Financial Planning & Analyst Manager

Job Description

My client provides investment administration and management services for large, UK Pensions schemes. The business has seen steady growth in recent years and counts some of the largest DC schemes in the UK among their clients, with responsibility for £20billion+AUM.The company is now entering a period of rapid growth and is seeking and experienced Financial Planning & Analyst Manager to be a key strategic partner to the leadership & executive teams as they take the business forward. Drawing on your financial expertise,you will collaborate closely with stakeholders, providing valuable insights into revenue optimisation, pricing strategies, and overall business strategy. This is a crucial role that will play a significant part in shaping the organisations financial future.This is a permanent role, with a salary up to £75,000 plus discretionary bonus, and employee benefits package. The company are based in the heart of the City but operate a fully hybrid working pattern, with an average of two days per week spent in the office.Key Tasks and Responsibilities

• Partner with key stakeholders to understand business objectives and develop revenue and pricing
• strategies aligned with corporate goals
• Lead the financial planning and analysis (FP&A) efforts, focusing on revenue streams, costs, and
• pricing structures
• Conduct thorough financial modelling and forecasting to provide accurate insights into revenue
• trends, cost drivers, and profitability
• Collaborate cross-functionally to gather and analyse data, ensuring timely and accurate reporting
• of financial performance
• Prepare comprehensive reports, dashboards, and presentations to effectively communicate
• financial analysis and recommendations to executive leadership
• Provide strategic guidance and recommendations based on financial insights, supporting the
• development of business strategies and initiatives
• Monitor market dynamics, industry trends, and competitive landscapes to identify opportunities
• and potential risks
• Drive process improvements, enhance financial systems, and optimize resource allocation across
• the organization
• Develop and maintain strong relationships with key stakeholders, fostering a business partnering
• approach to financial decision-making

Qualifications, experience, skills & competencies

• ACCA/CIMA or ACA qualified (essential)
• 2+ years’ experience in financial planning and analysis (FP&A) roles within a Fintech start up or
• scale up environment (essential)
• Proven success in developing revenue and pricing strategies that drive business growth and
• profitability
• Extensive knowledge of financial modelling, forecasting techniques, and pricing methodologies
• Strong analytical skills with the ability to extract actionable insights from complex financial data
• Excellent communication and presentation skills, with the ability to convey financial concepts to
• both financial and non-financial stakeholders
• Demonstrated experience in partnering with executive teams and influencing decision-making at a
• strategic level
• Proficiency in financial software and advanced Microsoft Excel skills
• Experience of working in a fast-paced, rapidly expanding organisation

Required skills

• Advanced Excel
• Financial Analysis
• Financial Modeling
• Financial Planning
• Financial Services
• Revenue Analysis
• Revenue Forecasting
• Pricing Strategy