Strategic Financial Planner
3 weeks ago
We're seeking a sharp Financial Planner & Analyst to drive our financial success by forecasting revenue, analysing data, and collaborating with various teams. In this strategic role, you'll play a key part in ensuring a smooth and efficient financial planning process.
Key Responsibilities:
- Annual revenue forecasting and quarterly revenue outlook update
- Develop and continually improve financial projections over revenue
- Ad-hoc business performance reporting with a specific focus on revenue
- Connect with data science, product, and growth teams to create a holistic view on revenue planning and analysis process and data flow
- Track and report actual bookings on a regular basis
- Collaborate with corporate FP&A and corporate accounting teams to streamline operational procedures
- Analyse BvA variances to the budget and forecast and identify the cause of unexpected variances
- Assist with board of directors' meeting materials preparation and review
- Improve data quality and communication of results
- Coordinate data and reporting required for all internal reviews
- Analyse large amounts of data from different groups or departments
About You:
- Minimum 5+ years of relevant work experience in FP&A
- Minimum education: Bachelor's degree in Accounting/Finance
- Proven fundamental in SaaS revenue and an expertise of business operations
- Proven experience with implementing new processes and process improvements
- Excellent oral and written communication skills, can work well with all levels of management and different teams
- Demonstrate critical thinking skills and ability to present, articulate and justify analyses diplomatically
- Highly-organised with ability to help and prioritise multiple projects concurrently
- High curiosity and appetite for knowledge trends, outliers, and relationships
- High level of self-motivation and accountability
- Exceptional cogent and critical thinking skills
This is a hybrid role, and our office is based in Shoreditch.
-
Strategic Financial Planner
24 hours ago
London, Greater London, United Kingdom GB010 Marsh Corporate Services Full timeJob Title: Strategic Financial PlannerAbout the Role:We are seeking a skilled Strategic Financial Planner to join our team at GB010 Marsh Corporate Services. As a key member of our finance department, you will be responsible for providing financial support to our business units and ensuring the accuracy and reliability of our financial data.Key...
-
Strategic Financial Planner
3 weeks ago
London, Greater London, United Kingdom Goodman Masson Full timeSeeking a Strategic Financial Planner to lead the development and updating of the Group Business Plan, supporting strategic projects and financial decisions.Key Responsibilities:Prepare financial models for strategic decisions and financial forecastsManage the annual budgets across the departments as well as the quarterly forecasting processes, ensuring...
-
Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...
-
Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team in London. As a Paraplanner/Assistant Financial Planner, you will be responsible for preparing and writing high-quality reports, assisting with annual reviews, and accompanying Financial Planners to client meetings.Key ResponsibilitiesPrepare and write high-quality reports and assist...
-
Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...
-
Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an excellent opportunity to progress towards paraplanning with study support on offer.Key Responsibilities:Processing new business and maintaining complianceManaging ongoing client review...
-
Financial Planner Assistant
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OpportunityFinancial Divisions, a leading Wealth Manager, is seeking a skilled Paraplanner/Assistant Financial Planner to strengthen their team in London. This role offers a chance to work with a prestigious company, providing financial planning and investment management services to high net worth individuals.Key Responsibilities:Preparing high-quality...
-
Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...
-
Financial Planner Assistant
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planner Assistant OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.Key Responsibilities:Support the Financial Planning team with administrative tasks, including diary...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
-
Strategic Transport Planner
4 weeks ago
London, Greater London, United Kingdom Service Care Solutions Full timePrincipal Strategic Transport PlannerOur client, a leading organization in North West London, is seeking a highly skilled Principal Strategic Transport Planner to join their team. This is a full-time, temporary position offering hybrid working and an hourly rate of £33 per hour (Umbrella LTD) or £26 per hour (PAYE).The successful candidate will be...
-
Strategic Transport Planner
4 weeks ago
London, Greater London, United Kingdom Service Care Solutions Full timePrincipal Strategic Transport PlannerOur client, a leading organization in North West London, is seeking a highly skilled Principal Strategic Transport Planner to join their team. This is a full-time, temporary position offering hybrid working and an hourly rate of £33 per hour (Umbrella LTD) or £26 per hour (PAYE).The successful candidate will be...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a crucial role in helping individuals achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' objectivesAnalyse financial information...
-
Financial Planner
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Quilter Financial Advisers. As a key member of our advisory business, you will play a crucial role in helping individuals achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' objectivesAnalyse financial information...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.Key Responsibilities:Develop and implement financial plans to meet clients' goals and...
-
Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...
-
Strategic Transport Planner
3 weeks ago
London, Greater London, United Kingdom careers4a - Jobboard Full timePrincipal Strategic Transport PlannerWe are seeking a highly skilled Principal Strategic Transport Planner to join our team in North West London.Role PurposeThe successful candidate will be responsible for developing and managing transport and public realm policies, including the Council's Long Term Transport Strategy and Local Implementation Plan.Key...
-
Strategic Transport Planner
3 weeks ago
London, Greater London, United Kingdom careers4a - Jobboard Full timePrincipal Strategic Transport PlannerOur client, a leading organization in North West London, is seeking a highly skilled Principal Strategic Transport Planner to join their team. This is a full-time, temporary position on an ongoing contract, offering hybrid working and an hourly rate of £33 per hour (Umbrella LTD) or £26 per hour (PAYE).Role PurposeThe...