- As a Financial Planning and Analysis Manager at EFG, you will be responsible for driving the implementation and enhancement of financial planning and analysis tools, models, and processes
- You will ensure accuracy, consistency, and transparency in financial data and drivers, providing the broader Controlling & FP&A team and key stakeholders with the analysis needed to inform decision-making and support strategic initiatives
- You will serve as a key member of the Controlling & FP&A team, responsible for Group forecasting, long-range planning, and financial modelling, while partnering closely with the wider finance team and senior leaders across the business
- Long-Range Planning & Financial Modelling: Own and enhance the Group integrated 3-statement financial model and support preparation of the Group 5–10-year plan, including long-term P&L, Balance Sheet, and Cash Flow forecasting
- Forecasting & Analysis: Support forecasting of central costs, Balance Sheet, and Cash Flow, including variance analysis and identification of key financial drivers
- Management & Board Reporting: Support preparation of Management and Board reporting deliverables, including monthly reporting packs, annual budget, reforecasting, long-range planning, and cash flow variance analysis
- Group KPI Analysis: Own and enhance monthly KPI reporting, translating operational performance into financial impact
- This includes partnering with the Data Enablement team to develop and improve KPI reporting where applicable
- Strategic Finance Support: Partner with stakeholders across the business to assess strategic initiatives and develop financial models to support commercial and operational decision-making
- M&A & Corporate Projects: Support M&A and other corporate finance projects as and when they occur, including challenging assumptions, scenario analysis, and incorporation into the Group financial model
- External Shareholder Support: Support preparation of financial analysis and materials for external shareholders, lenders, and other key stakeholders
- Process Improvement: Identify opportunities to improve financial planning, forecasting, and modelling processes, tools, and governance across the FP&A function
- Departmental Support: Provide flexible support across the broader Controlling & FP&A department as priorities evolve
Benefits
- Flexible working hours
- Gaming room
- Daily lunches provided
- Monthly massages
- Relocation assistance
- Paid online training courses
- Pension scheme
- Quarterly team outings
- 5-a-side twice monthly
- Days off for conferences
- Refer a friend bonus
- Team knowledge sharing sessions
Analytical Skills: Your strengths lie in robust financial and analytical acumen, allowing you to interpret complex data effectively and support strategic decision-making.
Technical Proficiency: You are highly proficient in Microsoft Excel & Google Sheets, including experience with 3-statement financial model building, and presenting financial information using slides and visualisation tools.
Problem Solving: Strong critical-thinking abilities empower you to identify and tackle financial and operational challenges effectively.
Qualifications: Chartered Accountant (ACA, ACCA, CIMA) or equivalent qualification with 4+ years PQE.
Work Ethic: You are a proactive self-starter who prides yourself on accountability, attention to detail, and the professional presentation of your work.
Adaptability: You are a quick learner used to working in agile environments and managing multiple priorities simultaneously.
Experience: You have a strong foundation in financial analysis and experience translating financial outputs into clear stakeholder insights. Experience within FP&A, transaction services, corporate finance, or a similar analytical finance environment is advantageous.
Communication: Your communication skills, both written and verbal, allow you to present financial information clearly and confidently to senior stakeholders.
