Financial Planning & Analysis (FP&A) Analyst

About the role

The Financial Planning & Analysis (FP&A) Analyst supports the Group's financial planning, budgeting, forecasting, management reporting and business performance analysis. The role provides financial insights to management, monitors business performance, supports strategic decisions and assists with management, Board and external reporting. It combines financial analysis, management reporting, forecasting and business intelligence, and requires strong analytical capability and an understanding of the commercial drivers of the business.

Key responsibilities

• Budgets, rolling forecasts, strategic financial plans and business plans, including revenue, cost, profitability and cash flow forecasts, variance analysis and scenario modelling
• Monthly management accounts, executive dashboards, KPI reporting and business performance scorecards
• Revenue recognition support, including recurring revenue, pipeline conversion and revenue leakage analysis
• Month-end and year-end close support, including analytical reviews, reconciliations and variance analysis
• Board, executive committee and investor reporting, and support for consolidated, interim and annual financial statements and regulatory reporting
• Sales pipeline, business development and operational analytics, and dashboards using business intelligence tools
• Legal entity reporting, governance reporting, audit evidence and tax and regulatory reporting support
• Strengthening financial controls, cash-flow monitoring, debtor analysis and banking and treasury reporting
• Time recording, productivity monitoring and continuous improvement of reporting and forecasting processes

Required profile

• Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related discipline
• 3-4 years of experience in FP&A, financial analysis, management reporting or corporate finance, preferably in financial services or a regulated environment
• Preferred: CFA, ACCA, CIMA, CPA, ACA or equivalent professional qualification
• Advantageous: experience in financial services, professional services, asset management, fund administration or fiduciary services

Required skills

• Power BI, Power Query, Tableau or similar BI tools
• Advanced Microsoft Excel and financial planning systems, ERP systems
• Financial modelling, budgeting, forecasting, variance and profitability analysis
• Data visualization and reporting tools