (MI) packs.
• Supporting in developing quarterly and annual budgets and a 5-year plan.
• Assisting in building and maintaining complex financial models.
• Supporting the Senior Manager in digital transformation projects to embed greater use of data analytics and automation across the Finance Department.
• Identifying and delivering process improvements that add value.
• Applying FP&A best practices, including financial modelling, trend analysis, data combination, and reporting.
• Ideally, experience in a bank or specialist lending business, with an understanding of key business dynamics and metrics. Experience of securitization would be an advantage.
• Analytical and hands-on by nature, comfortable building complex models but with an emphasis on automation where possible.
• Keen to build a highly visible capability at an ambitious firm.
• Excellent verbal and written communication skills.

• Part or fully qualified accountant.
• Proficient with business intelligence and data visualisation tools to manipulate large data sets.
• Strong technological literacy and modelling skills.

The suitable candidate should demonstrate the following attributes:

• Highly numerate and articulate.
• Driven and enjoys building and developing teams.
• Robust and comfortable working to deadlines and under pressure.
• Persuasive.
• Flexible, calm, and self-assured.

Please note:

At Alexander Charles, we take the protection of your data very seriously, and I would draw your attention to our GDPR statement, which can be found on our website under the heading “legal”.

By sending us your details, you will have deemed to have considered and accepted these terms.