A leading FX/CFD brokerage/trading firm in rapid-growth phase is looking for a FP&A Analyst to join their London team. This is a newly created role due to business expansion and the ideal profile is a FP&A Analyst/Financial Analyst working within Financial Services industry at present.
Responsibilities
- Prepare daily/weekly/monthly/annual financial analysis for management.
- Collate and analyse financial information for prior month – revenue, costs, client, and firm performance.
- Update information as necessary
- Prepare reports for management review.
- Perform exception reporting on MI.
- Perform ad hoc analysis as required.
- Perform financial analysis as required on an ad hoc basis.
- This includes analysis of competitors, appraisals of new strategic initiatives, design of new reports, analysis of costs and revenue lines, and projects.
- Assist with management of Finance data.
- Has joint ownership of Finance data, including Datamart, Analytics and Tableau filters and exceptions.
- Prepare KPIs.
- Collate and analyse financial information for prior week.
- Update information as necessary
- Prepare reports for management review.
- Assist Head of FP&A and Senior Management with preparation of financial information.
- This includes assisting with the preparation of the budget, forecasts, and exception reporting.
- Analysis of client and firm performance
- Assist Finance team with ad hoc tasks as required.
Ideal Candidate
- Education & prior experience
- Qualified accountant
- Preferably worked in financial services
- Has prior experience in business partnering and/or FP&A
- Prior financial modelling experience preferable
- Prior M&A experience advantageous though not necessary
- Ideally someone who knows what ‘best practice’ looks like, and/or has a breadth of experience.
- Skills
- Comfortable with P&L, Balance Sheets and Cash Flow statements and forecasting
- Has a good grasp of accounting concepts.
- Prior experience with Tableau advantageous
- Has a commercial mindset and is revenue, cost, and customer focused, and someone who asks the right questions and strives for the right outcomes.
- Superb data skills – needs to understand and be able to manipulate large datasets for analysis and understand data structures and how they work.
- Advanced Excel skills – pivot tables, indexes, matches. VBA skills helpful.
- Advanced PowerPoint skills – comfortable with preparing and presenting Board-level presentations.
- Comfortable with communicating with senior management/Board.
- Goal orientated and can deliver outcomes and projects in a timely manner
