FP&A Analyst - Manager

Role Description

The purpose of this role is to support the full range of the financial planning and forecasting activities of FNZ UK Ltd's finance function. Including establishing, managing and maintaining financial forecasts across FNZ UK.

The successful candidate will assist with all elements of the budgeting and forecasting process including modelling, analysis and reporting along with providing business partnering support to the wider business.

The role will report to the UK Finance Director with a further line into the Group FP&A team and will require strong technical ability, good communication skills and a commitment to high quality work.

Specific Role Responsibilities

• Maintaining various Excel forecast models and managing data inputs from relevant financial systems and reports, for Monthly and Annual forecasting cycles
• Managing the UK Cost & Revenue forecasting process, including regular update cycles and communications with the wider business.
• Preparation of monthly cost reporting and updating of relevant financial analysis for regular cost centre meetings.
• Analysing monthly ledger data to identify variances to forecast and to highlight any potential risks or opportunities
• Preparing ad-hoc reports or analysis to assist with management decision making
• Providing business partnering support & challenge to the wider business, including to relevant budget holders and senior management
• Serving as a point of contact for general budget / forecast enquiries from the wider business

This role is not in scope for activities which have a direct or indirect impact on CASS processing which takes place within FNZ for FNZ and / or FNZ's clients. There is a requirement to remain up to date with CASS developments and changes as communicated with FNZ.

Experience Required

At FNZ, we recognise that diversity, inclusion, and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner where all employees are valued and respected. In particular, we want to ensure accessibility needs are well supported thus, ensuring our recruitment process is fair and equitable for all applicants.

Please let us know if there is any support we can provide to ensure FNZ's recruitment process is fully accessible to you.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.

Skills Required

Budgeting, Microsoft Excel