At a Glance
- Tasks: Support a high-impact technology audit for a major UK retailer's finance systems.
- Company: Join Intelance, a leading advisory firm in enterprise architecture and technology.
- Benefits: Flexible day rate, senior team collaboration, and impactful advisory work.
- Other info: Opportunity for career growth in a dynamic, collaborative environment.
- Why this job: Make a real difference in finance planning for a major business.
- Qualifications: Experience with OneStream or similar EPM tools and strong FP&A knowledge.
The predicted salary is between 60000 - 80000 £ per year.
Intelance is an independent enterprise architecture, technology and cybersecurity advisory firm. We have been appointed to lead a board level, independent technology and data review for a large UK omnichannel retailer. We are building a senior expert team for an intensive eight-week diagnostic, running from early July. We need a finance systems and FP&A specialist who knows enterprise planning platforms such as OneStream, and can judge whether the retailer's planning, consolidation and reporting are robust enough to support a private equity backed growth plan.
Tasks
- Support an Intelance led independent technology audit.
- Review the current finance planning systems and FP&A process.
- Assess OneStream or equivalent EPM platform requirements, status, adoption and gaps.
- Review how P&L, balance sheet, cash flow and working capital planning are handled.
- Assess whether finance planning is properly linked to trading, supply chain, stock, margin and store/channel plans.
- Review driver based planning, forecasting cycles, scenario planning and cash visibility.
- Identify where spreadsheets, manual workarounds or weak data are affecting finance planning.
- Assess whether leaders can trust the finance data used for planning and reporting.
- Review finance master data, planning data, reporting data and links to wider business systems.
- Help judge what should be kept, fixed, bought, replaced, retired or simplified.
- Work with specialists across enterprise architecture, supply chain technology, data, engineering, cyber and technology cost.
- Turn finance systems findings into clear, plain English messages for senior leaders.
- Support the creation of a finance planning diagnostic, heatmap, roadmap and Board ready report.
Requirements
- Strong finance systems and FP&A technology experience.
- Experience with OneStream, Anaplan, Oracle EPM, SAP Analytics Cloud, Workday Adaptive Planning, Board, Tagetik, Planful or similar enterprise planning tools.
- Strong understanding of FP&A, budgeting, forecasting, cash flow planning, working capital and management reporting.
- Experience reviewing finance planning systems, not only using them as a finance user.
- Good understanding of how finance planning links to trading, supply chain, inventory, margin, sales and operational plans.
- Ability to identify where poor data, weak process, manual spreadsheets or low adoption are affecting finance decisions.
- Ability to assess whether an EPM or planning tool is properly implemented and used.
- Ability to explain finance systems issues in simple language to senior non-technical leaders.
- Strong commercial judgement.
- Ability to link finance systems issues to cash, margin, working capital, cost, reporting quality and decision speed.
- Availability to support proposal activity immediately, with potential delivery work over an eight week audit period.
Benefits
- Short-term, high impact advisory work.
- Potential involvement in a Board-level technology audit for a major UK business.
- Flexible day rate associate model.
- Clear role boundaries and defined finance systems scope.
- Opportunity to work with a senior team across enterprise architecture, engineering, cyber, data, AI, supply chain technology and technology cost review.
- Work that focuses on real business decisions, clear evidence and practical next steps.
Finance Systems and FP&A Specialist - OneStream / Enterprise Planning employer: Intelance
Intelance is an exceptional employer, offering a unique opportunity to engage in high-impact advisory work within a dynamic and collaborative environment. As a finance systems and FP&A specialist, you will be part of a senior expert team, working closely with industry leaders on a critical technology audit for a major UK retailer. With a focus on professional growth, flexible working arrangements, and the chance to influence key business decisions, Intelance fosters a culture of innovation and excellence that empowers employees to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Systems and FP&A Specialist - OneStream / Enterprise Planning
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Intelance for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Finance Systems and FP&A Specialist - OneStream / Enterprise Planning
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Intelance. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Intelance. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Intelance
✨Show Off Your Financial Savvy
When you're talking with Intelance, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Intelance.
