Financial Planning and Analysis Manager

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.