FP&A Analyst

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