At a Glance
- Tasks: Join our FP&A team to assist with budgeting, forecasting, and financial analysis.
- Company: FNZ is a global leader in wealth management technology, partnering with top financial institutions.
- Benefits: Enjoy hybrid working, competitive pay, and opportunities for career advancement based on your impact.
- Other info: This role offers a chance to work in a fast-paced environment with exceptional colleagues.
- Why this job: Be part of a diverse team driving innovation in finance while making a real difference.
- Qualifications: You need to be a qualified accountant with strong Excel skills and analytical abilities.
The predicted salary is between 36000 - 60000 £ per year.
Role Overview
Support financial planning, forecasting, and performance reporting for the UK and Europe business, providing analysis and insight to enable effective decision‑making. Contribute to budgeting, forecasting, and management reporting processes, ensuring accuracy and timely delivery.
Key Responsibilities
Financial Planning & Forecasting
- Support the annual budget and periodic forecast processes, coordinating inputs and maintaining planning models.
- Produce forecast updates with variance analysis vs. budget and prior forecasts.
- Maintain and update financial models to support scenario analysis and planning assumptions.
Performance Reporting & Insight
- Deliver monthly management reporting (revenue, costs, EBITDA, cash) with clear variance commentary.
- Analyse performance vs. budget/forecast, identifying key drivers and trends.
- Highlight risks and opportunities with supporting data and initial recommendations.
Business Partnering
- Support finance business‑partnering activities with operational and commercial teams.
- Provide financial analysis to support decision‑making, including cost tracking and revenue performance.
- Assist in evaluating initiatives (e.g. pricing, cost efficiency, project performance).
Management Reporting & Data Integrity
- Ensure consistency between planning outputs and actuals in collaboration with Financial Control.
- Reconcile data across systems and investigate variances.
- Maintain data quality and integrity across reporting processes.
Process Improvement
- Identify opportunities to improve reporting efficiency, accuracy, and automation.
- Support development of standardised reporting and planning templates.
- Contribute to continuous improvement of FP&A processes and outputs.
Key Outputs (Exec‑ready)
- Monthly performance packs with variance commentary.
- Budget and forecast submissions.
- EBITDA / P&L bridges (actual vs. budget/forecast).
- Ad‑hoc analysis (projects, costs, revenue drivers).
Skills & Experience
Essential
- Part‑qualified or newly qualified (ACA / ACCA / CIMA).
- Experience in financial analysis, reporting, or FP&A.
- Strong Excel and financial modelling capability.
- Ability to produce clear, concise financial commentary.
Desirable
- Exposure to budgeting and forecasting processes.
- Experience working with large or complex datasets.
- Experience in a fast‑paced environment.
Personal Attributes
- Analytical and detail‑oriented.
- Proactive with a problem‑solving mindset.
- Strong communication skills with ability to simplify data.
- Collaborative and responsive to stakeholder needs.
FP&A Analyst employer: FNZ (Uk) Ltd
FNZ is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the opportunity to collaborate with diverse teams in Edinburgh or London. With a strong commitment to professional growth, FNZ provides significant career advancement based on individual contributions, alongside flexible working arrangements that cater to personal circumstances. Join us to be part of a rapidly growing global business that values innovation and empowers you to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A Analyst
✨Tip Number 1
Familiarise yourself with the specific financial forecasting tools mentioned in the job description, such as PowerBI and Anaplan. Having hands-on experience or even completing online courses on these platforms can give you a significant edge during interviews.
✨Tip Number 2
Brush up on your Excel skills, particularly advanced functions like PowerQuery, XLOOKUP, and PivotTables. Consider creating sample models or reports to demonstrate your proficiency, as this will showcase your technical ability to potential employers.
✨Tip Number 3
Network with professionals in the finance sector, especially those who work in FP&A roles. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss your previous experiences in budgeting and forecasting during interviews. Be ready to share specific examples of how you've contributed to financial processes and decision-making in past roles, as this will highlight your relevant experience.
We think you need these skills to ace FP&A Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial forecasting and budgeting processes. Emphasise your qualifications as a fully qualified accountant and any specific tools you've used, such as Excel modelling or planning and reporting tools.
Craft a Strong Cover Letter:In your cover letter, express your enthusiasm for the FP&A Analyst role and how your skills align with the responsibilities outlined in the job description. Mention your ability to build relationships and communicate effectively with colleagues at all levels.
Showcase Analytical Skills:Provide examples in your application that demonstrate your strong analytical skills. Highlight instances where you interpreted data to provide meaningful insights or identified variances in forecasts, as these are crucial for the role.
Highlight Adaptability:Given the fast-paced environment mentioned in the job description, include examples of how you've successfully adapted to changing business requirements in previous roles. This will show your potential employer that you can thrive in their dynamic setting.
How to prepare for a job interview at FNZ (Uk) Ltd
✨Showcase Your Technical Skills
As an FP&A Analyst, you'll need strong technical abilities, especially in Excel. Be prepared to discuss your experience with advanced functions like PowerQuery and XLOOKUP, and consider bringing examples of your work to demonstrate your proficiency.
✨Communicate Effectively
Excellent communication skills are essential for this role. Practice articulating complex financial concepts clearly and concisely, as you'll need to build relationships with colleagues at all levels. Think about how you can convey your insights in a way that resonates with different audiences.
✨Demonstrate Analytical Thinking
The ability to analyse data and provide meaningful insights is crucial. Prepare to discuss specific instances where you've identified variances or opportunities in financial data. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Be Ready for Scenario Questions
Given the fast-paced environment, expect scenario-based questions that assess your adaptability and problem-solving skills. Think of examples from your past experiences where you had to manage changing priorities or deliver under tight deadlines.
