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- Tasks: Support finance goals, analyze performance, and drive financial improvements in Capital Markets and Private Client services.
- Company: Join Ocorian, a trusted partner for over 8,000 clients globally, delivering expert financial solutions.
- Benefits: Enjoy a culture of support, growth opportunities, and the chance to make a real impact.
- Why this job: Be part of a collaborative team that values curiosity and innovation while shaping the future of finance.
- Qualifications: Must have a professional accountancy qualification and strong analytical, communication, and organizational skills.
- Other info: We embrace diversity and are committed to equal opportunities for all applicants.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Fund services / Corporate / Capital markets / Private client / Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust : We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale : With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
Job Description
Purpose of the Job
- A Global Service Line FBP role, supporting the head of the team deliver on the annual goals and objectives set for the Finance team and Service Line leads.
- Coverage across the Capital Markets and Private Client Service Lines.
- To provide insightful and actionable analysis.
Main Responsibilities
- Strategic support to the Head of two Service Lines (Private Client and Capital Markets) and Head of FP&A;
- Working with the Service Line leaders, drive delivery of financial commitments;
- Proactively identify and deliver opportunities to improve financial performance in the Service Lines;
- Key stakeholder in the delivery of the annual planning cycle and quarterly reforecasting;
- Ensure budget commitments have clear accountability within the service lines (operational and financial) and hold people accountable to delivery of such commitments;
- Support the budget process including the monthly tracking;
- Work closely with the Financial Controllership team to deliver financial reporting and insights in the most efficient and effective manner;
- Monthly reporting and analysis including Monthly Business Reviews, and input into our external reporting to investors and lenders;
- Challenge the existing and promote the “right” performance measures and KPIs;
- Support the development of management information reporting templates for business performance management;
- Support the roll out of automation of financial management reporting;
- Provide support including financial due diligence on potential M&A activity and/or refinancing or IPO;
- Ad hoc support to the head of FP&A.
Qualifications
Knowledge, Skills & Experience
- Fully qualified professional accountancy qualification.
- Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels;
- Excellent analytical and numerical skills;
- Strong interpersonal and communication skills;
- Commercial awareness and articulate;
- A solution driven attitude to problems;
- Strong time management, organisational and IT skills;
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. #J-18808-Ljbffr
Finance Business Partner employer: Ocorian
Contact Detail:
Ocorian Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Business Partner
✨Tip Number 1
Familiarize yourself with the specific financial metrics and KPIs relevant to Capital Markets and Private Client services. Understanding these will help you demonstrate your analytical skills during interviews.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work in similar roles. Engaging with them can provide insights into the company culture and expectations, which can be beneficial for your application.
✨Tip Number 3
Stay updated on current trends and challenges in the finance industry, particularly in asset management and compliance. This knowledge will allow you to speak confidently about how you can contribute to the company's goals.
✨Tip Number 4
Prepare to discuss your experience with financial reporting and analysis in detail. Be ready to share specific examples of how you've improved financial performance in previous roles, as this aligns with the responsibilities of the position.
We think you need these skills to ace Finance Business Partner
Some tips for your application 🫡
Understand the Company Culture: Familiarize yourself with Ocorian's core values: client-centric, ambitious, agile, collaborative, and ethical. Tailor your application to reflect how you embody these values in your professional experience.
Highlight Relevant Experience: Emphasize your fully qualified professional accountancy qualification and any relevant experience in finance business partnering, particularly in capital markets or private client services. Use specific examples to demonstrate your analytical and numerical skills.
Showcase Communication Skills: Since excellent interpersonal skills are crucial for this role, provide examples of how you've effectively communicated with clients and colleagues at various levels. Highlight any experiences where you collaborated to achieve financial goals.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Address how you can support the head of the finance team in delivering annual goals and objectives, and mention your proactive approach to identifying opportunities for financial performance improvement.
How to prepare for a job interview at Ocorian
✨Showcase Your Analytical Skills
As a Finance Business Partner, you'll need to demonstrate strong analytical and numerical skills. Prepare examples from your past experiences where you provided insightful analysis that led to improved financial performance.
✨Emphasize Collaboration
Highlight your ability to work collaboratively with various stakeholders. Share instances where you successfully partnered with different teams to achieve common goals, as this role requires a strong focus on teamwork.
✨Demonstrate Commercial Awareness
Be ready to discuss your understanding of the capital markets and private client sectors. Show that you are not only familiar with financial concepts but also aware of current trends and challenges in these areas.
✨Prepare for Behavioral Questions
Expect questions that assess your alignment with the company's core values such as being client-centric, ambitious, and ethical. Prepare stories that illustrate how you've embodied these values in your previous roles.
