At a Glance
- Tasks: Drive business performance through insightful reporting, budgeting, and forecasting.
- Company: Join a global leader in fund services with a collaborative culture.
- Benefits: Private pension plan, medical insurance, and annual salary reviews.
- Other info: Embrace a culture of support, recognition, and career growth opportunities.
- Why this job: Make a real impact by supporting informed financial decision-making.
- Qualifications: Professional accountancy qualification with 3-5 years of relevant experience.
The predicted salary is between 54450 - 66550 £ per year.
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.
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.
What’s In It For You
- Private Pension Plan
- Private Medical Insurance
- Annual Salary Review
Purpose of role
As Senior Finance Analyst, you will play a key role in driving business performance by providing insightful overhead reporting, budgeting, forecasting and analysis. You'll partner with stakeholders across the organisation to help manage costs, identify efficiencies and support informed decision-making.
Alongside supporting group sales reporting, you will help maintain strong financial control, deliver meaningful commercial insight and contribute to the achievement of the company's strategic objectives.
Key Responsibilities
- Support on the group level creation of sales and topline reporting
- Produce monthly reporting and analysis of overheads across the business including any variances to budget, forecast and prior year.
- Investigate significant variances and provide clear explanations and recommendations to stakeholders.
- Partner with budget holders to understand cost drivers, challenge assumptions and support effective financial decision-making.
- Own the process to attribute central overheads to business lines
- Lead the annual budgeting and in-year forecasting submissions for overheads.
- Develop, standardise and improve reporting tools, processes and financial models to increase efficiency and accuracy.
- Ensure financial data integrity and consistency across reporting systems and models.
- Support with ad hoc analysis, business cases and strategic projects.
Qualifications
- Professional accountancy qualification with ideally 3-5 years PQE
- Experience in an FP&A, Finance Analyst or business partnering role with exposure to budgeting, forecasting and variance analysis.
- Strong commercial awareness with ability to interpret financial data into business insights.
- Excellent organisational skills with the ability to manage multiple priorities and deadlines.
- Experience with Power BI or similar data visualisation or reporting tools are highly desirable.
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.
- 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.
- 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.
- 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.
- 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.
- 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 [emailprotected]. 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.
Senior FP&A Analyst employer: Ocorian
Ocorian is an exceptional employer that fosters a culture of collaboration and support, making it an ideal place for Corporate Analysts to thrive. With a commitment to employee growth and development, we offer numerous opportunities for professional advancement while ensuring a client-centric approach that values integrity and innovation. Located in Hamilton, our team benefits from a dynamic work environment that encourages agility and ambition, allowing you to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FP&A Analyst
✨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 Ocorian. 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 FP&A Analyst
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 Ocorian.
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 Ocorian'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 Ocorian
✨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 Ocorian.
✨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 Ocorian 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 Ocorian 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.
