Who we’re looking forWe are seeking a highly motivated FP&A analyst to join our finance team. This role will support the Wealth Management FP&A Team, providing essential insights and analyses that drives decision-making and strategic financial planning. The ideal candidate will have proven experience in management accounting, strong analytical skills, and a proactive approach to both financial reporting and business partnership.About SchrodersWe’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.What doesn’t change is our commitment to helping our clients, and society, prosper.We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.The teamThe Wealth Management FP&A Team is responsible for the provision of insightful analysis, robust forecasting, and clear performance narratives to enable informed decision making for senior stakeholders across Wealth Management. To meet these requirements the team produces monthly, quarterly and ad-hoc reporting, as well as involvement in the Group-wide forecasting and budget process.What you'll doThis is an important role providing an excellent opportunity for a motivated individual to gain an understanding of the Wealth Management business through exposure to reporting, analysis and senior management. The financial analyst will play a critical role in the success of the Wealth Management FP&A team by collaborating closely with various stakeholders to produce accurate, timely and useful cost insight, taking ownership of analysis end to end, proactively identifying issues, and confidently explaining financial drivers and outcomes, while ensuring compliance with financial policies, process, and regulations.Reporting: Prepare insightful variance analysis for performance reporting, focusing on explaining the underlying drivers and root causes, not just the outcomes. Work with the business to develop and update cost allocation drivers and provide analysis on any material changes to budget assumptions.Produce standardised reporting on a monthly and quarterly cadence to support finance business partners and senior stakeholders.Support the business stakeholders and finance business partners in the development and system updating of annual budgets and quarterly cost re-forecasts.Performance Analysis: Track actuals vs targets for our key reporting metrics, including identifying trends, risks, and opportunities and use data to explain the ‘why’ behind performance movements through structured root cause analysis.Understanding and analysis of Steel management allocations into Wealth, liaising with Group FP&A and business stakeholders to challenge drivers and recharges. Deliver accurate and timely finance process (budget and forecast system updating and reconciliations, allocation updates and reconciliation, and ensure finance systems remain aligned to business structures and changes) while also identifying opportunities supporting simplification and continuous improvement.Ad hoc Analysis: Provide support for ad hoc financial analysis and projects as required across the Wealth Management FP&A Team The knowledge, experience and qualifications you needQualified with a professional accounting qualification (e.g., ACA, ACCA, CIMA or equivalent) Demonstrable experience in a similar role within Financial Services, ideally within Wealth ManagementStrong analytical skills with a proven ability to interpret complex financial information.Excellent communication skills, both written and verbal, with the ability to articulate financial concepts to non-financial stakeholders.Proficiency in financial software and advanced Excel skills, with experience in Hyperion Financial Management and Hyperion Planning being desirable.Proactive and detail-oriented, with a strong commitment to producing high-quality work.Trustworthy and capable of maintaining confidentiality with sensitive financial information.We recognise potential, whoever you areOur purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
FP&A Analyst - CIMA/ACCA in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
