Group Assistant Director of Financial Planning

2 weeks ago


London, United Kingdom IQ-EQ Full time

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

**Job Description**:
This is an excellent opportunity to join the IQ EQ Group Finance Team as a senior leader to drive meaningful and accurate forecasting and analytics for the Group. The role will require a proactive approach in the management of internal stakeholders, investors, lenders, and ratings agencies. You will take a critical role in the development of new forecasting tools to improve efficiency, accuracy and frequency of forecasting. The role will include the involvement in M&A and other corporate activity. You will be a critical part of the finance team and develop working relationships with the business leaders across the Group.

The role will encompass:

- Liaison with MDs and Finance Directors in relation to the expectations from trading entities across the IQ EQ Group alongside analysis of centralised costs
- Providing insight to the Group Management Team on expected trading against budget, forecasts and prior year
- Implementation and roll out of systemised planning tools in order to facilitate rolling forecasting and cash flow projections
- Management of the annual budget process
- Preparation of reporting and associated analytics for review by investors, lenders, ratings agencies and internal management
- Management of due diligence processes for corporate and borrowing activity
- Ad hoc reporting, analytics and modelling

**Qualifications**:
**Competencies**
- Collaborates
- Drives results
- Communicates effectively both written and verbally with C-suite and external parties
- Organisational savvy

**Qualifications**
- ACA or ACCA or equivalent qualifications
- Experience in financial planning and analytics in in a multi-jurisdictional Group
- Ability to liaise with key stakeholders internally (Group Management Team members including C-suite) and externally
- Excellent written communication skills both for report writing and addressing stakeholder queries
- Experience in Private Equity and leveraged businesses an advantage
- Strong working knowledge of Microsoft Excel and PowerPoint. Knowledge of and planning tools advantageous, particularly Workday.
- Organised and driven to ensure that tight deadlines are met.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.



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