Day to day of the Financial Planning Analyst (FP&A) role:
Reed Accountancy and Finance are currently seeking a Financial Planning Analyst (FP&A) to join our clients expanding team within a successful and ambitious business.
The ideal candidate will have a proven track record in financial planning and analysis, with the ability to build and maintain financial plans, monitor business performance, and produce reports for senior leadership and be able to support on an interim 6 month basis.
Our client that has experienced constant expansion now needs a best-in-class planning, analysis and business-partnering leader, to help maximise the efficiency and insight of their business.
This is senior role and is a hybrid management / analyst role, responsible for both the development of a small team as well as running your own, high impact projects.
The successful candidate will be degree educated with experience gained in data analysis/business intelligence.
This role reports to the Chief Credit & Analytics Officer.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Analyse monthly management accounts, including income statements, balance sheets, cash flow statements, and variance analysis, ensuring accuracy and timely delivery.
Develop and maintain a rolling 3-year budget for the organisation, incorporating financial forecasts, strategic initiatives, and risk assessments.
Work closely with the DCFO/CFO and finance team to provide financial support and guidance to the Trust's academies and partner organisations.
Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
I am currently seeking a highly analytical and detail-oriented Management Accountant to join a finance team.
This pivotal role involves providing key financial information to support decision-making within the organisation, ensuring accuracy in reporting, and contributing to the overall financial health of the company.
Day-to-day of the role
Prepare monthly management accounts, including profit and loss reports, budgets, cash flows, variance analysis, and commentaries.