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- Tasks: Drive financial planning and analysis for a fast-growing brokerage firm in London.
- Company: Join a dynamic brokerage firm with ambitious growth plans and a vibrant office culture.
- Benefits: Competitive salary, bonus potential, and flexible working arrangements after onboarding.
- Why this job: Be a key player in shaping financial strategies and driving business growth.
- Qualifications: Qualified Accountant with FP&A experience and strong analytical skills.
- Other info: Exciting opportunities for career advancement in a bustling, professional environment.
The predicted salary is between 80000 - 90000 £ per year.
Equifind are excited to have teamed up with an exciting brokerage firm in London, who need a commercially minded FP&A manager to join the firm after a period of exciting growth. We’re looking for a FP&A Manager, who ideally has a background in the brokerage space or from a fast‑paced financial services background. This is a very hands‑on role, that has elements of monthly reporting but also requires you to be very analytical & commercial in order to drive the FP&A function. You will be integral to the finance function and be the first line of support for the CFO.
Key Duties and Responsibilities
- Own month-end close across multiple entities in a timely and accurate manner
- Maintain the general ledger, reconciliations, journals, and intercompany processes
- Prepare consolidations for multiple entities in multi-currencies
- Support the year-end statutory accounts production
- Support with the annual audit
- Build and maintain product-level profitability models
- Prepare monthly management reporting packs, including KPIs, variances, commentary and data visualisations
- Lead financial planning cycles: budget, forecast, 3-year plan, rolling forecasts
- Develop business-wide analytics to support pricing decisions and capital allocation
- Support the CFO in shaping strategic discussions with senior leadership
- Provide proactive insights into revenue trends, cost drivers, and growth opportunities
- Identify and implement process improvements across finance, reporting and control frameworks
- Support migration and enhancement of financial systems
- Champion automation and data integrity to strengthen institutional-grade infrastructure
- Ad hoc projects as requested by senior management
Experience & Qualifications
- A Qualified Accountant (ACA/ACCA/CIMA) with 5+ years’ experience
- A financial services background is a must, ideally from a brokerage
- Strong background in FP&A and financial modelling
- Experience of consolidations
- Experience of Power BI/Tableau is a MUST
- Be a self‑starter and deliver reports in a timely and accurate manner
- Be a team player
About the business
A brokerage firm that has been in operation for five years now and is enjoying a period of substantial growth, with more planned for the future. The atmosphere in the office is bustling, so you will be joining a business that is highly professional but full of energy. The business offers the usual broking services and products but is always looking at new ways to grow and diversify. Revenue is forecasted to double over the next five years, which illustrates the owners’ ambitions to be a major player in this market. You will work closely with the CFO, to drive the FP&A piece for the future and look at competitor analysis to assist with future decisions. The business likes new hires to be predominantly office based while they get up to speed for the first few months and then you will be in the office 3 days per week with remaining two at home.
Compensation
London, England, United Kingdom: Salary £80,000-£90,000 per annum, dependent on experience and industry background, plus a competitive bonus.
Seniority Level
Mid‑Senior Level
Employment Type
Full‑time
Job Function
Accounting/Auditing
Industries
Financial Services, Investment Banking, and Investment Management
Interviews will be over the new year.
Financial Planning and Analysis Manager in England employer: Equifind
Contact Detail:
Equifind Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis Manager in England
✨Network Like a Pro
Get out there and connect with people in the financial services industry, especially those in brokerage. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and its culture. Think about how your experience aligns with their needs, especially in FP&A and financial modelling. We recommend practising common interview questions and having some insightful questions ready to show your interest.
✨Showcase Your Skills
When you get the chance, demonstrate your analytical skills and commercial mindset. Use examples from your past roles to highlight how you’ve driven financial planning and analysis. We want to see how you can add value to the team right from the start!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our growing team in this exciting brokerage firm.
We think you need these skills to ace Financial Planning and Analysis Manager in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the FP&A Manager role. Highlight your experience in financial services, especially if you've worked in a brokerage. We want to see how your skills align with the key duties mentioned in the job description.
Showcase Your Analytical Skills: Since this role requires a strong analytical mindset, don’t shy away from showcasing your financial modelling and reporting skills. Use specific examples from your past roles to demonstrate how you’ve driven insights and improvements.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still expressing your enthusiasm for the role and the company. Let us know why you’re the perfect fit!
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 any important updates. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Equifind
✨Know Your Numbers
As an FP&A Manager, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions in previous roles. Prepare examples of how you've built profitability models or improved reporting processes.
✨Showcase Your Software Skills
Since experience with Power BI or Tableau is a must, make sure you can talk about specific projects where you've used these tools. Bring along any dashboards or reports you've created to showcase your ability to visualise data effectively.
✨Understand the Brokerage Landscape
Familiarise yourself with the brokerage industry and current market trends. Be prepared to discuss how these trends could impact the firm's financial strategies. Showing that you understand the business will impress the CFO and demonstrate your commercial mindset.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities. Think about potential challenges in financial planning cycles or month-end close processes and how you would address them. Practising these scenarios will help you articulate your thought process clearly during the interview.
