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For Companies At a Glance
- Tasks: Design financial models and automate reporting processes to enhance business planning.
- Company: Join Neilson, a leading life insurance provider focused on innovation and customer care.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic, collaborative environment that values curiosity and continuous learning.
- Why this job: Make a real impact by shaping financial processes in a fast-growing international business.
- Qualifications: Qualified accountant with strong FP&A experience and advanced Excel skills.
The predicted salary is between 50000 - 65000 £ per year.
At Neilson, we help families put financial protection in place for their loved ones. We are a Life insurance provider who offers a wide range of first-class Life insurance products via multiple direct brands and corporate partnerships. We believe in offering our customers straightforward life insurance.
Role Overview
Reporting to the Head of FP&A, you’ll be building, not maintaining – designing financial models, automating reporting processes, and embedding AI-powered tools into how we plan and analyse the business. If you’re the kind of person who finds themselves experimenting in their spare time, asking ‘why is this still manual?’, or builds solutions that make your team’s work meaningfully easier, you’ll thrive in shaping the financial processes of a fast-growing international business.
Key Responsibilities
- Support the Group’s annual budgeting and long-term planning and forecasting processes, collaborating with departments to consolidate data, automate inputs and deliver actionable insights for senior leadership.
- Design, build and maintain advanced financial models, to support forecasting, scenario analysis, and KPI tracking, leveraging Excel and other analytics tools.
- Drive innovation in finance through AI, automation and new technologies – experimenting proactively to streamline workflows, reduce manual effort and improve data integrity.
- Develop and enhance reporting dashboards and tools to improve the efficiency, accuracy and relevance of insight delivered to stakeholders.
- Prepare monthly, quarterly, and annual financial reports for senior leadership and the Board, including commercial insights and recommendations.
- Ensure accuracy, compliance and transparency across all financial reporting, reconciliations and variance analyses.
- Collaborate with cross-functional teams to provide financial insights that support strategic initiatives, evaluate new opportunities and assess the financial impact of business decisions.
- Proactively support the business in achieving budgeted EBITDA targets by identifying risks, highlighting opportunities, and delivering innovative financial solutions.
- Contribute to building a high-performing FP&A function by fostering a culture of technical innovation, collaboration and continuous learning.
About You
- Fully qualified accountant (ACA, CIMA, ACCA or equivalent) with strong FP&A experience in multi-currency or high-growth businesses.
- Advanced Excel skills, including building complex models and formulas; familiarity with data visualization tools such as Power BI is a plus.
- Curious, experimental and excited to explore new tools – including AI – to streamline workflows and enhance reporting.
- Proven track record of designing financial models, reporting processes and operational dashboards from scratch.
- Strong analytical mindset, detail-oriented and capable of ensuring accuracy across complex financial data.
- Excellent communicator, able to translate complex financial and technical insights into clear recommendations for non-finance stakeholders.
- Thrives in fast-paced, international environments, demonstrating energy, resilience and proactive problem-solving.
- Demonstrated ability to continuously improve systems, enhance reporting efficiency and deliver innovative solutions that drive business impact.
If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!
Accessibility for Job Applicants
We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.
Equal Opportunity Employer
Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.
FP&A Analyst employer: Neilson Financial Services Ltd
Contact Detail:
Neilson Financial Services Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FP&A Analyst
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those working in FP&A roles. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by practising common FP&A questions. Think about how you can showcase your advanced Excel skills and experience with financial modelling. We want to hear how you've used these skills to drive innovation and improve processes!
✨Tip Number 3
Show off your curiosity! During interviews, share examples of how you've experimented with new tools or technologies, like AI, to streamline workflows. This will demonstrate your proactive approach and fit with our culture of continuous improvement.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in being part of our team at Neilson!
We think you need these skills to ace FP&A Analyst
Some tips for your application 🫡
Show Your Curiosity: We want to see your passion for innovation! In your application, highlight any experiences where you've experimented with new tools or processes. This will show us that you're the kind of person who thrives on finding better ways to do things.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language to explain your skills and experiences, especially those related to financial modelling and reporting. We appreciate a well-structured application that gets straight to the point!
Tailor Your Application: Make sure to customise your application to fit the FP&A Analyst role. Mention specific skills like advanced Excel capabilities and any experience with AI or automation tools. This shows us you’ve done your homework and are genuinely interested in the position.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Neilson Financial Services Ltd
✨Know Your Financial Models
Make sure you brush up on your financial modelling skills before the interview. Be ready to discuss specific models you've built and how they impacted decision-making. This will show that you not only understand the theory but can also apply it practically.
✨Showcase Your Automation Skills
Since the role involves automating reporting processes, come prepared with examples of how you've streamlined workflows in the past. Discuss any tools or technologies you've used, especially AI, to enhance efficiency. This will demonstrate your proactive approach to innovation.
✨Communicate Clearly
As an FP&A Analyst, you'll need to translate complex financial data into insights for non-finance stakeholders. Practice explaining your past projects in simple terms. This will highlight your communication skills and ability to collaborate across teams.
✨Be Curious and Experimental
The job description mentions a desire for someone who is curious and experimental. Prepare to discuss how you've explored new tools or methods in your previous roles. This mindset is crucial for driving innovation in finance, so let your enthusiasm shine through!