Strategic Financial Partner

2 days ago


Crawley, West Sussex, United Kingdom Equiniti Full time

Equiniti Overview

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology, supporting 37 million people in 120 countries. Our vision is to be the global share registrar, offering complementary services to our clients.

We operate with TRUSTED values: we deliver on our commitments, are COMMERCIAL in building long-term value, COLLABORATIVE in our approach, and continually IMPROVE by enhancing our skills and services.

The Role

This Strategic Financial Partner role will support the financial reporting, P&L forecasting, commercial analysis, and business case development for the Private Sector P&L within Retirement Solutions at Equiniti. The successful candidate will work closely with the sector P&L Managing Director and other key stakeholders.

Core Responsibilities

  • Manage the sector's month-end reporting processes, reviewing offshore reports, and delivering financial presentations to senior management. Ensure timely submission of deadlines.
  • Lead budget and forecast processes, ensuring revenue and profit targets are met, and providing ongoing risk and opportunity analysis to adjust as needed.
  • Support Adaptive Insights and Workday planning tool capabilities, and contribute to Group accounting and reporting operating model transformation.
  • Perform second-line reviews of transactions, including invoices and cash/balance sheet movements.
  • Monitor working capital performance and identify improvements.
  • Collaborate with the Relationship Management team as required.

Commercial Financial Analysis and Insight

  • Partner with the EQ Retirement Solutions commercial team on pricing, deals, marketing, and ad-hoc financial analysis.
  • Support financial modeling for business cases, including pricing and capex.
  • Develop client profitability through data provision, critical review, and results discussion with commercial and delivery personnel.
  • Assess IFRS-15 projects within the scope of EQ's policy.

Business Case Support

  • Support production, monitoring, and delivery of business cases as needed.

Other

  • Work with the Offshore FP&A function to achieve business outcomes and accuracy of overall numbers.
  • Provide cover for other finance business partners as required.
  • Participate in the annual external audit with the Financial Reporting team.
  • Maintain compliance with EQ's accounting policy.
  • Deliver ad-hoc analysis as requested.

Requirements

  • A minimum of 5 years' experience in FP&A or commercial finance roles, preferably in a blue-chip company.
  • Accounting qualification.
  • Stakeholder management at Heads of Function and Senior Level, with influence over decision-makers and ability to lead conversations.
  • Results-driven track record of high performance and examples of financial and process improvements.
  • Familiarity with financial reporting systems and new system implementation experience.
  • Strong analytical, modeling, and accounting skills, creating and providing insight.
  • Commercial acumen.
  • Excellent communication skills to present key messages to senior leaders and drive action to improve financial results.
  • Growth mindset with an inquisitive mind, willingness to learn, and take on stretch goals.
  • Self-motivated with independent organization skills.

Estimated Salary Range: £60,000 - £80,000 per annum.



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