Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver financial planning and analysis services to diverse clients, creating bespoke models and forecasts.
- Company: Morgan McKinley is a leading recruitment consultancy known for its expertise in financial services.
- Benefits: Enjoy flexible working options, professional development opportunities, and a collaborative team culture.
- Why this job: Join a dynamic team where your insights drive client success and enhance your financial acumen.
- Qualifications: Experience in financial modelling and analysis, strong communication skills, and a proactive attitude required.
- Other info: Opportunity to mentor junior team members and contribute to internal training initiatives.
The predicted salary is between 43200 - 72000 £ per year.
Role Purpose
Deliver outsourced financial planning and analysis services to a diverse client base, including growing SMEs, family businesses, and larger enterprises. Lead the development of high-quality financial models, forecasts, and strategic insights that empower clients to make confident business decisions. Act in a hands-on, client-facing role requiring strong communication skills, commercial acumen, and advanced modelling expertise. Work across multiple sectors, tailoring approaches to meet each client's unique needs. Contribute to the ongoing development of internal modelling tools and resources.
Key Responsibilities
- Strategy, Performance & Growth
- Develop bespoke financial models, forecasts, and cash flow plans for clients.
- Analyse complex datasets to deliver strategic insights that drive decision-making and performance.
- Collaborate directly with business leaders to align financial planning with their goals.
- Build models supporting investment, pricing, growth strategies, fundraising, and operational forecasting.
- Translate financial data into clear, actionable advice tailored to diverse client needs.
- Identify and recommend opportunities to improve profitability, efficiency, and capital allocation.
- Assist clients in presenting financial models to banks, investors, and boards.
- Manage multiple client engagements simultaneously, ensuring timely, accurate delivery.
- Design and maintain scalable templates and modelling frameworks.
- Document assumptions and model details thoroughly for transparency and repeatability.
- Support the preparation of client presentations and reporting packs.
- Monitor budgets and time allocation to optimise project efficiency and profitability.
- Ensure all modelling outputs meet professional standards with robust calculations and clear audit trails.
- Follow best practices in spreadsheet modelling, version control, and scenario planning.
- Continuously enhance internal FP&A tools, templates, and processes.
- Stay current with industry trends, modelling software, and financial forecasting techniques.
- Mentor junior team members on modelling best practices and client engagement.
- Share knowledge and lessons learned to build collective team expertise.
- Lead or contribute to internal training and resource development.
- Represent the firm in client meetings, showcasing expertise and professionalism.
- Pursue ongoing professional development to maintain industry knowledge and skills.
Performance Indicators
- Achievement of personal, team, and business revenue targets.
- Client satisfaction (measured by Net Promoter Score and feedback).
- Peer review ratings and continuous improvement in modelling standards.
Skills & Qualifications
- Extensive experience in financial modelling, forecasting, and strategic analysis.
- Strong commercial mindset and ability to provide actionable business advice.
- Excellent communication and stakeholder management skills.
- Proven ability to multitask multiple projects and meet deadlines without compromising quality.
- Adaptability to work across various sectors and business types.
- High attention to detail and commitment to professional standards.
- Proactive attitude with a passion for mentoring and team development.
- Proficiency with advanced modelling tools, spreadsheet best practices, and financial software.
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Manager - Morgan McKinley
✨Tip Number 1
Network with professionals in the financial planning and analysis field. Attend industry events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Showcase your advanced modelling skills by creating a portfolio of financial models you've developed. This will not only demonstrate your expertise but also give you concrete examples to discuss during interviews.
✨Tip Number 3
Stay updated on the latest trends in financial forecasting and modelling software. Being knowledgeable about current tools and techniques can set you apart from other candidates and show your commitment to continuous learning.
✨Tip Number 4
Prepare for client-facing scenarios by practising your communication skills. Role-play presenting financial insights to different stakeholders, as this will help you articulate complex information clearly and confidently.
We think you need these skills to ace FP&A Manager - Morgan McKinley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in financial modelling, forecasting, and strategic analysis. Use specific examples that demonstrate your ability to provide actionable business advice and manage multiple projects.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and analysis. Mention your strong communication skills and how you can adapt your approach to meet diverse client needs. Be sure to include your proactive attitude towards mentoring and team development.
Showcase Relevant Skills: Emphasise your proficiency with advanced modelling tools and spreadsheet best practices. Highlight your commercial mindset and ability to analyse complex datasets to deliver strategic insights that drive decision-making.
Proofread and Edit: Before submitting your application, thoroughly proofread your documents. Ensure there are no spelling or grammatical errors, and that your information is clear and concise. A polished application reflects your attention to detail and commitment to professional standards.
How to prepare for a job interview at Morgan McKinley
✨Showcase Your Financial Modelling Skills
Be prepared to discuss your experience with financial modelling in detail. Bring examples of models you've built and be ready to explain your thought process, the tools you used, and how they benefited your previous clients.
✨Demonstrate Strong Communication Abilities
Since the role requires client-facing interactions, practice articulating complex financial concepts in a clear and concise manner. Think about how you can tailor your communication style to different audiences, as this will be crucial in your role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and adaptability. Prepare to discuss how you would approach various client scenarios, including how you would handle tight deadlines or conflicting priorities while maintaining quality.
✨Highlight Your Team Leadership Experience
If you have experience mentoring or leading teams, make sure to share specific examples. Discuss how you've contributed to team development and how you can bring that experience to the role, especially in training junior members on best practices.
