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For Companies At a Glance
- Tasks: Lead strategic financial planning and analysis for the Group, influencing key stakeholders.
- Company: Equiom is a global professional services provider with over 45 years of experience.
- Benefits: Enjoy competitive salary, growth opportunities, and a supportive work culture.
- Why this job: Be part of a pivotal growth phase and make a real impact on the business.
- Qualifications: Post-qualified experience in FP&A, strong financial modelling, and stakeholder management skills required.
- Other info: Diversity and inclusion are core values; all backgrounds are encouraged to apply.
The predicted salary is between 43200 - 72000 £ per year.
Summary and Overview
- Senior Finance, Planning & Analysis Manager
- London (or within commuting distance)
- Permanent
- Full Time
- Competitive Salary & Benefits
Equiom is seeking a dynamic and experienced Senior Manager, FP&A to lead strategic financial planning and analysis across the Group. This is a high-impact role, providing essential insight into financial performance and helping drive informed decision-making at the highest levels of the organisation.
You will be responsible for corporate-level financial modelling and analysis, leading the budgeting and forecasting processes, and producing external reporting for the Board and senior lenders. A critical aspect of this role is your ability to influence and advise senior stakeholders including the CEO, Executive Committee (ExCo), Board members, shareholders, and lenders through clear, data-driven insights and recommendations.
This is a pivotal time for Equiom. With current investor Alcentra expected to exit in the medium term, the business is preparing for a new phase of growth under new ownership. The successful candidate will play a key role in preparing the business for sale, leading the financial workstream through the sale process, including ownership of Financial Due Diligence (FDD), and supporting the refinancing of the Group’s existing debt facilities
Your New Role
This list of duties is not exhaustive and may change from time to time according to business needs:
- Deliver Group-wide monthly financial reporting, preparing CFO and Banking packs
- Lead the annual Budgeting process and prepare forecasts. Set financial Targets as well as working with the business to agree plans to deliver to Target
- Provide the business with data driven insight to enable efficient decision making and identify value creating opportunities
- Prepare the business for sale and support the Equity sale process (timing TBC)
- Coach, develop and strengthen the FP&A and broader Finance team
What will you need to succeed in this role?
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
- A number of years\’ post qualified experience having worked in FP&A roles in industry, preferably in a private equity backed or blue-chip company
- Experience working in a transaction environment beneficial
- Financial modelling experience
- Accounting qualification
- Experience in leading Budgeting and planning cycles
- Experience preparing financial reporting, performing variance analysis
- Stakeholder management and ability to influence decision makers and lead conversations to ensure optimal financial outcomes for Equiom
- Strong organisation skills and ability to prioritise in a fast paced environment
- Understanding of finance systems and managing data, knowledge of how to use Power BI for reporting and data analytics a plus
- Ability to drive results, having a track record of high performance and examples of delivering improvements to controls and financial processes
- Excellent communication skills; ability to deliver key messages and drive action to improve results
- Exhibiting a Growth Mindset; having an inquisitive mind, desire to learn and take on stretch goals
- Self-motivated with an ability to organise and work independently
Personal attributes which would be seen in the ideal applicant include;
- Ability to drive results, having a track record of high performance and examples of delivering improvements to controls and financial processes
- Excellent communication skills; ability to deliver key messages and drive action to improve results
- Exhibiting a Growth Mindset; having an inquisitive mind, desire to learn and take on stretch goals
- Self-motivated with an ability to organise and work independently
Equiom Group – Let’s Achieve More, Together
For over 45 years, we’ve been helping high-net-worth individuals and international businesses bring their ambitions to life. Equiom is a global professional services provider, supporting private clients, corporate clients, and funds as they navigate the ever-changing business landscape.
We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected — offering exceptional, tailored end-to-end services to protect wealth and support business success. Our approach is personal, proactive, and built on strong, lasting relationships.
As a growing business, we’re always evolving — embracing change, investing in our future, and staying ahead of the curve. It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us.
Thinking of applying?
If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay — reach out for a confidential chat, and we’ll talk it through together.
Everyone’s welcome at Equiom
We’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences. Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.
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Senior Finance, Planning & Analysis Manager employer: Equiom Group
Contact Detail:
Equiom Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Finance, Planning & Analysis Manager
✨Tip Number 1
Familiarise yourself with Equiom's recent financial performance and strategic goals. Understanding their current position and future plans will help you tailor your discussions and demonstrate how your skills can directly contribute to their objectives.
✨Tip Number 2
Prepare to discuss your experience in financial modelling and analysis in detail. Be ready to share specific examples of how you've influenced decision-making in previous roles, especially in high-pressure environments or during significant transactions.
✨Tip Number 3
Highlight your stakeholder management skills by preparing anecdotes that showcase your ability to communicate complex financial information clearly to non-financial stakeholders. This will be crucial for the role as you'll be advising senior executives and board members.
✨Tip Number 4
Demonstrate your growth mindset by discussing any recent professional development activities or learning experiences. Show that you're proactive about enhancing your skills, particularly in areas like data analytics and finance systems, which are relevant to the role.
We think you need these skills to ace Senior Finance, Planning & Analysis Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis, particularly in private equity or blue-chip environments. Use specific examples that demonstrate your ability to influence decision-makers and lead budgeting processes.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Equiom and how your skills align with their needs. Mention your experience in financial modelling and stakeholder management, and provide examples of how you've driven results in previous roles.
Highlight Key Skills: Emphasise essential skills such as financial reporting, variance analysis, and the use of finance systems like Power BI. Make sure to showcase your strong communication skills and your ability to work independently in a fast-paced environment.
Showcase Your Growth Mindset: Demonstrate your inquisitive nature and willingness to learn in your application. Share instances where you took on stretch goals or improved financial processes, showing that you are self-motivated and eager to contribute to Equiom's growth.
How to prepare for a job interview at Equiom Group
✨Showcase Your Financial Modelling Skills
Be prepared to discuss your experience with financial modelling in detail. Bring examples of models you've built or worked on, and be ready to explain the thought process behind them. This will demonstrate your technical expertise and ability to provide data-driven insights.
✨Prepare for Stakeholder Management Questions
Given the importance of influencing senior stakeholders, think of specific instances where you've successfully managed relationships or led conversations that resulted in positive outcomes. Be ready to share these stories to highlight your communication and interpersonal skills.
✨Understand the Business Context
Research Equiom and its current market position, especially regarding the upcoming changes in ownership. Understanding the company's goals and challenges will allow you to tailor your responses and show how you can contribute to their strategic objectives.
✨Demonstrate a Growth Mindset
Equiom values individuals who are eager to learn and grow. Prepare to discuss how you've embraced challenges in the past, what you've learned from them, and how you plan to continue developing your skills in this role.