Financial Planning & Analysis

An exciting opportunity to join a leading merchant banking group. Through encouraging fresh thinking, the right candidate will have a fantastic opportunity to develop a long term career within a dynamic and entrepreneurial business.

This role will cover a broad spectrum of responsibilities within the Finance function and will support in the delivery of finance operations as well as key business performance management processes, new business structuring, strategy development and ad hoc analysis.

Reporting into the Head of Finance, supporting in providing insightful and value added financial analysis and recommendations that support commercial decision making processes within the business as well as contributing to the budgeting and forecasting process.

The role will require key reporting to business stakeholders including the Board colleagues, as well as providing ad hoc deep dive analysis and business enhancing MI to support the Senior Management team.

Key Responsibilities

Business Partnering:

• Working closely with the business to understand business drivers;

• Building strong relations with the Board / Senior Management / Group on all aspects of reporting and analysis;

• Continuing to challenge all processes to increase productivity;

• Challenging results and seeking opportunities to increase income / reduce costs;

• Providing ad hoc financial analysis

Reporting:

• Reporting monthly, quarterly and annual results with review and analysis of key trends;

• Reporting to the Board, Senior Management and Bank;

• Enhancing reporting and proactively building the reputation of the Finance team;

• Creation of a suite of MI containing thorough and robust reporting of but not restricted to budget & forecast variances, intermediary profitability, analysis on performance, future insight on scenarios for the business, recommendations to the business based on analysis

Budgeting and Forecasting:

• Develop and continually improve financial planning models ensuring all models are fully documented with explanatory notes;

• Modelling annual budgets and strategic plans, working with the business to build and challenge key assumptions;

• Producing monthly forecasts including associated sensitivities / scenarios. Understanding and challenging all key figures / assumptions

Business Unit Support: 

• Develop and maintain robust relationships with key personnel across the business as well as external parties;

• Support on key projects impacting the business including accounting standard updates, strategic changes and investment projects;

• Regular review of service provided to units (from both an information provision perspective and a support/business partner perspective);

• Create & manage a support structure to the businesses which is clearly communicated

Risk & Compliance:

• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

 Education & Qualifications

Essential:

• Graduate; commercially strong and analytical, with experience in a business partnering role

• Accounting qualification – ICAEW/ICAS/CIMA/ACCA

• Advanced IT skills - Microsoft Office specifically excel skills and strong PowerPoint skills;

Desirable:

• Prior FP&A experience