Financial Planning

2 weeks ago

United Kingdom CFGI Full time

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.

#J-18808-Ljbffr

  • Financial Adviser

    1 week ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

  • Financial Adviser

    1 week ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

  • Financial Advisor

    Found in: Jooble UK C2 - 1 week ago

    United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 week ago

    United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    Found in: Jooble UK C2 - 1 week ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Financial Advisor

    Found in: Jooble UK C2 - 1 week ago

    United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 week ago

    United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 week ago

    United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    Found in: Whatjobs ES C2 - 5 days ago

    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Self Employed Financial Consultant

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – May Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

  • Quilter Full-Time Financial Adviser Programme – August Intake

    Found in: Appcast UK C C2 - 1 week ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for...

  • Quilter Full-Time Financial Adviser Programme – August Intake

    Found in: Whatjobs ES C2 - 5 days ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

  • Quilter Full-Time Financial Adviser Programme – August Intake

    Found in: Appcast UK C2 - 1 week ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for...

  • Quilter Full-Time Financial Adviser Programme – August Intake

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme – August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for...

  • Financial Adviser

    Found in: Jooble UK C2 - 2 weeks ago

    United Kingdom St. James's Place Financial Adviser Academy Full time

    Have you considered building your own Business? James’s Place Financial Adviser Academy can help you. Build long-term relationships. How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn...

  • Financial Adviser

    2 weeks ago

    United Kingdom St. James's Place Financial Adviser Academy Full time

    Have you considered building your own Business? James’s Place Financial Adviser Academy can help you. Build long-term relationships. How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn...

  • Independent Financial Adviser

    7 days ago

    United Kingdom Burford Recruitment Company Full time

    Are you a skilled Financial Planner with a passion for providing personalised financial solutions to clients? The Burford Recruitment Company are working with an established and reputable independent financial planning firm located in Witney, who are looking for a Financial Planner. As a Financial Planner, you will play a key role in understanding our...

  • Engagement Manager

    4 days ago

    United Kingdom Financial Planning Firm Full time

    Our client a leading Investment House are looking for an experienced RDR level 4 qualified Financial Adviser who is used to dealing with HNW and UHNW individuals for a Private Client Director role. The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face...