Address
Form of workEquifind are working with a boutique investment management business based in the West End to add a key FP&A member to the team!
To date they now boast over $5bnAUM and over $2bn in committed capital with only 60 people in the business. This is a great opportunity for someone recently chartered or a year post qualified to come in and report directly into the Head of FP&A to provide key duties such as budgeting, analysis on financial data, key reports and MI packs for the management and board.
What Will I be Doing?
- Budget-setting at a Group and BU/BL level, to incorporate P&L, cashflow and balance sheet
- Rolling forecasts as above, including the managing of a diverse range of inputs, identifying risks & opportunities, providing insight and commentary as required
- Compile monthly MI packs for provision to the Executive Team & the Board
- Business and Investment case modelling
- Cashflow forecasting
- Assistance with on-going systems development and implementation ensuring the benefits are understood, documented and realised across the group as a whole
- Design and implementation of various reporting dashboards with relevant KPIs for the Group and BU/BL reporting using Microsoft Power BI and Microsoft Business Central
- Enhance data integrity and reporting controls to enable agile scenario reporting and analysis
- Analysing past financial performance, preparing competitor analysis, and examining market trends along with commentary for management
- Analysing previous budgets and forecasts and performing variance analysis to explain discrepancies
- Prepare specific analysis and special projects as required
Experience & Qualifications
- Fully Qualified Accountant (ACA/ACCA/CIMA)
- 0-2 years PQE
- Advanced Excel and PowerPoint skills
- Experience of working in a complex organisation with lots of change
- Be a self-starter and deliver reports in a timely and accurate manner
What In It For Me?
- Base salary of £65-75,000
- Discretionary annual bonus
- Employer pension contribution
- 26 days annual leave
- Private medical insurance coverage.
- Group income protection.
- Life assurance.
