FP&A Analyst
- Recruiter
- BSM Group
- Location
- London (Central), London (Greater)
- Salary
- £55,000 per annum + benefits
- Posted
- 19 Apr 2017
- Closes
- 26 Apr 2017
- Ref
- THFPM-99
- Job Title
- Financial Planning and Analysis
- Category
- Banking and Financial Services
- Experience Levels
- Newly Qualified
- Contract Type
- Permanent
- Hours
- Full Time
My client a leading PE backed Financial Services institution are seeking a high calibre individual with significant financial modelling experience.
The key aspects of the role include:
- To drive improvements and enhancements to financial forecasting and quarterly budget planning for our retail partnership portfolios that includes modelling KPIs that drive risk adjusted income including income, impairment and assets.
- Analysis and presentation of financial performance and driving dialogue on areas of P&L underperformance/over performance regularly with P&L Director and Senior commercial managers
- Analytical lead for FP&A driving optimal decision making through extensive financial and quantitative analysis and modelling partnering commercial and credit risk teams
- Support valuation and commercial propositions to retail partners and provide regular oversight to cash based returns for the portfolio (vintage profitability / NPV modelling)
- Forecasting/Planning and regular stakeholder dialogue:
o Creating and presenting comprehensive and robust budget packs to senior management.
o Providing review and challenge ahead of final submission to ensure budgets/ forecasts align with wider divisional expectations
o Delivering and presenting complex financial information in a concise, non-technical manner to an executive audience.
o Responsible for the accuracy of forecasts, ensuring the integrity of all forecasting models through continued evolution and enhancement.
o Support all medium and long term forecast ensuring all key stakeholders across the business are fully engaged
o Drive the intra month forecasts and present variance analyses for all key drivers of risk adjusted margin including yield, fee income and assets.
- Modelling and Insight
o Continually consider new forecast modelling methods, modelling technologies and other state-of-the-art forecast techniques driving customer insight and portfolio risk analytics and be an advocate for their consideration
o Lead the delivery of analytical support and insight to the wider business, specifically the commercial and risk teams.
o Automation and re-build of monthly and quarterly forecast models to make them more efficient (speed of delivery), accurate and fit for scenario planning
o Support development of cash flow models for use across Treasury related functions
o Provide commercial insight into areas of underperformance on Risk adjusted income and regularly present proposed corrective actions to senior management