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Lead Financial Planning Analyst

2 months ago

London, Greater London, United Kingdom Plum Fintech Full time

At Plum Fintech, our goal is to enhance financial prosperity for everyone. We strive to make saving effortless and democratize investing.

Since our inception, we have pioneered the use of artificial intelligence and automation to streamline personal finance. To date, we have successfully assisted individuals in saving significant amounts across various European markets.

Recognized as a leading fintech in the industry, our achievements are attributed to the commitment and enthusiasm of our diverse workforce. With a team of skilled professionals, we are expanding our operations.

Position Overview

As a Lead Financial Planning Analyst, you will be an integral part of our Finance Team, collaborating closely with the FP&A Lead and Finance Business Partner, as well as the Accounting Department and CFO, to ensure Plum's financial stability and readiness for growth.

Key Responsibilities

  • Contribute to the financial modeling and budgeting processes.
  • Assist the partnership team and broader organization in assessing the financial implications and pricing strategies for potential collaborations, thereby guiding strategic decisions.
  • Oversee the month-end closing activities, including reporting for investors and partners, quarterly board presentations, and the evaluation of key risks and opportunities.
  • Develop and manage departmental budgets, analyzing performance against financial plans.
  • Collaborate with department heads on capacity planning and identifying optimal cost structures across the profit and loss statement.
  • Support the periodic updates of the group's recovery and wind-down strategies.
  • Work alongside the data team to enhance the precision of our forecasting methods.
  • Promote automation throughout all FP&A processes.

Qualifications

  • Possession of an ACA/CIMA/CFA qualification or equivalent, with a solid understanding of accounting and financial principles.
  • A minimum of three years of experience in financial planning and analysis or commercial finance.
  • A strong analytical background, ideally with a degree in Mathematics, Economics, Accounting, Business Analytics, or Data Science.
  • Proficiency in Excel and experience in financial modeling, with the ability to create models and processes from the ground up.
  • Exceptional attention to detail and problem-solving capabilities.
  • Proactive and driven, with a strong sense of ownership and the ability to work collaboratively.
  • Familiarity with accounting software, such as Xero, is advantageous.
  • Experience in the fintech sector is a plus.
  • Knowledge of Looker and experience working with data teams is beneficial.

Benefits

  • Equity ownership through stock options.
  • Comprehensive private health insurance.
  • Annual budget for professional development.
  • Flexible remote working arrangements, with encouragement for in-office collaboration.
  • Regular team meals and a variety of snacks and beverages available.
  • Complimentary subscription to Plum Premium.
  • Paid sabbatical after four years of service.
  • Generous holiday allowance, including bank holidays.
  • Work-from-anywhere days.
  • Employee referral incentives.
  • Paid time off for volunteering activities.
  • Enhanced maternity benefits.
  • Annual team-building trip to undisclosed locations.

If you believe this aligns with your skills and aspirations, we encourage you to reach out.

Best regards,

The Plum Team

*Plum Fintech is an Equal Opportunity Employer. We do not discriminate based on race, religion, gender, sexual orientation, disability, national origin, or any other legally protected status. All employment decisions are based on qualifications, merit, and business needs.