Financial Planning and Analysis Director

gen2fund.com; Greater London; Hybrid; GBP 90,000 - GBP 120,000; Full time

Job summary

A financial services firm is seeking an FP&A Director to enhance the budgeting and forecasting process. This role involves consolidating and analyzing financial data, assisting budget-holders in achieving their financial targets, and collaborating with the global FP&A team on various integration projects. The ideal candidate has over 10 years of post-qualification experience and advanced modelling skills. Agile Working options are available depending on business needs.

Qualifications

• Must have over 10 years of PQE in finance.
• Strong practice background or FP&A experience is preferable.
• Advanced financial modelling ability is required.

Responsibilities

• Build budgeting and forecasting processes.
• Assist Budget-holders with achieving financial targets.
• Consolidate and analyze financials including P&L, BS, and SCF.

Skills

Financial modelling

Revenue analysis

Expense analysis

Power BI

Education

ACA (or equivalent)

Tools

Cube Planning & Reporting tool

Job description

Overview

FP&A Director will build the budgeting and forecasting process and be the lead Business Partner across the organization, assisting Budget-holders with achievement of financial targets.

What you’ll be doing

Assist Head of Europe with financials related to:

• Quarterly Forecasts
• Annual Budget
• 5 Year Plan

Month End Close Reporting

• Consolidation and analyze of financials (P&L, BS, SCF)
• Partner with the Accounting team to review month end financials
• Commentary
• Revenue analysis
• Expenses analysis

“Supercharge” revenue analytics and reporting

Integration

• Work with Global FP&A team on the following integration items:
• Alignment of clients & funds/mandates with the US
• Alignment of department structure with the US

Utilization of Cube Planning & Reporting tool

Power BI – build out of reports and dashboards

Future system implementations

The ideal background for this role

• ACA (or equivalent)
• 10+ years PQE
• Advance financial modelling ability required
• Practice background and/or FP&A experience preferable

Role Location/Hybrid Schedule

This role is based in our London office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.