Financial Planning and Analyst - London, United Kingdom - eFinancialCareers

Tom O´Connor

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Tom O´Connor

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Description
Pay up to £75,000 plus benefits.


Role
As Financial Planning and Analyst Accountant, you will help to bridge the gap between the financials and the business.

You'll need to build a picture around the revenues and forecasts, for various departments, and use this to help build a new budget forthe business.


Your key responsibilities will include:

  • Working with various business heads to provide insights on the revenues of the Asset Management teams within the business and present to the board
  • The budgeting, forecasting and longterm planning process.
  • Analyse the performance of actual against budget / forecast and monitoring KPIs, KRIs and lead indicators.
  • Support decision making by providing timely and meaningful insights on business performance.
  • Assist in the development of automated dashboard reporting and the development of business intelligence tools.
  • Performing adhoc analysis on AUM, fundraise and liquidity.
  • Budgeting for compensation and analysing potential scenarios
  • Involvement in development of forecast analytics using Workday and Adaptive Insights
  • Driving to streamline the budgeting and reporting process of the function
  • Other ad hoc analysis on demand

Profile

  • Excellent attention to detail
  • Selfstarter who can work autonomously
  • Previous experience calculating commissions and bonuses for a business
  • Strong communication skills, written and verbal
  • Workday / Adaptive Insights desirable
  • Excellent excel skills with modelling experience

Company


This Asset Firm was established in 2009 by some leading market professionals who wanted to create an efficient and direct way to take advantage of alternative investment opportunities.


Their aim is to create a fully diversified portfolio for their investors giving steady returns to beat the equity market through all market conditions.

Since then, they have built multiple portfolios in excess of €20bn of with an excellent track record ofsuccess.


Salary & Benefits
Pay up to £75,000 plus benefits.

Based in London. Financial Services, Accountancy, Financial Planning & Analysis, Financial Planning and Analyst

The salary range/rates of pay is dependent upon your experience, qualifications or training.

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