Location: Edinburgh

Contract: Permanent

Working Pattern: Hybrid

Role Description

The Group FP&A team is part of the FNZ Group Finance function and is responsible for establishing, managing and maintaining financial forecasts across the entire FNZ Group.  The successful candidate will assist with all elements of the budgeting and forecasting process including modelling, analysis and reporting along with providing business partnering support to the wider business.  The role will report directly to the Group FP&A Manager and will require strong technical ability, good communication skills and a commitment to high quality work. 

Specific Role Responsibilities

• Assisting with the Group forecasting process, including regular update cycles and communications with the wider business

• Assisting with consolidating regional inputs into C-suite management and stakeholder reports on a monthly and quarterly basis

• Preparing and enhancing ad-hoc reports or analysis to assist with management decision making

• Assisting with the provision of business partnering support to the wider business, including to relevant budget holders and senior management

• Assisting with maintaining various Excel forecast models and managing data inputs from relevant financial systems and regional reports

• Analysing monthly ledger data to identify variances to forecast and to highlight any potential risks or opportunities

• Serving as a point of contact for general budget/forecast enquiries from the wider business

• Performing ad hoc analysis for strategic projects or funding workstreams such as long-term planning, stakeholder Q&A and/or stress casing

This role is not in scope for activities which have a direct or indirect impact on CASS processing which takes place within FNZ for FNZ and/or FNZ’s clients. There is a requirement to remain up to date with CASS developments and changes as communicated with FNZ.

Experience required

• Excellent working knowledge of Microsoft Excel with fluency in advanced formulas and functions.  Prior experience of Excel modelling is required.

• Strong analytical skills with the ability to interpret data and provide meaningful insights

• Excellent communication skills with the ability to build strong relationships with colleagues at all levels of the business

• Experience working in a fast paced environment with the ability to adapt quickly to evolving business requirements

• Ability to manage own workload effectively to meet deadlines

• Commercial outlook, willing to use initiative and think laterally to get things done

• Part or fully qualified accountant preferred (CA/CIMA/ACCA)

If the above position is of interest and you have the required experience, please submit your application by January 31st.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.