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- Tasks: Lead financial planning, reporting, and analysis for a dynamic brokerage firm.
- Company: Exciting brokerage firm in London experiencing substantial growth.
- Benefits: Competitive salary, bonus, and a vibrant office culture.
- Why this job: Join a fast-paced environment and shape the future of finance.
- Qualifications: Qualified Accountant with 5+ years in financial services and FP&A experience.
- Other info: Office-based initially, then hybrid work model; great career growth potential.
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 London employer: Equifind
Contact Detail:
Equifind Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those in brokerage firms. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for those interviews by brushing up on your FP&A knowledge and financial modelling skills. Be ready to discuss how you can drive insights into revenue trends and cost drivers, as that’s what they’ll want to hear!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've implemented process improvements or automated reporting in previous roles. This will demonstrate your hands-on approach and commercial mindset.
✨Tip Number 4
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 who can contribute to our exciting growth.
We think you need these skills to ace Financial Planning and Analysis Manager in London
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 brokerage. We want to see how your skills align with the job description!
Showcase Your Analytical Skills: In your application, emphasise your analytical and commercial mindset. Share examples of how you've driven financial planning or improved processes in previous roles. This will show us you're the hands-on candidate we're looking for!
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate a straightforward approach that highlights your key achievements and how they relate to the responsibilities listed in the job description.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
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 improved reporting processes or provided insights that influenced business strategy.
✨Showcase Your Technical 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 and support decision-making.
✨Understand the Brokerage Landscape
Familiarise yourself with current trends in the brokerage industry. Be prepared to discuss how these trends could impact the firm's financial planning and analysis. Showing that you understand the market will demonstrate your commercial mindset and readiness for the role.
✨Prepare for Strategic Discussions
Since you'll be supporting the CFO in strategic discussions, think about how you can contribute to high-level conversations. Prepare insights on revenue trends and cost drivers relevant to the firm. This will show that you're not just focused on numbers but also on how they fit into the bigger picture.