- Develop, manage and run working relationships within the wealth management finance team
- Participate in and contribute to required workshops, meetings, stakeholder updates and project presentations.
- Responsible for working with and being the Finance point of contact with head office finance, providing data and insight as requested on a monthly, quarterly and annual basis
- Coach / prepare the CFO and Director of Performance Management on the financial performance of WME on a monthly basis
- Work closely with the financial control teams across WME during the monthly close to gain an understanding of results and be able to use this to produce consolidated MI
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Fp&a Associate Director - United Kingdom - Dartmouth Partners
Description
My client, a leading wealth manager is looking to expand their Financial Planning and Analysis team.In this role, you will be focused on working on the Wealth Management European business, and will have a concentration on consolidated management and head office reporting.
Additionally, they will be able to communicate complex financial/accounting concepts to senior stakeholders in an easy to understand format whilst also partnering with the wider Finance team in order to consolidate financial insight from subject matter experts and also communicate this back to the finance team in head office.
Designing management reporting deliverables