At a Glance
- Tasks: Analyse investment fund performance and provide strategic insights to stakeholders.
- Company: A well-established nationwide business expanding in the UK market.
- Benefits: 25 days annual leave, pension plan, health cash plan, hybrid working, and bonuses.
- Other info: Dynamic role with autonomy and opportunities for career development.
- Why this job: Join a growing team and make a real impact on financial strategies.
- Qualifications: Formal finance qualification and experience in budgeting and forecasting.
The predicted salary is between 55000 - 65000 £ 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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Analyst
Industries: Staffing and Recruiting
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
Network like a pro! Reach out to your connections in the finance world, especially those who work in FP&A. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss how you've enhanced financial models in the past and how you can bring that expertise to the new role.
✨Tip Number 3
Showcase your analytical prowess! During interviews, share specific examples of how your insights have influenced decision-making in previous roles. Numbers tell a story, so make sure yours is compelling.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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 reflects the skills and experiences that align with the FP&A Manager role. Highlight your financial qualifications, budgeting experience, and any relevant tools like Power BI that you’ve used.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific achievements in financial analysis or forecasting that demonstrate your expertise.
Showcase Your Analytical Skills: Since this role involves working with large datasets, be sure to include examples of how you've successfully analysed data in the past. This could be through financial reports or performance metrics you've developed.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Howett Thorpe
✨Know Your Numbers
As an FP&A Manager, you'll be expected to handle large datasets and financial models. Brush up on your financial metrics and be ready to discuss how you've used data to drive decisions in the past. Prepare examples of your forecasting and budgeting experience to showcase your expertise.
✨Understand the Company’s Strategy
Research the company’s recent growth and strategic objectives. Be prepared to discuss how your role as FP&A Manager can align with their goals. This shows that you’re not just interested in the job, but also in contributing to the company's success.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills, especially around financial analysis and performance management. Think of scenarios where you had to analyse fund performance or make recommendations based on your findings, and be ready to explain your thought process.
✨Showcase Your Communication Skills
Collaboration with senior leadership and fund managers is key in this role. Be ready to demonstrate how you’ve effectively communicated complex financial information to non-financial stakeholders in the past. This will highlight your ability to convey insights and recommendations clearly.