The FP&A Business Partner is responsible for providing high‑quality financial planning, analysis and decision support to senior stakeholders, enabling effective performance management and informed strategic decision‑making.
The role combines strong commercial insight with financial discipline, acting as a trusted partner to the business while ensuring robust forecasting, reporting, governance and continuous improvement across FP&A processes.
The role will also lead the finance workstream for the implementation of a new FP&A system, ensuring business requirements are met, financial integrity is maintained and the solution is successfully embedded within the organisation.
Duties:
- Act as a trusted FP&A Business Partner, to Front Office, Back Office and senior management providing insight, challenge and decision support to drive strategic and commercial outcomes. A strong understanding of revenue drivers and front office economics, with the confidence and credibility to challenge assumptions and influence decision-making.
- Support the delivery of budgets and forecasts by providing high-quality analysis, inputs and insights to inform assumptions and outcomes, with a particular focus on revenue performance.
- Deliver accurate, timely and insightful management information, including variance analysis and performance reporting, clearly articulating financial drivers, risks and opportunities with a particular focus on revenues.
- Translate complex capital markets activity, products and revenue drivers into meaningful financial analysis to support decision‑making and performance optimisation.
- Maintain strong external awareness of market trends, peer activity and broader economic developments relevant to the business, using external data and benchmarking to inform financial insight, challenge assumptions and strengthen the quality of decision support provided to senior stakeholders.
- Present and communicate financial analysis and insights clearly, ensuring messages are tailored to the audience and support effective senior management decision‑making.
- Influence and challenge senior stakeholders constructively, balancing commercial objectives with financial discipline and risk awareness.
- Process improvement mindset with the ability to drive process improvements, automation and reporting enhancements to increase efficiency and insight.
- Contribute to the development of FP&A best practice, capability and standards across the wider finance function.
- Own the FP&A workstream for the implementation of the new FP&A system, defining requirements, processes, data structures and controls to ensure alignment with business needs and financial integrity.
- Partner with Technology, Finance Change and external vendors to deliver system design, testing (including UAT), data migration and deployment, ensuring accurate outputs, effective controls and continuity from legacy systems.
Your Skills and Experience:
- Strong experience in FP&A, financial planning, forecasting and performance analysis within a complex organisation, ideally in financial services.
- Strong knowledge of capital markets products and front‑office processes (e.g. trading, sales and product control), enabling effective financial analysis, forecasting and performance insight.
- Experience incorporating external market trends, peer benchmarking and economic data into financial analysis and decision support.
- Proven ability to operate as a trusted finance business partner to senior stakeholders, providing insight, challenge and clear financial advice, with the ability to tailor communication depending on the audience.
- Experience supporting budgets and forecasts through high‑quality analysis, robust financial inputs and clear articulation of assumptions.
- Track record of constructively challenging legacy processes and analytical approaches, influencing change to improve governance, efficiency and the quality of management information.
- Demonstrable experience working on finance change or transformation initiatives, including implementation or enhancement of financial systems.
- Strong understanding of end‑to‑end FP&A processes, financial controls, data structures and management reporting requirements.
- Experience working with modern FP&A, planning or performance management systems.
- Strong analytical skills, with the ability to interpret complex data, identify key drivers and communicate insights clearly and concisely.
- Strong communication skills, with the ability to present complex financial information clearly and concisely to senior stakeholders, and to adapt messaging depending on the audience.
- High attention to detail and a strong focus on financial integrity, governance and control.
Qualifications:
- Fully qualified accountant (e.g. ACA, ACCA or CIMA, or international equivalent).
- Strong grounding in financial planning, performance management and financial control within a complex, ideally financial services, organisation.