FP&A Manager

Trades Workforce Solutions; Greater London; Hybrid; GBP 80,000 - 90,000; Full time

Job summary

A dynamic brokerage firm based in London is seeking a finance manager to be an integral part of its finance function. The role involves monthly reporting, supporting the CFO, and requires strong analytical and commercial skills. Ideal candidates will have at least 5 years of experience in financial services, primarily in brokerage, and be proficient in financial modeling and tools like Power BI. The firm is experiencing substantial growth and offers a hybrid work model with an office presence three days a week.

Benefits

Competitive salary

Performance bonus

Flexible working arrangement

Qualifications

• 5+ years' experience in a financial services background, ideally from a brokerage.
• Experience in consolidations and financial modeling.
• Strong Excel systems experience and ability to deliver timely reports.

Responsibilities

• Own month-end close and maintain general ledger across multiple entities.
• Prepare monthly management reporting packs with KPIs and data visualizations.
• Support year-end statutory accounts production and annual audits.

Skills

Financial planning and analysis

Financial modeling

Power BI

Excel

Teamwork

Self-starter

Education

Qualified Accountant (ACA/ACCA/CIMA)

Tools

Power BI

Tableau

Job description

Equifind are excited to have teamed up with an exciting brokerage firm in London, who need a commercially minded, finance manager to join the firm after a period of exciting growth.

We're looking for a finance manager, who ideally has a background in the brokerage space or from a fast‑paced financial services background. This is a very hands on role, that has elements of monthly reporting but also requires you to be very analytical & commercial.

You will be integral to the finance function and be the first line of support for the CFO.

Key duties and responsibilities

• Own month‑end close across multiple entities in a timely and accurate manner
• Maintain the general ledger, reconciliations, journals, and intercompany processes
• Prepare consolidations for multiple entities in multi currencies for senior management
• Support the year end statutory accounts production
• Support with the annual audit
• Build and maintain product level profitability models
• Prepare monthly management reporting packs, including KPIs, variances, commentary and data visualisations
• Lead financial planning cycles: budget, forecast, 3 year plan, rolling forecasts
• Develop business wide analytics to support pricing decisions and capital allocation
• Support the CFO in shaping strategic discussions with senior leadership
• Provide proactive insights into revenue trends, cost drivers, and growth opportunities.
• Identify and implement process improvements across finance, reporting and control frameworks
• Support migration and enhancement of financial systems
• Champion automation and data integrity to strengthen institutional grade infrastructure
• Ad hoc projects as and requested by senior management

Experience & Qualifications

• A Qualified Accountant (ACA/ACCA/CIMA) with 5+ years' experience
• A financial services background is a must, ideally from a brokerage
• Strong background in FP&A and financial modelling
• Experience of consolidations
• Experience of Power BI/Tableau is a MUST
• Strong excel systems experience
• Be a self starter and deliver reports in a timely and accurate manner
• Be a team player

About the business

A brokerage firm that has been in operation for five years now and is enjoying a period of substantial growth, with more planned for the future. The atmosphere in the office is bustling, so you will be joining a business that is highly professional but full of energy.

The business offers the usual broking services and products but is always looking at new ways to grow and diversify. Revenue is forecasted to double over the next five years, which illustrates the owners' ambitions to be a major player in this market.

You will work closely with the CFO, to drive the FP&A piece for the future and look at competitor analysis to assist with future decisions.

The business likes new hires to be predominantly office based while they get up to speed and then you will be in the office 3 days per week with remaining two at home.

Salary

This finance manager opportunity in London will pay a salary in the region of £80k £90k, depending on your experience and industry background, as well as offering a competitive bonus.

We have a preference for candidates on no more than 4 weeks' notice but if you hit all the requirements then we might be able to wait.

Interviews will be over the new year.