Financial Planning and Analysis Consultant

Main purpose of role
Provide direct support, understanding of financial metrics, KPIs and business plan to
Director of Finance, and CFO of Old Mutual Wealth.

Key Responsibilities and Scope of role
- Understand, support and, where necessary, challenge all business units within the client.
- Build and maintain trusted relationships within the business, supporting them in the
understanding of their finances, and finance impacts of actions.
- Support the Managed Separation process and relevant workstreams, including panfunctional co-ordination, production of MI, pro-formas and projections were relevant
and leading on specific key areas of the separation process.
- Support the annual business plan and monthly forecasts for the client,
including pan-functional co-ordination, ensuring the process and strategy are
developed to meet requirements.
- Provision of financial management information such as monthly business review packs, Board reports and Exco papers, and monthly NCCF reports. This activity is likely to include pan-functional co-ordination.
- Provide benchmarking and peer analysis to contextualise actual and planned
results.
- Review, challenge and improve reporting across the group.
- Analyse,monitor, understand and predict the impact of key variables on the financial metrics
of the business.
- Management of relationships with key group functions, such as Investor Relations and the business unit finance teams.
- Provision of ad hoc management information.
- Provision of external reporting for the Annual report, prelim and interim external
announcements.
- Support Head of Planning and Analysis in driving the development of management
information.

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