Financial Planning and Information Analyst - Global Investment Firm - £40,000 - £50,000 + Bonus + Benefits

  • £40,000 - £50,000 + Bonus + Benefits
  • Londres, Angleterre, Royaume-Uni
  • CDI, Plein-temps
  • LH Partners
  • 16 janv. 18 2018-01-16

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 MI Reporting team to help a senior manager build and create new reporting architecture and systems, while also getting involved in a commercial finance role, providing financial planning and analysis and finance business partnering services to various stakeholders across the business.

Profile criteria:

  1. Part-qualified up to Newly-qualified candidate (ACA, ACCA, or CIMA) with management reporting/FP&A/finance business partnering experience
  2. Excellent computer/systems knowledge with good data handling and data mining skills, in particular strong Excel, Access and PowerPoint skills essential
  3. Excellent communication skills with the ability to develop relationships with key stakeholders and effectively “tell a story” around the numbers and analysis
  4. Track record of building/creating reports, building or improving systems, implementing and improving finance processes
  5. Value-add mentality and approach

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 rolling 5 year forecast, to ensure that plans are aligned to strategic objectives at all levels of the Group. With direct responsibility for the maintenance and production of the Group’s planning / forecasting reporting 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 management information, including commercially focused 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;
  • Support the Group Financial Planning and Analysis Manager with the Finance Business Partnering of the Operations, IT and corporate functions within the firm
  • 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
  • Quarterly forecast packs for Group Management Board
  • Quarterly 5 year rolling forecast for the Group CFO
  • Annual 5 year business plan
  • Monthly group-wide variance analysis
  • Investment Management Dashboards
  • Margins reporting

Qualification and Requirements

  • Part qualified or recently qualified ACA, ACCA or CIMA, or equivalent experience;
  • Excellent computer/systems knowledge with good data handling and data mining skills, in particular strong Excel, Access and PowerPoint skills essential;
  • Strong analytical and numeracy skills essential;
  • Strong presentation skills;
  • Financial Services experience an advantage.