Senior Associate, Financial Planning & Analysis
Senior Associate, Financial Planning & Analysis

Senior Associate, Financial Planning & Analysis

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist with financial forecasting, budgeting, and strategic analysis for business units.
  • Company: Barings is a global financial services firm focused on innovative investment solutions.
  • Benefits: Enjoy a collaborative culture, professional growth opportunities, and a commitment to diversity.
  • Why this job: Join a dynamic team that values integrity, communication, and impactful financial strategies.
  • Qualifications: 1-3 years in finance or related fields; degree in accounting or finance preferred.
  • Other info: Barings is an Equal Employment Opportunity employer, welcoming diverse applicants.

The predicted salary is between 43200 - 72000 £ per year.

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Title: Senior Associate, Financial Planning & Analysis

Department: Financial Planning & Analysis

Location: London, UK

Barings is a global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across Europe, North America and Asia Pacific.

Job Summary

This position will assist with key financial processes, including forecasting, budget planning, and strategic analysis for business unit(s) within the firm. The focus will be conducting financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations.

The successful candidate will have the ability to effectively interact and influence across a matrix business organisational structure and closely liaison with finance and business teams.

Primary Responsibilities

  • Partner with key functions and stakeholders across the firm to plan, analyse, and forecast financial and other key business success metrics
  • Financial reporting, analysis and ad hoc support for global business units
  • Produce financial reporting packs for European board meetings
  • Provide analytical support on a wide range of projects and cross-functional initiatives
  • Proactively search out ways to improve and streamline processes

Qualifications

  • Minimum 1-3 years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance Preferred
  • Degree in accounting or finance / qualified accountant (ACA, ACCA or CIMA or equivalent) / studying towards accountancy qualifications preferred.
  • Excellent analytical, communication (oral and written) and presentation skills
  • Ability to work across all functions and levels of an organisation
  • Strong motivation, high-level of energy and problem-solving skills
  • Takes ownership, responsibility for tasks and sees them through
  • Advanced level of Excel and PowerPoint required
  • Experience with Workday and Adaptive Planning a plus

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Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

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Senior Associate, Financial Planning & Analysis employer: Barings

At Barings, we pride ourselves on fostering a supportive and dynamic work environment in the heart of London, where our associates are valued for their contributions and encouraged to grow both personally and professionally. With a strong emphasis on collaboration and integrity, we offer competitive benefits, opportunities for career advancement, and a culture that champions innovation and excellence in financial services. Join us to be part of a global team dedicated to delivering exceptional results for our clients while enjoying a fulfilling and rewarding career.
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Contact Detail:

Barings Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Associate, Financial Planning & Analysis

✨Tip Number 1

Familiarise yourself with Barings' core values and mission. Understanding their commitment to client interests and associate development will help you align your responses during interviews, showcasing how your personal values resonate with theirs.

✨Tip Number 2

Network with current or former employees of Barings on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.

✨Tip Number 3

Brush up on your financial modelling and forecasting skills, particularly using Excel. Since these are key responsibilities for the role, demonstrating your proficiency in these areas during any practical assessments or discussions will set you apart.

✨Tip Number 4

Prepare to discuss specific examples of how you've improved processes in previous roles. Barings values efficiency, so showcasing your problem-solving skills and ability to streamline operations will highlight your fit for the Senior Associate position.

We think you need these skills to ace Senior Associate, Financial Planning & Analysis

Financial Analysis
Budget Planning
Forecasting
Strategic Analysis
Financial Reporting
Advanced Excel Skills
PowerPoint Proficiency
Analytical Skills
Communication Skills
Presentation Skills
Problem-Solving Skills
Stakeholder Management
Process Improvement
Team Collaboration
Attention to Detail

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Senior Associate position. Highlight key responsibilities and qualifications that resonate with your experience, ensuring you can address them in your application.

Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the requirements of the role. Emphasise your financial analysis, forecasting, and reporting skills, as well as any relevant experience in finance functions or consulting.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your understanding of Barings' values and how you can contribute to their goals. Use specific examples from your past experiences to illustrate your capabilities.

Proofread and Edit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.

How to prepare for a job interview at Barings

✨Showcase Your Analytical Skills

As a Senior Associate in Financial Planning & Analysis, you'll need to demonstrate your analytical prowess. Prepare examples of past financial analyses you've conducted, highlighting how your insights led to improved decision-making or streamlined processes.

✨Communicate Effectively

Strong communication skills are essential for this role. Practice articulating complex financial concepts in a clear and concise manner. Be ready to discuss how you've successfully collaborated with different teams in previous roles.

✨Demonstrate Problem-Solving Abilities

Barings values candidates who take ownership and responsibility. Think of specific challenges you've faced in financial planning or analysis and how you approached solving them. This will show your proactive mindset and dedication.

✨Familiarise Yourself with Relevant Tools

Since advanced Excel and PowerPoint skills are required, brush up on these tools before the interview. If you have experience with Workday or Adaptive Planning, be prepared to discuss how you've used these platforms to enhance financial reporting or forecasting.

Senior Associate, Financial Planning & Analysis
Barings
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  • Senior Associate, Financial Planning & Analysis

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-09-01

  • B

    Barings

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