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A leading wealth management platform in Bristol is seeking a highly organized Technology Finance & Business Manager to manage departmental finances, oversee budgets, and coordinate resources. The ideal candidate will have experience managing large budgets and possess exceptional organizational and communication skills. This role is crucial for maintaining the financial integrity and effectiveness of technology teams within the organization.
Role Overview
We are seeking a highly organized and proactive Technology Finance & Business Manager to work closely with the Director of Transformation & Delivery to manage department finances, procurement, workforce management, and support reporting.
Your primary focus will be on managing the change and operational budgets of the technology teams, managing commercial agreements with suppliers, governing spend and contracts, and resource management & capacity planning.
You will play a crucial role in streamlining the efficient work of teams within the department, maintaining ownership of the overall financial and workforce position to enable teams to deliver the best outcomes for FNZ and our Clients.
You will have experience in managing large budgets in complex, rapidly changing environments. You will be able to rapidly identify areas of improvement and make changes for the good of the department.
Financial Management:
Own management of department budgets, ensuring spend is correctly attributed to initiatives and services
Oversee financial planning to ensure that the department spends within budget expectations, identifying, highlighting and escalating risks
Support in coordinating
Prepare financial reports, dashboards, and executive summaries for senior leadership and stakeholders
Interface with GroupFinance, and operate financial reporting systems
Resource Management:
Own and oversee resource plans across the department, identifying areas of under and over staffing to ensure the efficient allocation of resources
Own and oversee application of the skills framework, identifying areas missing key skills to ensure staff are developed effectively
Coordinate and assist in capacity planning, and organisational modelling
Provide support in resource management, planning and capacity management, and budget management to ensure the efficient allocation of security resources
Commercial Management:
Maintain an inventory of vendors and contracts centrally, highlighting upcoming renewals and expiry
Interface with Procurement to onboard and offboard suppliers on behalf of the department
Raise and coordinate purchase orders with vendors
Strategic Coordination & Communication:
Support the Director in managing executive-level correspondence and presentations
Experience Required
Experience in financial management, or a related role with strong preference for managing large budgets within an operational setting
Experience in a large enterprise, and interfacing with teams & processes such as finance, procurement, and HR.
Exceptional organizational and communication skills with attention to detail
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and data visualization tools
Ability to handle confidential information with discretion and professionalism.
Excellent communication and stakeholder management skills, with the ability to influence at all levels of the organization
Excellent spoken and written English
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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 over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.