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- Tasks: Drive financial analysis, budgeting, and forecasting for a global wealth advisory firm.
- Company: Join AlTi Tiedemann Global, a leading NASDAQ listed investment advisory firm.
- Benefits: Gain valuable experience in a dynamic environment with competitive compensation.
- Why this job: Make an impact on financial decisions that resonate across generations.
- Qualifications: 5+ years in financial planning, with strong analytical and presentation skills.
- Other info: Collaborative culture with opportunities for growth and diverse perspectives.
The predicted salary is between 36000 - 60000 £ per year.
AlTi Tiedemann Global (AlTi) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.
At AlTi, performance excellence is the baseline. We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. Our close partnership with clients means that culture is not an accessory to our business; it’s the foundation of our success.
AlTi’s Finance team is seeking an FP&A specialist to join their high-performing organization. The Global FP&A team partners closely with AlTi’s business leaders to drive financial analysis, budgeting, forecasting, as well as to accelerate the modernization of the company’s financial reporting infrastructure.
This role, reporting into the Head of Global FP&A, is a highly visible and hands-on role that will work closely with senior leadership including the company’s CFO, and will offer exposure to members of our Board of Directors. The role offers a public company FP&A experience at a global level by developing key analytics and insights to enable business decisions.
Job Responsibilities:
- Partner with the executive leadership to provide business analytics and timely forecasts to determine current and future financial performance.
- Drive the implementation of rolling forecasts and support the quarterly earnings guidance to the investor community.
- Prepare Board of Directors materials and presentations to summarise financial outlook and offer insightful recommendations.
- Support the modernization of AlTi’s financial reporting infrastructure by leveraging OneStream’s dashboarding and visualization capabilities.
- Work collaboratively with the Finance teams to support and review monthly financial reporting performance and drive timely reporting.
- Drive the successful and timely completion of special projects.
- Develop strong banking relationships and assist with capital markets transactions.
Qualifications:
- 5+ years of relevant financial planning and analysis experience with a relevant accountancy qualification.
- Bachelor’s degree in Accounting, Finance or Economics is a plus.
- Financial Services experience is highly desirable, especially within a global organization.
- Experience working in a dynamic financial planning & analysis team within a publicly traded company environment.
- Track record in preparing timely Board decks and other external presentations to a high degree of accuracy.
- Demonstrated background in organizing and distilling large data sets into a clear and concise analytical narrative.
- Proficiency with OneStream is highly preferred.
- Critical attention to detail and highly organized.
- Versatile collaborator, with exceptional work ethic, eager to learn, ask questions, and navigate across different perspectives.
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
Global Financial Planning & Analysis (6m fixed-term contract) employer: AlTi Tiedemann Global
Contact Detail:
AlTi Tiedemann Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Global Financial Planning & Analysis (6m fixed-term contract)
✨Tip Number 1
Network like a pro! Reach out to current or former employees at AlTi Tiedemann Global on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by diving deep into AlTi’s values and recent projects. Show us that you’re not just another candidate; you’re genuinely interested in how you can contribute to their mission of making wealth worth more.
✨Tip Number 3
Practice your financial analysis skills! Be ready to discuss how you’ve used data to drive decisions in past roles. We want to see your analytical prowess in action, so come armed with examples.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at AlTi.
We think you need these skills to ace Global Financial Planning & Analysis (6m fixed-term contract)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role. Highlight your relevant experience in financial planning and analysis, especially if you've worked in a global organisation. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Be sure to mention any specific experiences that relate to the job description.
Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to highlight your ability to distill large data sets into clear insights. We love seeing examples of how you've used analytics to drive business decisions in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AlTi Tiedemann Global
✨Know Your Numbers
Before the interview, brush up on your financial analysis skills and be ready to discuss key metrics relevant to AlTi's business. Understand how to interpret financial data and prepare to share examples of how you've used analytics to drive business decisions.
✨Master the Art of Presentation
Since you'll be preparing materials for the Board of Directors, practice summarising complex financial information into clear, concise presentations. Use storytelling techniques to make your insights engaging and memorable, as this will showcase your ability to communicate effectively with senior leadership.
✨Showcase Your Collaborative Spirit
AlTi values teamwork, so be prepared to discuss how you've successfully collaborated with cross-functional teams in the past. Share specific examples that highlight your ability to work with diverse perspectives and drive projects to completion, especially in high-pressure situations.
✨Be Ready for Technical Questions
Familiarise yourself with OneStream and other financial reporting tools mentioned in the job description. Be prepared to answer technical questions about your experience with these systems and how you've leveraged them to enhance financial reporting and analysis in previous roles.
