Financial Planning and Analysis Associate | London, UK

Financial Planning and Analysis Associate | London, UK

Full-Time No working from home possible
Macquarie Group

At a Glance

  • Tasks: Lead financial analysis and support strategic decision-making for a high-performing team.
  • Company: Join Macquarie Asset Management, a global leader in financial services.
  • Benefits: Enjoy 25+ days of leave, wellbeing initiatives, and flexible working arrangements.
  • Other info: Inclusive culture with opportunities for growth and professional development.
  • Why this job: Make a real impact while developing your career in a supportive environment.
  • Qualifications: Experience in financial planning and strong analytical skills required.

Joining the Financial Planning and Analysis team within Macquarie Asset Management, you will play a key role in providing insight, analysis and strategic support that helps senior leaders make informed decisions, while driving process improvement and expanding the reach of a high-performing team. We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you're empowered to shape a career that is fulfilling and creates value.

What role will you play? As an experienced Associate within the Financial Planning and Analysis team, you will lead business performance analysis, budgeting and forecasting activities for the central Sales and Marketing team, delivering high-quality insight and reporting that supports effective decision-making and cost management. Partnering with senior stakeholders across Macquarie Asset Management, you will provide clear and actionable analysis of business performance, cost and staffing movements, helping leaders understand trends and make informed decisions.

The role offers significant exposure across the business as you build trusted relationships, expand the team's support into currently under-served areas and enhance the quality and depth of financial planning and analysis provided to stakeholders. Alongside this, you will drive process improvement and automation initiatives that increase the efficiency, accuracy and timeliness of reporting and cost allocation activities, while contributing to strategic projects that support the continued growth and evolution of the team.

What you offer:

  • Experience in financial planning and analysis, business performance reporting or cost management within a large and complex organisation, with experience in asset management or financial services viewed favourably.
  • A recognised finance qualification such as CA or CPA, alongside strong analytical skills and the ability to interpret data to generate meaningful business insights.
  • Confidence building effective relationships with senior stakeholders and communicating financial information clearly to support decision-making.
  • A proactive and curious approach to identifying process improvement and automation opportunities that enhance efficiency and reporting quality.
  • Excellent communication and interpersonal skills, attention to detail, and the ability to balance detailed analysis with a broader commercial perspective; experience with Anaplan is advantageous.

What we offer: At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave.
  • 26 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers.
  • Paid fertility leave for those undergoing or supporting fertility treatment.
  • 2 days of paid volunteer leave and donation matching.
  • Access to a wide range of salary sacrificing options.
  • Benefits and initiatives to support your physical, mental and financial wellbeing including, comprehensive medical and life insurance cover.
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services.
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription.
  • Access to company funded emergency and backup dependent care services.
  • Recognition and service awards.
  • Hybrid and flexible working arrangements, dependent on role.
  • Reimbursement for work from home equipment.

Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage $A720 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.

Inclusion at Macquarie: We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of their identity, including age, disability, neurodiversity, gender (including gender identity or expression), sexual orientation, marriage or civil partnership, pregnancy, parental status, race (including ethnic or national origin), religion or belief, or socio-economic background. We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.

Financial Planning and Analysis Associate | London, UK employer: Macquarie Group

Macquarie Asset Management is an exceptional employer, offering a dynamic work culture that prioritises diversity, equity, and inclusion. With a commitment to employee growth, you will have the opportunity to lead a talented team while engaging with stakeholders globally, all within a supportive environment that encourages innovation and the use of cutting-edge technology. Join us in shaping a fulfilling career that not only drives your professional development but also contributes to a better future for our clients and communities.

Macquarie Group

Contact Details:

Macquarie Group Recruitment Team

We think you need these skills to ace Financial Planning and Analysis Associate | London, UK

Financial Planning and Analysis
Business Performance Reporting
Cost Management
Analytical Skills
Data Interpretation
Stakeholder Relationship Management
Communication Skills