Financial Planning

3 weeks ago

Glasgow, Glasgow City, United Kingdom LendInvest Full time

LendInvest stands as the premier FinTech platform in the UK for property financing. Over the years, we have evolved from our founding duo to a robust team dedicated to simplifying property finance for all.

Our workplace culture thrives on innovation, efficiency, and enjoyment, enabling us to facilitate over £7 billion in mortgages, contribute thousands of new or enhanced homes to the UK housing market, and successfully launch on the London Stock Exchange. We have ambitious plans to expand our business, enhance our offerings, and develop our team.

About the Team

Our team is expanding and is composed of a diverse and dynamic group, bringing strong credentials and experience from various sectors. We collaborate to meet the business's requirements, and you will witness the direct impact of your contributions on tangible outputs and decisions.

Your Responsibilities

This is an excellent opportunity to join a well-established team and advance your career. The Financial Planning & Analysis (FP&A) team is tasked with providing forward-looking financial insights and scenario evaluations to support our ambitious growth objectives. They also produce critical management information and financial analyses for the Senior Leadership Team (SLT) to guide decision-making and offer valuable business insights.

In partnership with the Head of FP&A, you will oversee the business's budgeting and planning processes, assess operational efficiency, and engage in business partnering with sales, capital markets, legal, and marketing.

  • Develop and maintain the business forecasting model and re-forecasting processes, staying updated with new product launches, investors, and strategies.
  • Conduct scenario analyses using the forecasting model to inform business decisions and evaluate the effects of pricing adjustments or stress scenarios.
  • Create insightful and concise discussion papers for the Executive Committee.
  • Prepare and review essential management information, ensuring data integrity and accuracy.
  • Formulate the annual budget utilized by the business to monitor performance and manage operational expenditures.
  • Support and critically assess the commercial decisions made by the business.
  • Engage in special ad-hoc projects as required, assisting the Head of FP&A.

Required Qualifications

  • Newly Qualified Accountant (ICAEW or equivalent) with robust analytical and technical capabilities.
  • Experience in an FP&A or business partnering role, generating financial analyses and forecasting information.
  • Exceptional proficiency in MS Excel, including VBA, automation, and macros, with a strong ability to manipulate data from diverse sources.
  • A methodical and logical approach to problem-solving, capable of interpreting both financial and non-financial implications of commercial decisions.
  • Strong attention to detail.
  • Ability to manage multiple responsibilities, prioritize effectively, and meet deadlines.
  • Excellent influencing, verbal, and written communication skills, with confidence in engaging with all levels of seniority within the organization.

Preferred Qualifications

  • Familiarity with Adaptive Insights, Google Suite (Sheets, Docs, Slides), Netsuite & Tableau, including Excel and Power Query.
  • Knowledge of financial services and prior experience in secured property lending.

Benefits & Perks

  • Competitive salary plus a company bonus scheme.
  • Hybrid and flexible working arrangements.
  • 25 days of holiday, increasing with length of service.
  • Private healthcare coverage.
  • Enhanced parental leave.
  • Matched pension contributions up to 4%.
  • Critical illness insurance.
  • Employee Assistance Programme and mental health support.
  • Life assurance coverage.
  • Regular performance reviews fostering a culture of growth and development.
  • Leadership training opportunities for managers.
  • Charitable donation support through a 'give as you earn' scheme.
  • Assistance for attending conferences and professional development.
  • Discounts available through Perkbox.
  • Cycle to work scheme.
  • Season ticket loan options.
  • Electric car loan scheme.
  • Monthly social events and annual offsite gatherings.

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