Financial Planning & Analysis Manager

Aztec; Southampton; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A leading financial services firm in Southampton is seeking an experienced FP&A professional to support budget cycles, cashflow planning, and management reporting. The ideal candidate will be a qualified accountant with strong Excel skills, keen attention to detail, and the ability to work with senior stakeholders. This role offers a flexible hybrid working environment and benefits including a discretionary bonus scheme and health insurance.

Benefits

Discretionary bonus scheme

Flexible, hybrid working

Private medical insurance

Life assurance

Health and wellbeing programmes

Significant investment into personal and professional development

Qualifications

• Experienced in FP&A processes.
• Ability to deliver detailed analysis on budgets, plans, and forecasts.
• Experience working with senior personnel in large organisations.

Responsibilities

• Support delivery and analysis of quarterly forecast and annual budget.
• Conduct cash flow forecasting and scenario planning.
• Develop and prepare board papers with analysis for executive management.

Skills

Qualified accountant (ACCA, ACA, CIMA)

Highly proficient with Excel

Strong verbal and written communication

Excellent interpersonal skills

Inquisitive and analytical mind

Education

Qualified accountant

Tools

Financial modelling

PowerPoint

Job description

This is a great opportunity to join a highly dynamic team supporting the business through reforecast / budget cycles, management reporting, cashflow planning and other planning and analysis.

The FP&A team works closely with Finance and wider Aztec leadership to help steer the business through continued high rates of growth and increasing complexity, as well as supporting a Transformation programme targeted at both Finance capabilities and setting Aztec up to continue its significant growth trajectory.

An ideal candidate is someone who is experienced with FP&A processes and can add value through analysis, insight and effective communication.

Key Responsibilities:

• Support the delivery and analysis of quarterly forecast and annual budget
• Cash flow forecasting, scenario planning and sensitivity analysis
• Support the development and preparation of board papers including commentary and additional analysis for the executive management
• Proactive engagement both with finance business partners and directly with the divisions and support teams to provide detailed analysis of budgets, plans and forecasts including analysis of income statement, headcount and KPIs to understand main assumptions, key drivers, trends and risks and opportunities
• Assist in the development of the Group longer term strategic plans with appropriate financial forecasting and metrics

Skills, knowledge, expertise:

• Qualified accountant (ACCA, ACA, CIMA) and experienced in FP&A processes
• Highly proficient with Excel and demonstrable experience of financial modelling
• High level of attention to detail to deliver work to a high quality, combined with drive and energy to meet tight timelines
• Inquisitive and analytical mind with a real interest in understanding the overall business
• Strong verbal and written communication with excellent PowerPoint skills
• Excellent interpersonal skills to develop close working relationships with stakeholders, and able to help non-finance stakeholders understand their performance and consequent actions
• Experience working with senior personnel within large organisations
• Exposure to financial services, in particular Fund Services business, would be an added advantage

Who are we?

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our people and clients at the centre of everything we do.

We understand that everyone will put value on different things and that’s why our employee package includes a variety of benefits. Here are some of the core benefits for all our people:

• Discretionary bonus scheme
• Flexible, hybrid working
• Private medical insurance, including eye care
• Permanent health insurance
• Life assurance (death in service and critical illness benefit)
• Worldwide travel insurance
• Ability to work abroad for up to 3 weeks per annum
• Health and wellbeing programmes
• On-site parking
• Significant investment into your personal and professional development

We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.