Financial Planning and Analyses

1 month ago


London, United Kingdom Norton Rose Fulbright Full time
Financial Planning and Analyses (FP&A) Process Lead

Practice Group / Department:
Recruitment Business Partnering - Newcastle Job Description

We're Norton Rose Fulbright - a global law firm with over 50 offices and 7,000 employees worldwide.

We provide the world's preeminent corporations and financial institutions with a full business law service.

As well as the relevant skills and experience, we're looking for people who are innovative, commercial and value the work that they do. To attract the best people, we strive to create a diverse and inclusive environment where everyone can bring their whole selves to work, have a sense of belonging, and realize their full career potential. We value difference and actively promote a culture of respect for each individual, encouraging and creating inclusion.

Our new hybrid working model allows our people to have more flexibility in the way they choose to work from both the office and a remote location, while continuing to deliver the highest standards of service. We offer a range of family friendly and inclusive employment policies and provide access to programmes and services aimed at nurturing our people's health and overall wellbeing.

Reporting to the Director of Global Finance Operations, the FP&A Process Lead is responsible for the standardization and alignment of the firm's budgeting and forecasting processes across the member firms, and ongoing review and implementation of best practices to support the financial planning and analysis activities, including financial reporting and competitor bench marking analyses.

Responsibilities

Strategic Alignment
  • Build a strong, trusted rapport with global department leads and regional FP&A counterparts.
  • Prepare business cases to support new projects, strategic and other business decisions.
  • Evaluate current budgeting tools and assess their fit with new processes.
Operational Leadership
  • Collaborate with regional FP&A leadership to deliver annual budgets and periodic forecasts.
  • Prepare monthly, quarterly and annual financial reporting to the firm and practice group leadership (Executive Committee, etc.)
  • Utilize Power BI, Tableau to deliver meaningful insights into business performance.
  • Develop financial models and analyses to support strategic initiatives as required.
Continuous Improvement
  • Review existing processes and procedures to develop recommendations for improvement efforts to improve firm's profitability.
  • Evaluate technology and automation opportunities to drive efficiency and agility within the FP&A processes.
  • Support regional implementation of the budgeting and planning software (CCH Tagetik).
Qualifications
  • Bachelor's Degree in Accounting, Finance or other related field
  • MBA or other post-graduate degree is highly preferred
  • CPA, CMA, ACA, ACCA or CA is preferred
  • 5+ years of experience in a Financial Planning and Analyses management role with strong focus on financial reporting.
  • Experience in a multi-national organization is preferred
Technical & Specialist Knowledge
  • Proficient in Microsoft Office 365
  • Hands on experience with planning software such as CCH Tagetik or similar
  • Advanced user of Tableau, BI, PowerBI or other data visualization tools
  • Strong leadership and consensus building skills
  • Exceptional analytical and critical thinking skills
  • Articulate with excellent verbal and written communication skills
  • Ability to think creatively, highly-driven and self-motivated
Diversity, Equity and Inclusion

To attract the best people, we strive to create a diverse and inclusive environment where everyone can bring their whole selves to work, have a sense of belonging, and realize their full career potential.

Our new enabled work model allows our people to have more flexibility in the way they choose to work from both the office and a remote location, while continuing to deliver the highest standards of service. We offer a range of family friendly and inclusive employment policies and provide access to programmes and services aimed at nurturing our people's health and overall wellbeing. Find more about Diversity, Equity and Inclusion here.

We are proud to be an equal opportunities employer and encourage applications from individuals who can complement our existing teams. We strive to create an inclusive and accessible recruitment process for all candidates. If you require any tailored adjustments or accommodations, please let us know here. #J-18808-Ljbffr
  • Financial Advisor

    23 hours ago


    London, United Kingdom Quilter Financial Planning Full time

    Job Description 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...

  • Financial Advisor

    4 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...

  • 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...

  • Financial Advisor

    23 hours ago


    London, United Kingdom Quilter Financial Planning Full time

    Job Description 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...

  • Financial Advisor

    4 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

    4 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

    3 weeks 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

    4 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

    1 month 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 Planning

    3 weeks ago


    London, United Kingdom Vitae Financial Recruitment Limited Full time

    Financial 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 management reporting including monthly financial reporting and provide adhoc...

  • Finance Manager

    4 weeks ago


    London, United Kingdom GM Financial Full time

    GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs...

  • Desk Based Adviser

    2 weeks ago


    London, United Kingdom Financial Planning Firm Full time

    We are Independent Financial Planners, and are seeking a desk based adviser to service an existing client bank, advising clients virtually. Paraplanning and administration support will be provided. This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme. It will be providing a full suite of...


  • London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group. This is...


  • London, United Kingdom Vitae Financial Recruitment Full time

    Finance Director - Hotels Central London (Leadership role requiring 5 days a week in the office) Circa £120K We are interested in speaking with ambitious Heads of Finance, Financial Controllers, Finance Directors or similar with previous HOTEL / Leisure Sector experience, seeking an exciting fast-paced growth opportunity within a well-funded group....


  • London, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners. You will be supporting the advisers in the Company with administration across pensions, investments, and protection. The role is varied, and you will...

  • Financial Advisor

    1 month ago


    London, United Kingdom Quilter Financial Advisers Full time

    Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...

  • Financial Planning

    1 week ago


    London, United Kingdom NatWest Group Full time

    Join us in Financial PlanningFor a client focused financial professional, this is an opportunity to take on a key role with great exposure in Financial PlanningWe’ll look to you to provide specialist, regulated banking advice to our private banking clientsOur customers need their money to be well managed, and in Financial Planning, we provide the right...


  • London, United Kingdom Finatal Full time

    Job Title: FP&A AnalystIf you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Location: 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,...


  • 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...


  • 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,...