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Location

Southampton | United Kingdom

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Job description

About Our Client

Our client is a well know financial services organisation with a brilliant name in the south coast market,

Job Description

Business Planning and Forecasting

Prepare, review and challenge the Business Plan and forecast packs for submission and approval to appropriate governance forums and stakeholders.

Analyse forecast planned performance, ensuring a good understanding of the assumptions and drivers of performance; how the assumptions and drivers impact financial performance and any significant risks to the delivery of the plan.

Ensuring all plan and forecast numbers are correctly uploaded and reflected in the financial systems to ensure that performance against plan can be easily tracked.

Explore opportunities to streamline the processes and systems involved in the preparation of the Plan.

Internal reporting

Preparation of Monthly Management Information and Quarterly Business Performance Review packs to the appropriate Management Committees, Excos and Boards. This is to include monthly sales and flows reporting, profit and KPIs, together with thoughtful and considered commentary and analysis.

Understand, analyse and challenge financial and operational results to prepare insight into the business performance and advise improvements where necessary.

Maintenance of complex financial models to facilitate the reporting and forecasting of financial performance.

External reporting

Providing data, analysis and commentary for inclusion in the Group's Quarterly trading updates, Interim and Year End announcements, including the Supplementary Information disclosures relating to net flows, assets under management and administration ("AuMA") and other related performance data;

Providing responses to questions from external parties on the Affluent segment (eg from market analysts, the Group's statutory auditors and credit rating agencies) to the FP&A Manager for review..

The Successful Applicant

Able to work in a complex and changing environment.

Proactive approach to the resolution of problems and obstacles, escalating issues as required.

Excellent communication skills - written and verbal.

Ability to build and maintain strong relationships with senior leaders and a range of stakeholders across the business.

Ability to work collaboratively with others, and has confidence to provide challenge when necessary.

Accounting qualification (ACA, ACCA or CIMA) ideally with previous experience in Financial Planning & Analysis or Finance Business Partnering.

What's on Offer

A great opportunity to join a business with an abundance of progression.

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Salary