At a Glance
- Tasks: Lead financial planning, budgeting, and analysis to drive business performance.
- Company: Join a leading Investor Services group with a global presence.
- Benefits: Competitive salary, generous pension, health cover, and flexible working options.
- Other info: Embrace a diverse culture focused on sustainability and career growth.
- Why this job: Make a real impact in finance while collaborating with top industry leaders.
- Qualifications: Qualified accountant with strong FP&A experience and advanced Excel skills.
The predicted salary is between 54000 - 66000 £ per year.
About IQEQ
We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world's top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We're driven by our Group purpose, to power people and possibilities.
As a Financial Planning and Analysis Senior Analyst, you will partner with Finance, Commercial, and Operational leaders across EMEA to deliver strategic financial planning, insightful analysis, robust forecasting, and decision support that drives revenue growth, profitability, and business performance.
What you'll do:
- You’ll lead budgeting, forecasting, variance analysis, and trend reporting across revenue, costs, margins, headcount, and productivity, providing actionable insights, identifying risks and opportunities, and recommending corrective actions.
- You’ll build and maintain robust financial models, scenario analyses, business cases, and investment appraisals to support strategic planning, commercial decisions, and long-term business growth.
- You’ll partner with senior stakeholders across Finance, Commercial, and Operations to improve forecast accuracy, challenge assumptions constructively, and translate operational activity into meaningful financial outcomes.
- You’ll prepare executive-level reporting, presentations, and performance reviews, converting complex financial data into concise, commercially relevant insights for senior management and board-level audiences.
- You’ll leverage your accounting qualification, advanced Excel modelling expertise, strong commercial acumen, and reporting tools such as Workday Adaptive Planning, NetSuite, Power BI, Sharperlight, or equivalent systems to influence stakeholders and support the delivery of the EMEA business plan.
What we offer:
- Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile.
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions.
- Wellbeing: Additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP.
- Annual leave: All our employees are entitled to 25 days paid leave, plus all UK public holidays. Enhanced maternity and paternity, including shared parental leave and adoption leave.
- Flexible working: We recognise the value of working flexibly and are keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
- Support and development: We will ensure you have the right training, tools and development plan to grow and improve your skills every day.
Qualifications:
You are a qualified accountant (CIMA, ACA, ACCA, or equivalent) with a strong accounting foundation, preferably gained in practice, and at least five years of post-qualification experience in FP&A, commercial finance, or finance business partnering. You possess advanced Excel and financial modelling skills, with proven expertise in forecasting, scenario analysis, budgeting, planning, and delivering data-driven insights to support business decisions. You have experience with reporting and planning tools such as Power BI, Workday Adaptive Planning, Sharperlight, NetSuite, or equivalent platforms, enabling efficient analysis and performance reporting. You demonstrate strong commercial acumen, effectively linking financial performance to business drivers, operational outcomes, and strategic objectives while working within global or multi-jurisdictional environments and multi-currency reporting structures. You excel at stakeholder management and communication, confidently presenting complex information to senior management and board-level audiences, influencing decisions, challenging assumptions constructively, and delivering high-quality outputs independently under tight deadlines.
Additional Information:
Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment. There is always more we can, and should do, to improve - whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We're committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees' careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success lead to our sustainability and success. We're emotionally invested in our clients right from the beginning.
Senior Analyst, Financial Planning and Analysis | London, UK employer: IQ-EQ
At IQ-EQ, we pride ourselves on being a top employer, recognised in The Sunday Times Best Place to Work 2025. Our commitment to employee wellbeing is reflected in our comprehensive benefits package, flexible working arrangements, and robust support for professional development, ensuring that every team member can thrive in a nurturing environment. With a diverse workforce and a focus on sustainability, we empower our employees to grow their careers while making a meaningful impact in the investment sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Analyst, Financial Planning and Analysis | London, UK
✨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 IQ-EQ. 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 Senior Analyst, Financial Planning and Analysis | London, UK
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 IQ-EQ.
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 IQ-EQ'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 IQ-EQ
✨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 IQ-EQ.
✨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 IQ-EQ 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 IQ-EQ 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.