Financial Planning and Analysis (FP&A) Associate - Global Investment Management Firm - Up to £40,000 + Bonus + Benefits + Study Support (if required)

  • Up to £40,000 + Bonus + Benefits + Study Support (if required)
  • London, England, United Kingdom
  • Permanent, Full time
  • LH Partners
  • 18 Mar 19

Our client is one of the most respected names in investment management with a solid track record of sustained growth. A well-run and stable business, they also have a strong reputation in the market for staff retention and career development. A global brand name, they have now released a newly created finance role within their Financial Planning and Analysis team to help a senior manager improve the company's reporting and help automate processes with their strong techncial skills, working with large and complex data sets. Strong Excel skills (up to VBA level) is essential.

Profile criteria:

  1. Part-Qualified (ACA/ACCA/CIMA) candidate with FP&A or Management Information experience 
  2. Excellent computer/systems knowledge with good data handling and data mining skills working with large and complex data sets, in particular strong Excel (VBA level is essential), Access and PowerPoint skills would be beneficial
  3. Excellent communication skills with ability to develop relationships with key stakeholders and effectively “tell a story” around the numbers and analysis

Main Duties & Responsibilities:

  • Management Information, Business Planning & Analysis, Business Partnering Support
  • Assist the Group Financial Planning and Analysis Manager with the delivery of Group-wide annual business planning process and monthly rolling 5 year forecast, to ensure that plans are aligned to strategic objectives at all levels of the Group. With direct responsibility for the development, maintenance and production of the Group’s planning / forecasting tools used to monitor, assess and report progress against financial targets;
  • Assist the Group Financial Planning and Analysis Manager with the development of Group-wide full P&L management information, including driver based variance analysis, to challenge the financial performance of the business segments to enable the Group Management Board to ensure targets are achieved and remedial action taken where necessary;
  • Work with the Group Financial Planning and Analysis Manager to develop, automate and implement business focused finance process change
  • Support the information requirements of the Group Management Board, enabling them to have appropriate financial insight and oversight of the business;

Key reporting deliverables:

  • Monthly flash results
  • Monthly close cost / revenue performance and headcount reports
  • Monthly group-wide variance analysis, consolidating the returns from the Finance Business Partners.
  • Monthly rolling 5 year forecast, exception and tactical and strategic flexing of the rolling forecast
  • Quarterly forecast packs for Group Management Board
  • Quarterly 5 year rolling forecast for the Group CFO
  • Annual 5 year business plan

Note: Strong Excel skills (up to VBA level) is essential