Financial Planning Analyst

2 weeks ago


London, United Kingdom Trace – Expert Accountancy Recruitment Full time

Senior FP&A Analyst, Fintech, London, Hybrid, £350 per day, 3-6 months

I have partnered with a highly impressive Fintech business who are looking for a rising star to join their growing FP&A team as a Senior FP&A Analyst.

Working closely with the Head of FP&A and wider finance team, as well as the wider business including the executive leadership team, senior managers and sales teams, the FP&A team is responsible for driving business value through timely and accurate reporting, robust financial planning and ultimately supporting the business to ensure its growth is managed and measured accurately.

This is a group-wide role with exposure to all things FP&A, you will have direct involvement with fundraising and have a true end-end role.

The company have strong backing from some of the most widely recognised VC's and Banks globally. They are on an exciting upward journey and need strong talent to continue the success.

The Role

FP&A responsibilities:

  • Monthly KPI’s and Board reporting
  • Developing, improving, and maintaining excellent management information
  • Driving process improvement and increasing efficiencies in the way we work
  • Building and maintaining strong relationships with stakeholders across the business
  • Monthly variance analysis to budget, re-forecast, and prior year
  • Analyse complex financial data and reports, and to provide accurate financial recommendations including business cases where appropriate.
  • Analyse and provide insights on trends in data (both financial and non-financial)

Rev Ops responsibilities:

  • Recurring Revenue/ARR analytics
  • Deal desk, actively contribute to deals to ensure contracts comply with company policy and providing support to sales teams where appropriate.
  • Key partner to sales, marketing, finance, customer success, and other teams to align on revenue/top-line goals.
  • Track key metrics, like sales performance, lead velocity, sales cycle length, win rates, churn, upsell, etc.
  • Own the CRM data and reporting, and proactively make recommendations based on data.

About You:

  • Qualified Accountant (ACCA/CIMA/ACA)
  • Strong Financial Modelling and Excel skills
  • Commercial, data-driven, and analytical mindset (i.e., comfortable with large data-sets and being able to analyse/articulate meaning of them)
  • Multi-company, multi-currency exposure a plus
  • SaaS/Software experience desirable but not essential

At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.

Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.

If you have any further questions regarding accessibility throughout the process, then please get in touch DEIB@tracerecruit.com or call a member of our DEIB Champions team.



  • City of London, Greater London, United Kingdom Augustine Financial Planning Full time

    Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract the best, if you think you are the one for us, please apply! Competitive salary. Are you the safe...


  • City of London, Greater London, United Kingdom Citygate Financial Planning Full time

    Experienced employee benefits financial planning or pensions/protection administrator required. We are looking for someone who shares our values, if you think you are a good a fit for us, please apply! Would you like to work for a company that is passionate about empowering people through financial education? Would you like to have the opportunity to make a...


  • City of London, Greater London, United Kingdom Citygate Financial Planning Full time

    Experienced employee benefits financial planning or pensions/protection administrator required. Would you like to work for a company that is passionate about empowering people through financial education?


  • London, United Kingdom Finatal Full time

    Job Title: FP&A Analyst Location: London, Manchester or remote Salary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437 About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and a dynamic team...

  • Financial Planning Analyst

    Found in: Talent UK 2A C2 - 2 weeks ago


    London, United Kingdom Finatal Full time

    Job Title: FP&A AnalystLocation: London, Manchester or remoteSalary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and a dynamic team culture,...

  • Financial Planning Analyst

    Found in: Whatjobs ES C2 - 6 days ago


    London Area, United Kingdom Finatal Full time

    Job Title: FP&A Analyst Location: London, Manchester or remote Salary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437 About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and a dynamic...

  • Financial Planning Analyst

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    London Area, United Kingdom Finatal Full time

    Job Title: FP&A AnalystLocation: London, Manchester or remoteSalary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and a dynamic team culture,...

  • Financial Planning Analyst

    Found in: Appcast UK C2 - 1 week ago


    London Area, United Kingdom Finatal Full time

    Job Title: FP&A AnalystLocation: London, Manchester or remoteSalary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and a dynamic team culture,...

  • Financial Planning Analyst

    Found in: Appcast UK C C2 - 1 week ago


    London Area, United Kingdom Finatal Full time

    Job Title: FP&A AnalystLocation: London, Manchester or remoteSalary: c.£80k + bonus Employment Type: Full-time, Permanent, Office-based or Remote GM29437About the Company: The business is a leading multinational Saas business, dedicated to delivering premium software services B2B across the globe. With a commitment to excellence and a dynamic team culture,...

  • Financial Advisor

    2 weeks ago


    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...


  • London, United Kingdom mbf. Full time

    One of the UKs leading Wealth Management brands is seeking to recruit an up and coming Financial Planning Business Analyst to sit within their Financial Planning Operation Team, the role would initially be a 12 month FTC with potential scope to move intoa permanent role after that. **The Role**: The Financial Planning operations team provides support to...

  • Senior Analyst Relations Manager

    Found in: Talent UK 2A C2 - 1 week ago


    London, United Kingdom Starsight | Analyst Relations Full time

    Company DescriptionStarsight Communications is Europe's largest and most respected EMEA analyst relations (AR) consultancy. We provide growth and scale companies with strategic expertise and hands-on tactics to enhance their analyst relations. Founded by experienced AR practitioners, Starsight Communications is committed to delivering exceptional results for...


  • London, United Kingdom mbf. Full time

    One of the UKs leading Wealth Management brands is seeking to recruit an up and coming Financial Planning Business Analyst to sit within their Financial Planning Operation Team, the role would initially be a 12 month FTC with potential scope to move intoa permanent role after that. **The Role**: The Financial Planning operations team provides support to...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    Found in: Whatjobs ES C2 - 6 days ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    Found in: Talent UK 2A C2 - 2 weeks ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    Found in: Appcast UK C2 - 1 week ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    Found in: Appcast UK C C2 - 1 week ago


    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...


  • London, United Kingdom JSS Search Full time

    I'm currently working with a PE backed insurance broking group to find an interim FP&A Analyst in a newly created role. This is an exciting opportunity to join a growing business and help shape the FP&A function. You will be responsible for supporting the FP&A Manager in developing the financial budget and planning processes You will be business...


  • London, United Kingdom JSS Search Full time

    Job Description I'm currently working with a PE backed insurance broking group to find an interim FP&A Analyst in a newly created role. This is an exciting opportunity to join a growing business and help shape the FP&A function. You will be responsible for supporting the FP&A Manager in developing the financial budget and planning processes You will...