Associate Director

3 weeks ago


City of London Greater London, United Kingdom Dartmouth Partners Full time

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. Interested in this role You can find all the relevant information in the description below. For this position, an ideal candidate will be a qualified accountant with exceptional PowerPoint Presentation skills. 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. Responsibilities:

  • Designing management reporting deliverables
  • 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
  • Produce monthly consolidated WME and WMI MI packs, which are presented to the WME ExCo
  • 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
If this position sounds of interest, please apply below or send your CV to
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