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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 exposure to senior leadership and enhance your financial expertise.
- Why this job: Make a real impact in financial planning at a global level.
- Qualifications: 5+ years in financial planning with relevant qualifications; finance degree preferred.
- Other info: Dynamic environment with opportunities for diverse candidates.
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.
Other strategic work will include preparation of Board presentations and communications with external parties including Shareholders/Investors, Investment Banks, Rating Agencies, and Regulatory Authorities. This pivotal role will provide critical support on M&A, capital markets transactions, and special Management Team projects.
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.
- 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) in London 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) in London
✨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 us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by diving deep into AlTi’s recent projects and financial strategies. We want to show that we’re not just interested in the role, but also in how we can contribute to their mission of making wealth worth more.
✨Tip Number 3
Practice our storytelling skills! We need to articulate our past experiences in a way that highlights our analytical prowess and ability to drive financial performance. Let’s make those numbers come alive!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re serious about joining the AlTi team and contributing to their success.
We think you need these skills to ace Global Financial Planning & Analysis (6m fixed-term contract) in London
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 do at AlTi!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention any experience with Board presentations or financial reporting that makes you stand out.
Showcase Your Analytical Skills: In your application, don’t forget to showcase your ability to distill large data sets into clear insights. We love candidates who can provide analytical narratives that drive business decisions, so give us examples of your past work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at AlTi!
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 in your previous roles.
✨Master the Art of Storytelling
When preparing for the interview, think about how you can present your past experiences as compelling stories. Focus on how you’ve contributed to financial planning and analysis in a way that aligns with AlTi’s mission of guiding wealth with clarity and purpose.
✨Prepare for Board-Level Discussions
Since this role involves preparing materials for the Board of Directors, practice articulating complex financial concepts in a clear and concise manner. Be ready to discuss how you would approach creating impactful presentations that summarise financial outlooks and recommendations.
✨Show Your Collaborative Spirit
AlTi values teamwork and collaboration, so be prepared to discuss how you've worked effectively within a team. Share specific examples of how you’ve partnered with leadership or cross-functional teams to achieve financial goals, and highlight your ability to navigate different perspectives.
