A private equity backed national wealth management and financial planning group is looking for an FP&A Analyst to join its growing finance team.

This is a business that has scaled rapidly across the UK, bringing together a network of advisory firms under one group, and it is now investing in the finance function that sits behind that growth.

Working closely with the Head of FP&A, you will play a central role in the reporting, budgeting and analysis that guides decisions across the group.

It is a strong opportunity for a commercially minded analyst to gain broad exposure and grow with an ambitious, acquisitive business.

The Role

Reporting to the Head of FP&A, you will support planning, reporting and analysis across the group.

• Prepare monthly management reporting and performance packs for senior leadership
• Support the annual budgeting and quarterly reforecasting cycles
• Build and maintain financial models to support planning and decision making
• Deliver budget versus actual and variance analysis across business units
• Develop KPI dashboards and management information for stakeholders
• Partner with operational teams to understand cost and revenue drivers
• Support analysis on acquisitions and integration as the group grows
• Help improve FP&A processes, systems and reporting quality

What does the right candidate look like?

• Part qualified or qualified (CIMA, ACCA or ACA), or a strong finalist
• Solid FP&A experience covering budgeting, forecasting and analysis
• Strong financial modelling and advanced Excel skills
• Experience with BI or planning tools such as Power BI is an advantage
• Comfortable partnering with non finance stakeholders
• Analytical, commercially aware and confident working with large data sets