Senior FP&A Analyst

ACCA Careers; Belfast City District; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work

Competitive salary

Private pension

Private medical insurance

Salary review

Job summary

Ocorian in Belfast is looking for a Senior Finance Analyst who will drive overhead reporting, budgeting, forecasting and analysis. You will partner with stakeholders across the organisation to manage costs, identify efficiencies and support informed decision-making.

You will support group sales reporting, maintain financial controls, deliver commercial insights and contribute to the achievement of our strategic objectives. The role offers hybrid working and growth in a global firm.

Qualifications

• Professional accountancy qualification with ideally 3-5 years PQE.
• Experience in FP&A, budgeting, forecasting and variance analysis.
• Strong commercial awareness with ability to translate data into insights.

Responsibilities

• Support group level creation of sales and topline reporting.
• Produce monthly reporting and analysis of overheads vs budget/forecast/prior year.
• Explain variances and provide recommendations to stakeholders.
• Partner with budget holders to understand cost drivers and support decisions.
• Own process to allocate central overheads to business lines.
• Lead annual budgeting and in-year forecasting for overheads.
• Develop and improve reporting tools, processes and models.
• Ensure data integrity across reporting systems.
• Support ad hoc analysis, business cases and strategic projects.

Skills

Accountancy qualification

FP&A experience

Budgeting

Forecasting

Commercial awareness

Tools

Power BI

Job description

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

What's In It For You

• Competitive salary
• Hybrid working
• Private PensionPlan
• Private Medical Insurance
• Annual Salary Review

Job Description

Purpose of role

As Senior Finance Analyst, you will play a key role in driving business performance by providing insightful overhead reporting, budgeting, forecasting and analysis. You'll partner with stakeholders across the organisation to help manage costs, identify efficiencies and support informed decision-making. Alongside supporting group sales reporting, you will help maintain strong financial control, deliver meaningful commercial insight and contribute to the achievement of the company's strategic objectives.

Key Responsibilities

• Support on the group level creation of sales and topline reporting
• Produce monthly reporting and analysis of overheads across the business including any variances to budget, forecast and prior year.
• Investigate significant variances and provide clear explanations and recommendation to stakeholders.
• Partner with budget holders to understand cost drivers, challenge assumptions and support effective financial decision-making.
• Own the process to attribute central overheads to business lines
• Lead the annual budgeting and in year forecasting submissions for overheads.
• Develop, standardise and improve reporting tools, processes and financial models to increase efficiency and accuracy.
• Ensure financial data integrity and consistency across reporting systems and models.
• Support with ad hoc analysis, business cases and strategic projects.

Qualifications Required

Knowledge, Skills and Experience

• Professional accountancy qualification with ideally 3-5 years PQE
• Experience in an FP&A, Finance Analyst or business partnering role with exposure to budgeting, forecasting and variance analysis.
• Strong commercial awareness with ability to interpret financial data into business insights.
• Excellent organisational skills with the ability to manage multiple priorities and deadlines.
• Experience with Power BI or similar data visualisation or reporting tools are highly desirable.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there's anything we can do to make the process easier for you. You can reach us at [e-mail]. We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.