FP&A Analyst

Beschreibung:

FP&A Analyst - Role Overview
Support financial planning, forecasting, and performance reporting for the UK and Europe business, providing analysis and insight to enable effective decision-making. Contribute to budgeting, forecasting, and management reporting processes, ensuring accuracy and timely delivery.

Key Responsibilities
Financial Planning & Forecasting
* Support the annual budget and periodic forecast processes, coordinating inputs and maintaining planning models
* Produce forecast updates with variance analysis vs. budget and prior forecasts
* Maintain and update financial models to support scenario analysis and planning assumptions

Performance Reporting & Insight
* Deliver monthly management reporting (revenue, costs, EBITDA, cash) with clear variance commentary
* Analyse performance vs. budget/forecast, identifying key drivers and trends
* Highlight risks and opportunities with supporting data and initial recommendations

Business Partnering
* Support finance business partnering activities with operational and commercial teams
* Provide financial analysis to support decision-making, including cost tracking and revenue performance
* Assist in evaluating initiatives (e.g. pricing, cost efficiency, project performance)

Management Reporting & Data Integrity
* Ensure consistency between planning outputs and actuals in collaboration with Financial Control
* Reconcile data across systems and investigate variances
* Maintain data quality and integrity across reporting processes

Process Improvement
* Identify opportunities to improve reporting efficiency, accuracy, and automation
* Support development of standardised reporting and planning templates
* Contribute to continuous improvement of FP&A processes and outputs

Key Outputs (Exec-ready)
* Monthly performance packs with variance commentary
* Budget and forecast submissions
* EBITDA / P&L bridges (actual vs. budget/forecast)
* Ad hoc analysis (projects, costs, revenue drivers)

Skills & Experience
Essential
* Part-qualified or newly qualified (ACA / ACCA / CIMA)
* Experience in financial analysis, reporting, or FP&A
* Strong Excel and financial modelling capability
* Ability to produce clear, concise financial commentary

Desirable
* Exposure to budgeting and forecasting processes
* Experience working with large or complex datasets
* Experience in a fast-paced environment

Personal Attributes
* Analytical and detail-oriented
* Proactive with a problem-solving mindset
* Strong communication skills with ability to simplify data
* Collaborative and responsive to stakeholder needs

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 the world's leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future