Management Accountant/Financial Planning Analyst
Management Accountant/Financial Planning Analyst

Management Accountant/Financial Planning Analyst

Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial planning and analysis, producing key reports and insights for decision-making.
  • Company: Leading financial institution based in London with a focus on innovation.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Why this job: Join a dynamic team and make a real impact on financial strategies.
  • Qualifications: Qualified accountant with experience in FP&A and strong analytical skills.
  • Other info: Opportunity for career growth and mentorship within a supportive finance team.

The predicted salary is between 36000 - 60000 Β£ per year.

A leading financial institution is seeking a Management Accountant/Financial Planning Analyst to join their London-based Finance department. This role offers you the opportunity to play a pivotal part in supporting core FP&A activities, reporting directly to the UK Head of Financial Planning & Analysis.

What you'll do:

  • Support the production of monthly management information for the UK Executive Committee by ensuring accuracy, completeness, and adherence to agreed timelines.
  • Produce detailed financial analysis and commentary on actual performance versus budget and forecast, identifying key drivers and trends that inform business decisions.
  • Assist in budgeting and forecasting processes for revenues, costs, and balance sheet items by consolidating inputs from various stakeholders across the organisation.
  • Prepare management information and analysis to support quarterly performance reviews as well as ad hoc business requests from senior leaders.
  • Perform cost control and monitoring activities including variance analysis while supporting intragroup cost allocations and recharges between departments.
  • Maintain and document FP&A processes by keeping standard operating procedures (SOPs) and work instructions up to date for compliance purposes.
  • Liaise with Group Finance and local stakeholders to ensure alignment of reporting methodologies and cost allocations across different functions.
  • Support the development and monitoring of financial KPIs that measure organisational performance against strategic objectives.
  • Contribute to the identification, assessment, and mitigation of financial risks by collaborating closely with the wider Finance team on risk management initiatives.
  • Provide day-to-day guidance or oversight to junior team members or trainees when required, helping foster a culture of learning within the department.

What you bring:

  • Qualified accountant status (ACA, ACCA, CIMA or equivalent) is essential for this position due to its technical demands.
  • At least three years' post-qualification experience in FP&A, financial control or management accounting within financial services is required to ensure familiarity with industry standards.
  • Demonstrated expertise in financial performance analysis coupled with strong management information production capabilities is vital for success in this role.
  • Advanced analytical skills are necessary so you can clearly explain complex financial results to non-finance stakeholders across the organisation.
  • Proficiency in Excel and financial modelling techniques is crucial for handling large data sets efficiently while generating actionable insights.
  • Working knowledge of IFRS accounting principles provides a solid foundation for compliance with regulatory requirements relevant to this sector.

Apply today by clicking on the link provided.

Management Accountant/Financial Planning Analyst employer: Robert Walters UK

As a leading financial institution based in London, we pride ourselves on fostering a dynamic work culture that values collaboration, innovation, and professional growth. Our employees benefit from comprehensive training programmes, competitive remuneration packages, and the opportunity to engage with senior leaders, ensuring a meaningful career path in the finance sector. Join us to be part of a team that not only drives financial excellence but also prioritises employee development and well-being.
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Contact Detail:

Robert Walters UK Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Management Accountant/Financial Planning Analyst

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who work at financial institutions. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by brushing up on your financial analysis skills. Be ready to discuss how you've tackled budgeting and forecasting in the past. We want you to showcase your expertise in a way that makes you stand out!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Check out our website for the latest job openings. Applying directly through us not only gives you access to exclusive roles but also helps us match your skills with the right opportunities in finance!

We think you need these skills to ace Management Accountant/Financial Planning Analyst

Qualified Accountant Status (ACA, ACCA, CIMA or equivalent)
Financial Planning & Analysis (FP&A)
Financial Performance Analysis
Management Information Production
Advanced Analytical Skills
Proficiency in Excel
Financial Modelling Techniques
IFRS Accounting Principles
Budgeting and Forecasting
Variance Analysis
Cost Control and Monitoring
Stakeholder Liaison
Risk Management
Team Leadership and Guidance

Some tips for your application 🫑

Tailor Your CV: Make sure your CV speaks directly to the role of Management Accountant/Financial Planning Analyst. Highlight your qualifications, especially your ACA, ACCA, or CIMA status, and showcase your experience in FP&A and financial control. We want to see how your skills align with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Finance department. Mention specific experiences that relate to budgeting, forecasting, and financial analysis. Let us know how you can contribute to our team’s success!

Showcase Your Analytical Skills: Since this role requires advanced analytical skills, don’t shy away from sharing examples of how you've used these skills in past roles. Whether it’s through financial modelling or variance analysis, we want to see how you’ve turned data into actionable insights.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Robert Walters UK

✨Know Your Numbers

As a Management Accountant/Financial Planning Analyst, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with numbers but can also interpret them effectively.

✨Master the Art of Storytelling

When discussing your experience, focus on telling a compelling story about how your analysis influenced business decisions. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easier for interviewers to see your impact.

✨Showcase Your Excel Skills

Since proficiency in Excel is crucial for this role, be prepared to discuss specific functions or models you’ve created. If possible, bring examples of your work or be ready to solve a hypothetical problem during the interview to showcase your skills.

✨Understand the Business Landscape

Research the financial institution and its position within the industry. Be ready to discuss current trends affecting financial services and how they might impact the company. This demonstrates your proactive approach and genuine interest in the role.

Management Accountant/Financial Planning Analyst
Robert Walters UK

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