Financial Planning and Analysis Associate

Macquarie; Greater London; On-site; GBP 75,000 - 105,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave (26 weeks)

Fertility leave

Volunteer leave and donation matching

Salary sacrificing options

Medical and life insurance

Employee Assistance Program

Learning and development support

Hybrid/flexible working

Home office equipment reimbursement

Job summary

Macquarie is seeking an experienced Associate in its Financial Planning and Analysis team in London. You will lead budgeting, forecasting and performance analysis for the central Sales and Marketing function, delivering insightful reporting to support decision-making and cost management.

Working with senior stakeholders across Macquarie Asset Management, you will drive process improvements, automation, and strategic projects to elevate reporting quality and efficiency.

Qualifications

• Experience in FP&A, performance reporting or cost management in a large organisation.
• CA or CPA qualification.
• Ability to communicate financial information to senior stakeholders clearly.
• Proactive approach to process improvement and automation.
• Strong attention to detail with a commercial perspective.

Responsibilities

• Lead business performance analysis, budgeting and forecasting for central Sales and Marketing.
• Provide clear, actionable analysis of cost and staffing movements.
• Partner with senior stakeholders across Macquarie Asset Management.
• Drive process improvement and automation in reporting and cost allocation.
• Support strategic projects to grow the team.

Skills

FP&A experience

Business performance reporting

Cost management

Asset management knowledge

Analytical skills

Stakeholder communication

Anaplan knowledge

Education

CA/CPA qualification

Tools

Anaplan

Job description

Joining the Financial Planning and Analysis team within Macquarie Asset Management, you will play a key role in providing insight, analysis and strategic support that helps senior leaders make informed decisions, while driving process improvement and expanding the reach of a high-performing team.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you're empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As an experienced Associate within the Financial Planning and Analysis team, you will lead business performance analysis, budgeting and forecasting activities for the central Sales and Marketing team, delivering high-quality insight and reporting that supports effective decision-making and cost management. Partnering with senior stakeholders across Macquarie Asset Management, you will provide clear and actionable analysis of business performance, cost and staffing movements, helping leaders understand trends and make informed decisions.

The role offers significant exposure across the business as you build trusted relationships, expand the team's support into currently under-served areas and enhance the quality and depth of financial planning and analysis provided to stakeholders. Alongside this, you will drive process improvement and automation initiatives that increase the efficiency, accuracy and timeliness of reporting and cost allocation activities, while contributing to strategic projects that support the continued growth and evolution of the team.

What you offer

• Experience in financial planning and analysis, business performance reporting or cost management within a large and complex organisation, with experience in asset management or financial services viewed favourably
• A recognised finance qualification such as CA or CPA, alongside strong analytical skills and the ability to interpret data to generate meaningful business insights
• Confidence building effective relationships with senior stakeholders and communicating financial information clearly to support decision-making
• A proactive and curious approach to identifying process improvement and automation opportunities that enhance efficiency and reporting quality
• Excellent communication and interpersonal skills, attention to detail, and the ability to balance detailed analysis with a broader commercial perspective; experience with Anaplan is advantageous

What we offer

At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

• 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
• 26 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
• Paid fertility leave for those undergoing or supporting fertility treatment
• 2 days of paid volunteer leave and donation matching
• Access to a wide range of salary sacrificing options
• Benefits and initiatives to support your physical, mental and financial wellbeing including, comprehensive medical and life insurance cover
• Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Access to company funded emergency and backup dependent care services
• Recognition and service awards
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Macquarie Asset Management

Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage $A720 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.

All figures as at 30 September 2025, excluding assets acquired by Nomura on 1 December 2025.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.