At a Glance
- Tasks: Support financial planning and reporting for UK and Europe, providing insights for decision-making.
- Company: Join FNZ, a leader in wealth management technology and innovation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for growth and improvement.
- Why this job: Make an impact in finance while working with cutting-edge technology.
- Qualifications: Experience in FP&A or financial analysis; strong Excel skills required.
The predicted salary is between 55000 - 65000 £ per year.
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
- Experience in FP&A, commercial finance, or financial analysis roles within financial services, fintech or platform-based businesses.
- Strong track record operating in fast-paced, delivery-driven environments, balancing accuracy with tight timelines.
- 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.
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.
Applications for this role will close on 16th July 2026. We encourage early applications, as we may review candidates on a rolling basis.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
FP&A Manager employer: FNZ
At FNZ, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture, where every team member is empowered to make a meaningful impact from day one. Our commitment to employee growth is reflected in our global career opportunities and the emphasis we place on individual contributions over tenure, ensuring that your hard work is recognised and rewarded. Located in a vibrant environment, you will collaborate with diverse, expert teams while enjoying flexible working arrangements that cater to both professional and personal needs.
StudySmarter Expert Advice🤫
We think this is how you could land FP&A Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FNZ. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace FP&A Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FNZ.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FNZ's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FNZ
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FNZ.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FNZ will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FNZ employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
