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 of leave, hybrid working, and a comprehensive benefits package including health cash plan.
- Other info: Ideal for data enthusiasts looking for autonomy in a supportive workplace culture.
- 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.
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 – FP&A Manager
- 25 days of annual leave
- Pension plan
- Life Assurance
- Health cash plan
- Income Protection
- Bonus
- Hybrid Working: 2 days in the office
FP&A Manager – 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
#J-18808-LjbffrFinancial Planning and Analysis Manager in Hart employer: Howett Thorpe
Howett Thorpe is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. With a generous holiday allowance, competitive pension, and flexible working options, employees are empowered to thrive both personally and professionally in the vibrant town of Farnham. Join a dedicated team committed to fostering positive change and making a meaningful impact across multiple sites.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Analysis Manager in Hart
✨Tip Number 1
Familiarise yourself with the latest trends in financial modelling and analysis. Being well-versed in current methodologies will not only boost your confidence but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in FP&A roles. Engaging in conversations can provide you with insights into the company culture and expectations, which can be invaluable during interviews.
✨Tip Number 3
Brush up on your Power BI skills, as proficiency in this tool is crucial for the role. Consider taking a short course or working on personal projects that allow you to create reports and visualisations, showcasing your ability to handle large datasets.
✨Tip Number 4
Prepare to discuss how you've previously contributed to financial forecasting and budgeting processes. Be ready to share specific examples of how your insights have influenced decision-making, as this will highlight your strategic thinking abilities.
We think you need these skills to ace Financial Planning and Analysis Manager in Hart
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 Power BI.
Craft a Compelling Cover Letter:Write a cover letter that specifically addresses the responsibilities of the FP&A Manager role. Mention your experience with large datasets, forecasting, and budget management, and how you can contribute to the company's growth.
Highlight Key Achievements:In your application, include specific examples of past achievements related to financial analysis and reporting. Use metrics to demonstrate your impact, such as improvements in forecasting accuracy or successful budget management.
Showcase Stakeholder Engagement Skills:Since the role involves collaboration with senior leadership and fund managers, highlight any experience you have in engaging with stakeholders. Discuss how you've effectively communicated financial insights and recommendations in previous roles.
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 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 its investment funds. Being knowledgeable about their portfolio and the local community's demographics will show your genuine interest in the role and help you align your answers with their strategic objectives.
