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Financial Planning

2 months ago

Glasgow, Glasgow City, United Kingdom LendInvest Full time
About the Role

We are seeking a highly skilled Financial Planning & Analysis (FP&A) Business Partner to join our team at LendInvest. As a key member of our FP&A team, you will play a critical role in supporting our ambitious growth plans by providing forward-looking financial information and scenario analysis.

Key Responsibilities
  • Develop and maintain the business forecasting model and re-forecasting process, ensuring it remains up-to-date with new product launches, investors, and strategies.
  • Perform scenario analysis using the forecasting model to support business decisions and assess the impact of pricing changes or stress events.
  • Prepare insightful and succinct discussion papers for the Executive Committee.
  • Prepare and review key pieces of management information, ensuring the integrity and accuracy of data.
  • Prepare the annual budget used by the business to monitor performance and control operational expenditure.
  • Support and challenge commercial decisions made by the business.
  • Work on special ad-hoc projects as required, supporting the Head of FP&A.
Requirements
  • Newly Qualified Accountant (ICAEW or equivalent) with strong analytical and technical skills.
  • Experience of working in an FP&A or business partnering role, producing financial analysis and forecast information.
  • Exceptional MS Excel skills, including the use of VBA, automation, and macros. Competent and efficient in manipulating data from different sources.
  • A clear and logical approach to problem-solving, with the ability to interpret both financial and non-financial impacts of commercial decisions.
  • Solid attention to detail.
  • Ability to manage a variety of responsibilities, prioritize, and meet deadlines accordingly.
  • Outstanding influencing, verbal, and written communication skills - confident to present and converse with all levels of seniority within the business.
Desirable Skills
  • Proficiency with Adaptive Insights, Google Suite (Sheets, Docs, Slides), Netsuite, and Tableau, including Excel and Power Query.
  • Financial services knowledge and previous secured property lending experience.
What We Offer
  • Competitive salary + company bonus scheme.
  • Hybrid and flexible working policy.
  • 25 days holiday (increasing with the length of service).
  • Private healthcare.
  • Enhanced parental leave.
  • Matched pension contributions up to 4%.
  • Critical illness cover.
  • Employee Assistance Programme & Mental Health support.
  • Life assurance.
  • Regular performance reviews to promote a culture of growth and development.
  • Leadership training for managers.
  • Give as you earn scheme for charitable donations.
  • Support for attending conferences and professional learning & development.
  • Discounts via Perkbox.
  • Cycle to work scheme.
  • Season ticket loan.
  • Electric car loan scheme.
  • Monthly socials & annual offsite.