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Financial Planning
1 week ago
Alexander Lloyd London, United KingdomOur client a top tier fintech global financial services organisation are expanding and at a rapid rate. They have a newly created Financial Planning & Analysis Manager opportunity based in their London office. · Hybrid working, Salary ranging between £75,000-£85,000 plus benefits ...
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Financial Planning
1 week ago
Dexters Estate Agent Group London, United KingdomDexters, founded in 1993 and led by CEO Andy Shepherd, working alongside Chairman Justin King CBE, has grown to 150 offices across London, with over 2,000 colleagues. Dexters sales of London property are running at over £5 billion a year and the business is also renowned for lett ...
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Financial Planning
1 week ago
Vitae Financial Recruitment Limited London, United KingdomFinancial Planning & Analysis Manager, London (Hybrid working) · £50- £60kpa Plus Benefits · Vitae are delighted to be partnering with a fast moving, global business recruit an FP&A Manager, which is newly created. The individual will manage the delivery of accurate and timely ma ...
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Financial Planning
1 week ago
The Workplace Consultancy London, United KingdomMy client is a disruptive financial technology (FinTech) company. Their clients are made up of Leading investment banks, asset managers, hedge funds, commodity houses, and brokerage firms (collectively representing over 20 trillion dollars of AUM). · My clients AI-assisted Softwa ...
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Financial Planning
1 week ago
eFinancialCareers London, United Kingdom**Financial Planning & Analysis Manager | Central London | Marketing | £60-65,000 base** · A small growing international digital marketing agency are looking for a Financial Planning & Analysis Manager. This Financial Planning & Analysis Manager role is a very hands on position a ...
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Financial Planning
1 week ago
Harper May Ltd London, United KingdomHarper May is currently working with a Well Established Charitable Food Distributor that is made up of 18 independent organisations. They are currently looking for an enthusiastic and collaborative financial planning and analysis manager · to join them at this time of growth. Dur ...
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Financial Planning
1 week ago
eFinancialCareers London, United KingdomAn international Bank is seeking a dynamic new addition to its Finance area. · Your duties will cover: · - Financial planning, reporting and analytics · - Providing performance and productivity insight to guide business decisions and planning · - Working on budgeting & strategic ...
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Financial Planning
1 week ago
eFinancialCareers London, United KingdomI am working with a ground breaking firm of professionals with their search for a Financial Planning & Analysis Accountant to join their Finance Function. This role presents an excellent opportunity for an experienced FP&A Specialist to take a step upwardsin their career whilst s ...
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Financial Planning
32 minutes ago
Macquarie Group Limited London, United KingdomThe Financial Planning & Analysis team provide analysis and insight on the Macquarie Asset Management business, taking accountability for internal forecasting. Our Asset Management group is a full-service asset manager, providing clients with access to a diverse range of capabili ...
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Financial Planning
4 days ago
Eames Consulting London, United Kingdom**Job Details**: · **Sector**: Finance & Accountancy- · **Location**: London- · **Job Ref**: CR1504_ · **Job Type**: Permanent- · **Salary**: Up to £100000 per annum- · **Contact**: Chirag RaichuraHigh growth international SaaS company specialising in the Insurance industry is c ...
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Financial Planning
1 week ago
Oddbox London, United Kingdom**Are you a newly qualified, or about to qualify (CA, ACA, ACCA or CIMA) finance professional with a focus on analysis? Are you naturally drawn to the commercial aspects of finance?** · **The Role**: · We are currently recruiting an FP&A Associate who will support our senior mana ...
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Financial Planning Assistant
1 week ago
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Director: Financial Planning
1 week ago
Ivy Rock Partners Ltd London, United KingdomIvy Rock Partners is proud to be working with King's College London in recruiting a new Director of Financial Planning & Performance to work alongside their academic faculties and forge meaningful relationships with their Executive Deans and newly appointedSenior Vice Principal. ...
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Financial Planning Administrator
1 week ago
Blakemore Recruitment London, United KingdomOur client a holistic approach to wealth management which means that we · integrate financial planning with investment management. They pride themselves on their client-centric · approach. · The team of advisers are highly trained and have outstanding knowledge and experience. · ...
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Financial Planning Administrator
21 hours ago
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Head of Financial Planning
1 week ago
Mackie Myers London, United Kingdom**Our Client** · The Health Foundation is an independent charity of c.220 staff, committed to bringing about better health and health care for people in the UK. The organisation is funded by a large endowment currently valued at c.£1.1billion. Interest from this investmentallows ...
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Head of Financial Planning
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Financial Planning Administrator
1 week ago
Ortus PSR London, United Kingdom**Financial Planning Administrator** · **Location: Crystal Palace** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net ...
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Financial Planning Assistant
2 days ago
MB Fitzgerald London, United KingdomWe're currently working with one of our very best clients, to recruit for a number of Financial Planning Administrators to join their team across the UK. · This highly regarded Wealth Manager currently manages over £550 Billion of client assets globally. Our client is a specialis ...
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Financial Planning Consultant
2 days ago
eFinancialCareers London, United Kingdom**Location: England (Home Workers)** · **What the Hiring Manager Says** · "This is an opportunity for a Financial Planner to join a team in its transformational phase, in a business committed to delivering exceptional client outcomes through the means of remote communication meth ...
Financial Planning - United Kingdom - CFGI
Description
As a member of our Business Transformation team, you work as an extension of our client's team. Your work will focus on supporting the FP&A function of our client's finance organization, including modeling, budgeting and forecasting, interim management, as well as high impact initiatives including restructuring, sell-side diligence, carve-outs, M&A integration, and other non-routine transactions.
Roles and Responsibilities:
·The FP&A Director is a key member of the Financial Planning and Analysis team and will help influence clients' financial and business decisions.
·Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision.
·Help develop finance strategies by assessing a client's business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.
·Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities.
·Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions.
·Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process.
·Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace.
Preferred Skills:
·Knowledge of leading Financial Planning and Analysis tools (i.e., Anaplan, Cognos, Hyperion, OBIEE, Tableau, Fusion).
·Knowledge of ERP technologies (i.e., SAP / Oracle / Workday / NetSuite / Microsoft Dynamics).
·Project Management experience is a plus.
Qualifications and Capabilities:
·Finance-focused with a minimum of twelve years of experience in finance and/or accounting. Client service experience in top professional services firms (i.e., Big 4 or large regional) is highly preferred, but not required.
·Advanced understanding of the FP&A function within a finance organization.
·Extensive experience and understanding of three statement financials and associated modelling.
·Significant engagement management experience as well as business, practice, and people development.
·Ability to concurrently manage internal firm and external client requirements.
·Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus.
·Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial).
·Experience with finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus.
·ERP technology understanding (SAP / Oracle / Workday, etc.).
·Experience leading projects/teams and the ability to lead key requirement workshops with clients.
· Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions.
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