A new role has been created for an FP&A Analyst, reporting to the FP&A Senior Manager, to help build out the rapidly evolving FP&A capability, to increase the value and commerciality of insights provided to management across the business and to drive forward-looking business decision making and automation of management reporting. This role will likely suite a capable and technically strong FP&A analyst, looking to make their mark at an ambitious and growing firm. Having completed a major corporate transaction in 2022, the Group is now embarking on its next 5-year plan, to grow AUM to >£5bn. In line with these plans, the Finance Department is also executing a strategic and digital transformation programme, to right size its capabilities for the planned growth. A central objective of this strategy is to enhance the existing FP&A capability.

Key Accountabilities

• Managing and producing monthly reporting packs to meet business and group reporting needs.
• Driving the FP&A month-end and year-end reporting processes, ensuring data accuracy and consistency.
• Coordinating and finalising high-quality monthly CFO review decks and management information (MI) packs.
• Supporting in developing quarterly and annual budget and 5-year plan.
• Assist in building and maintaining complex financial models
• Support the Senior Manager in digital transformation projects, to embed greater use of data analytics and automation across the Finance Department.
• Identifying and delivering process improvements that add value.

Skills & Competencies

• Experience of FP&A best practices, across financial modelling, trend analysis, data combination and reporting.
• Ideally gained working in a bank or specialist lending business, with an understanding of key business dynamics and metrics. Experience of securitization would be an advantage.
• Analytical and hands-on by nature, happy building complex models but with an emphasis on automating where possible.
• Keen to make their mark by building a highly visible capability at an ambitious firm.
• Quality verbal and written communication skills.

Knowledge & Qualifications

• Part or Fully Qualified accountant.
• Proficient with business intelligence and data visualisation tools to manipulate large data sets.
• Strong technological literacy and modelling skills.

Personal Attributes

• Highly numerate and articulate.
• Driven and enjoys building and developing teams.
• Robust and comfortable working to deadline and under pressure.
• Persuasive.
• Flexible, calm and self-assured.