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For Companies At a Glance
- Tasks: Lead financial analysis and reporting for investment funds, enhancing forecasting and budgeting processes.
- Company: Join a rapidly growing nationwide business making waves in the UK market.
- Benefits: Enjoy 25 days annual leave, hybrid working, and a comprehensive health cash plan.
- Why this job: Be part of a dynamic team, engage with stakeholders, and contribute to community-focused investment strategies.
- Qualifications: Must have a finance qualification (ACCA, CIMA, or ICAEW) and experience in financial analysis.
- Other info: Ideal for data enthusiasts looking for autonomy in shaping financial insights.
The predicted salary is between 48000 - 72000 £ per year.
A well-established nationwide business is looking to appoint an FP&A Manager to join their expanding team. Over the past two years, the company has significantly increased its presence in the UK market, leading to the creation of this new role. This position will focus on analysing the performance of a portfolio of investment funds.
Benefits:
- 25 days of annual leave
- Pension plan
- Life Assurance
- Health cash plan
- Income Protection
- Bonus
- Hybrid Working: 2 days in the office
About The Role:
In the role of FP&A Manager, you will oversee the FP&A and reporting process, providing insights and strategic support to stakeholders and the management team. This position will involve working with large datasets. Key responsibilities will include enhancing the current financial model to support forecasting and budgeting efforts, which will encompass monthly, quarterly, and long-range forecasts extending up to 10 years.
Specific duties will include:
- Preparing monthly, quarterly, and annual financial reports that offer insights into fund performance, highlighting trends, variances, and key financial metrics.
- Leading the development of forecasts and budgets in alignment with the strategic objectives of the funds.
- Developing and maintaining financial models to assess the performance of each fund, including key performance indicators (KPIs) and financial metrics.
- Collaborating with senior leadership, fund managers, and internal teams to convey findings and recommendations based on financial analysis.
In addition to portfolio analysis, performance management, and reporting, the role will also involve analysing demographics, including diversity and inclusion assessments of the target market, as well as evaluating the opportunities generated by the investment fund for the local community. This position is ideal for individuals who enjoy exploring data while actively engaging with stakeholders and management. You will be responsible for re-modelling group-based information and breaking it down by each investment portfolio. You will be contributing to a positive workplace culture and playing a pivotal role in the development of the FP&A function for this growing enterprise. If you are seeking an opportunity to design and develop management information for the UK business with considerable autonomy, this role may be a great fit for you.
The Successful FP&A Manager Will Have:
- A formal qualification in finance (ACCA, CIMA, or ICAEW).
- A strong background in budget management, forecasting, and financial analysis, including reviews of balance sheets and cash flows.
- Proficiency in Power BI, which will be used for reporting and visualization.
- A solid foundation in financial reporting and performance analysis, including metrics reviews.
Financial Planning and Analysis Manager employer: Howett Thorpe
Contact Detail:
Howett Thorpe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning and Analysis Manager
✨Tip Number 1
Familiarise yourself with the latest trends in financial modelling and analysis. Understanding how to enhance financial models for forecasting and budgeting will give you a competitive edge, especially since this role focuses on long-range forecasts.
✨Tip Number 2
Brush up on your Power BI skills. Since proficiency in Power BI is essential for this position, consider taking an online course or working on personal projects that involve data visualisation to showcase your capabilities.
✨Tip Number 3
Network with professionals in the finance sector, particularly those involved in FP&A roles. Engaging with industry peers can provide insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 4
Prepare to discuss your experience with stakeholder engagement. This role requires collaboration with senior leadership and fund managers, so having examples ready of how you've successfully communicated financial insights will help you stand out.
We think you need these skills to ace Financial Planning and Analysis Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, analysis, and reporting. Emphasise your qualifications such as ACCA, CIMA, or ICAEW, and showcase your proficiency in tools like Power BI.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities of the FP&A Manager role. Mention your experience with budgeting, forecasting, and financial analysis, and how you can contribute to the company's growth.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as data analysis, financial modelling, and stakeholder engagement. Provide examples of how you've successfully used these skills in previous positions.
Showcase Your Understanding of the Company: Demonstrate your knowledge of the company’s recent growth and its impact on the UK market. Discuss how your background aligns with their strategic objectives and how you can support their financial goals.
How to prepare for a job interview at Howett Thorpe
✨Showcase Your Financial Acumen
Be prepared to discuss your qualifications in finance, such as ACCA, CIMA, or ICAEW. Highlight your experience with budget management and forecasting, and be ready to provide examples of how you've successfully analysed financial data in previous roles.
✨Demonstrate Data Proficiency
Since the role involves working with large datasets, make sure to showcase your proficiency in tools like Power BI. Prepare to discuss specific projects where you used data visualisation to drive insights and support decision-making.
✨Engage with Stakeholders
The position requires collaboration with senior leadership and fund managers. Be ready to share experiences where you've effectively communicated financial findings and recommendations to non-financial stakeholders, demonstrating your ability to convey complex information clearly.
✨Understand the Company’s Market Position
Research the company’s recent growth in the UK market and understand its investment funds. Being knowledgeable about their portfolio will allow you to ask insightful questions and show your genuine interest in contributing to their strategic objectives.
