At a Glance
- Tasks: Build and enhance financial models using Workday Adaptive Planning while collaborating with stakeholders.
- Company: Leading investment management firm focused on innovation and strategic growth.
- Benefits: Competitive salary, professional development opportunities, and a dynamic work environment.
- Other info: Ideal for those who love combining finance with technology in a collaborative setting.
- Why this job: Join a hands-on role to shape financial strategies and make impactful decisions.
- Qualifications: Qualified finance professional with strong FP&A and modelling experience.
The predicted salary is between 64800 - 79200 £ per year.
We are working with a leading investment management firm looking to appoint a qualified finance professional to its Financial Planning & Analysis team.
This is a hands-on FP&A role with a significant focus on
Workday Adaptive Planning . Candidates must have practical experience building models and managing integrations within Adaptive .
The role
- Build new financial planning models within Workday Adaptive Planning , working directly with stakeholders to understand requirements.
- Maintain and enhance existing models, including three-statement financial models .
- Run
Adaptive integrations during each forecast cycle , pulling the latest data from source systems.
- Investigate and resolve integration, system, data and reconciliation issues .
- Validate data and model outputs to ensure accuracy and integrity.
- Develop forecasting, planning and analytical models to support strategic decision-making.
- Analyse financial and non-financial performance and communicate key drivers to stakeholders.
- Build financial models and business cases for investments and strategic initiatives.
- Identify opportunities to improve and automate FP&A processes.
- Strong
Workday Adaptive Planning experience.
- Demonstrable experience building and developing models within Adaptive .
- Hands-on experience with
Adaptive integrations , including running integrations and resolving data/reconciliation issues.
- Strong FP&A, forecasting and financial modelling experience.
- Experience working with three-statement financial models .
- Advanced Excel skills.
- Strong stakeholder management and communication skills.
- Qualified finance professional.
Experience with data visualisation, SQL, Python, M or LLM/AI tools would be beneficial but is not essential.
This position would particularly suit someone who enjoys combining
FP&A, financial modelling and planning systems and wants to play a key role in developing the firm's Adaptive environment.
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Financial Planning and Analysis Manager employer: Actus Search
Join a leading Investment Platform in London as a Product Manager, where you will enjoy a dynamic work culture that fosters innovation and ownership. With a competitive salary and the flexibility of working three days in the office, this role offers significant opportunities for professional growth and collaboration with senior leadership. Embrace the chance to shape the future of pensions while utilising cutting-edge AI tools in a supportive environment that values your ideas and contributions.
