Senior FP&A Analyst

Ocorian; Belfast City District; On-site; GBP 52,000 - 70,000; Full time

Benefits offered by this job

Private Pension Plan

Private Medical Insurance

Annual Salary Review

Job summary

Ocorian in Belfast is seeking a Senior Finance Analyst to drive overhead reporting, budgeting and forecasting, partnering with stakeholders to manage costs and enable informed decision-making across the group. You will translate financial data into meaningful insights for senior management.

You will own the annual overhead budgeting process, deliver monthly variances analysis, and develop robust reporting models to increase efficiency and data integrity.

Qualifications

• PQE of 3-5 years in FP&A or finance analyst roles.
• Experience with budgeting, forecasting and variance analysis.
• Strong commercial awareness with ability to translate data into insights.
• Excellent organisational skills and ability to manage multiple priorities.
• Power BI or similar data visualization tools desirable.

Responsibilities

• Support group level creation of sales and topline reporting.
• Produce monthly reporting and analysis of overheads including variances to budget, forecast and prior year.
• Investigate significant variances and provide explanations and recommendations 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.

Skills

FP&A experience

Budgeting

Forecasting

Variance analysis

Commercial awareness

Organisation

Education

Professional accountancy qualification with 3-5 years PQE

Tools

Power BI

Job 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 withOcorian.

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

• PrivatePensionPlan


• 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.

#LI-BF1

#LI-Hybrid

Qualifications

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 areCLIENT 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 areAMBITIOUS– 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 areAGILE– 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 areCOLLABORATIVE– 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 areETHICAL– We behave with integrity at all times and assume positive intent, buildingtrust 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 [emailprotected] .

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.