FP&A Manager

FNZ; City of Edinburgh; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid and flexible working

Private health and life insurance

Learning and development opportunities

Career progression pathways

Job summary

FNZ is seeking an FP&A Manager to join our finance team in Edinburgh on a permanent basis. You will support budgeting, forecasting, and management reporting across FNZ globally, translating financial data into actionable insights for senior leaders.

You will partner with stakeholders to drive planning processes, develop robust financial models, and contribute to continuous improvement of FP&A processes in a fast-paced FinTech environment.

Qualifications

• Experience in FP&A, commercial finance, financial analysis, or management reporting.
• Background in financial services, FinTech, platform businesses, or other complex commercial environments.
• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Strong financial modelling and advanced Excel skills.

Responsibilities

• Support budgeting, forecasting, and management reporting processes.
• Coordinate planning inputs from business stakeholders across the Group.
• Produce forecast updates, variance analysis, and performance reporting.
• Maintain and enhance financial models to support planning and scenario analysis.
• Support development of financial assumptions used in budgeting and forecasting activities.

Skills

Financial modelling

Advanced Excel

Budgeting

Forecasting

Management reporting

Commercial insight

Stakeholder management

Analytical thinking

Education

Qualified accountant (ACA, ACCA, CIMA or equivalent)

Tools

Excel

Job description

Edinburgh

Permanent

FNZ is seeking an FP&A Manager to join our growing Finance team.

This is an exciting opportunity to play a key role in supporting financial planning, forecasting, performance reporting, and strategic decision-making across FNZ globally. Working closely with senior finance leaders and operational stakeholders, you'll provide meaningful financial insight that helps drive business performance and support continued growth across one of the world's leading wealth management technology organisations.

You’ll combine strong financial analysis with commercial awareness, helping leaders understand performance, identify opportunities, and make informed decisions in a fast-paced and dynamic environment.

The Opportunity

As an FP&A Manager, you’ll sit at the centre of financial decision‑making, supporting budgeting, forecasting, and management reporting activities across the business.

You’ll help translate financial data into meaningful insight, build strong relationships with stakeholders, and contribute to the continuous enhancement of reporting processes and financial planning capabilities.

This role offers an excellent opportunity for a commercially minded finance professional looking to broaden their exposure to business partnering, financial leadership, and strategic finance within a global FinTech organisation.

What You’ll Be Doing

Financial Planning & Forecasting

• Supporting the annual budgeting process and periodic forecasting cycles
• Coordinating planning inputs from business stakeholders across the Group
• Producing forecast updates, variance analysis, and performance reporting
• Maintaining and enhancing financial models to support planning and scenario analysis
• Supporting the development of financial assumptions used in budgeting and forecasting activities

Performance Reporting & Commercial Insight

• Delivering monthly management reporting covering revenue, costs, EBITDA, and cash performance
• Providing clear and meaningful variance commentary against budget and forecast
• Analysing key business drivers, performance trends, and financial outcomes
• Identifying risks and opportunities and supporting recommendations for improvement
• Producing executive‑ready financial analysis to support strategic decision‑making

Management Reporting & Data Integrity

• Ensuring consistency between planning outputs and reported financial results
• Reconciling data across multiple systems and investigating variances
• Supporting the accuracy, integrity, and quality of management information
• Working closely with Financial Control teams to ensure robust reporting processes

Continuous Improvement

• Identifying opportunities to improve reporting efficiency, automation, and accuracy
• Supporting the development of standardised reporting and planning templates
• Contributing to ongoing enhancements across FP&A processes, tools, and methodologies
• Helping drive a culture of continuous improvement and data‑driven decision‑making

What We’re Looking For

You’ll be analytical, commercially aware, and comfortable working with large volumes of financial data in a fast‑moving environment.

Skills & Experience

• Experience within FP&A, commercial finance, financial analysis, or management reporting roles
• Background in financial services, FinTech, platform businesses, or other complex commercial environments
• Qualified accountant (ACA, ACCA, CIMA or equivalent)
• Strong financial modelling and advanced Excel skills
• Experience supporting budgeting and forecasting processes
• Ability to interpret financial information and provide meaningful commercial insight
• Excellent analytical and problem‑solving skills
• Experience producing concise and impactful financial commentary
• Proven ability to manage multiple priorities and meet deadlines

Personal Attributes

• Strong attention to detail and commitment to accuracy
• Proactive and solutions‑focused mindset
• Excellent communication and stakeholder‑management skills
• Ability to simplify complex financial information for non‑finance audiences
• Collaborative approach with a strong customer and stakeholder focus
• A desire to learn, develop, and grow within a fast‑paced global organisation

What You’ll Need To Succeed At FNZ

• Strong commercial and analytical thinking
• The ability to translate financial data into actionable insight
• Confidence working with stakeholders across multiple business areas
• Excellent organisational skills and attention to detail
• A proactive approach to identifying opportunities for improvement
• Strong problem‑solving capabilities and intellectual curiosity
• The ability to adapt and thrive in a dynamic and evolving environment
• A commitment to continuous learning and professional development

Why Join FNZ?

At FNZ, you’ll be part of a high‑growth, global organisation transforming wealth management through technology and innovation.

We Offer

• Competitive salary and comprehensive benefits package
• Hybrid and flexible working arrangements
• Private health and life insurance
• Paid parental and volunteer leave
• Fully funded learning and professional development opportunities
• Clear career progression pathways within Finance and the wider organisation
• A collaborative, inclusive, and high-performance culture

About FNZ

FNZ is committed to opening up wealth by making wealth management more accessible. We partner with many of the world’s leading financial institutions to deliver technology‑enabled wealth management solutions that improve outcomes for millions of investors worldwide.

With thousands of employees across more than 30 countries, FNZ combines technology, expertise, and innovation to shape the future of wealth management.

Ready to turn data into insight and help drive business performance?

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end‑to‑end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.