Financial Planning

2 weeks ago

United Kingdom Staging It Full time

The Financial Planning & Analyst Manager will report into the Head of FP&A.

This is a hybrid role, 3x days a week in the office, based in Hammersmith. The ideal Financial Planning & Analyst Manager will have PE backed company exposure and strong modelling skills.

Financial Planning & Analyst Manager Responsibilities

  • Assist in the end-to end preparation of the annual budget and quarterly forecasts, with a goal to shift toward a rolling forecasting process. This will involve working across P&L, balance sheet, cash flow and liquidity covenants
  • A point of contact for the investment committee process, keeping policies up to date, setting timelines and facilitate the creation of business cases for approval at the monthly investment committees
  • Develop and maintain the Group's cost base submissions in a timely manner, with appropriate analysis to understand the cost base and challenge cost creep. Play an integral part in analysing the cost base in different ways to inform decision making
  • Produce cash flow forecasts with Treasury to ensure the Group has sufficient working capital to drive sales and headroom to pass liquidity covenants
  • Support the development and maintenance of the planning tool (Anaplan) to ensure we can link business strategy to financial performance and make sound investment decisions across all pillars of the business as we continue to scale
  • Assist in the production of the weekly and monthly MI reporting packs and tell the story of performance against targets. Ensure reports are concise, well written and insightful
  • Provide clear and transparent analysis of the cost base vs target, calling out variable cost drivers, analysing hiring plans and detailing out supplier costs
  • Collaborate with the Accounting team at month end to ensure a smooth and accurate close

Ideal Financial Planning & Analyst Manager Profile

  • Qualified accountant with a minimum of 2 years post-qualified experience
  • +3 years of experience in financial planning and analysis or a similar role
  • Strong financial modelling and analytical skills
  • Proficiency in financial software applications, such as Anaplan
  • Knowledge of accounting principles and financial statement analysis
  • Good communication and interpersonal skills
  • Ability to work independently and collaboratively in a fast-paced environment
  • Strong attention to detail and problem-solving abilities

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice

Security alert: scammers are currently targeting jobseekers. Robert Half do not ask candidates for a fee or request candidates to send applications through instant messaging services such as WhatsApp or Telegram. Learn how to protect yourself by visiting our website: roberthalf.com/gb/en/how-spot-recruitment-scams-and-protect-yourself #J-18808-Ljbffr

  • Financial Adviser

    2 months 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

    2 months 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

    2 months 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

    2 months 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

    2 months 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

    2 months 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

    2 months 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

    3 months 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

    2 months ago

    United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme 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 progression. Personal...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme 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 progression.Personal...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme 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 progression. ...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme 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 progression. ...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme 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 progression.Personal...

  • Financial Advisor

    2 months ago

    United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Independent Financial Adviser

    4 weeks ago

    United Kingdom Continuum (Financial Services) LLP Full time

    As an Independent Financial Adviser, you will provide unrestricted advice and recommend wealth products and services from across the market. You will engage with individuals and businesses to fully understand their aspirations and life goals to create a tailored financial solution to meet those goals. Continuum (Financial Services) LLP is an...

  • Independent Financial Adviser

    1 month ago

    United Kingdom Continuum (Financial Services) LLP Full time

    As an Independent Financial Adviser, you will provide unrestricted advice and recommend wealth products and services from across the market. You will engage with individuals and businesses to fully understand their aspirations and life goals to create a tailored financial solution to meet those goals. Continuum (Financial Services) LLP is an...

  • Independent Financial Adviser

    1 month ago

    United Kingdom Continuum (Financial Services) LLP Full time

    As an Independent Financial Adviser, you will provide unrestricted advice and recommend wealth products and services from across the market. You will engage with individuals and businesses to fully understand their aspirations and life goals to create a tailored financial solution to meet those goals. Continuum (Financial Services) LLP is an...

  • Financial Planning and Analysis

    2 months ago

    United Kingdom Invenire Group Full time

    Financial Planning analysis £65k - £75k Fintech/ Financial Services We are working with a Global Payment Services firm based in London. They are seeking a Qualified Accountant from a Fintech or Financial Services background who has commercial acumen along with Group Technical reporting experience. Role Business Partnering – C Suite Colleagues Deep...

  • Head of Financial Planning

    2 weeks ago

    United Kingdom Finatal Full time

    Job Title: Head of FP&A (6 Month Contract) Location: Remote (travel to Bristol once a month) Rate: £650+ (Outside IR35) CK10008 Finatal is currently partnered with an exciting and high-growth SaaS business who is backed by a tier 1 private equity fund who is searching for an experienced Interim FP&A Director to join them on an initial contract basis, with...