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Full-time
professional certificate
Posted 2d ago
~40 hrs/week
Responsibilities
Support financial planning, forecasting, and performance reporting for the UK and Europe business to enable effective decision-making. Deliver monthly management reporting and partner with operational teams to analyze revenue and cost drivers.
Requirements
Requires a part-qualified or newly qualified professional (ACA/ACCA/CIMA) with experience in financial analysis and strong Excel skills. Candidates should be detail-oriented with the ability to produce clear financial commentary and handle complex datasets.
Full job description
FP&A Analyst – Role Overview
Support financial planning, forecasting, and performance reporting for the UK and Europe business, providing analysis and insight to enable effective decision‑making. Contribute to budgeting, forecasting, and management reporting processes, ensuring accuracy and timely delivery.
Key Responsibilities
Financial Planning & Forecasting
Support the annual budget and periodic forecast processes, coordinating inputs and maintaining planning models
Produce forecast updates with variance analysis vs. budget and prior forecasts
Maintain and update financial models to support scenario analysis and planning assumptions
Analyse performance vs. budget/forecast, identifying key drivers and trends
Highlight risks and opportunities with supporting data and initial recommendations
Business Partnering
Support finance business partnering activities with operational and commercial teams
Provide financial analysis to support decision-making, including cost tracking and revenue performance
Assist in evaluating initiatives (e.g. pricing, cost efficiency, project performance)
Management Reporting & Data Integrity
Ensure consistency between planning outputs and actuals in collaboration with Financial Control
Reconcile data across systems and investigate variances
Maintain data quality and integrity across reporting processes
Process Improvement
Identify opportunities to improve reporting efficiency, accuracy, and automation
Support development of standardised reporting and planning templates
Contribute to continuous improvement of FP&A processes and outputs
Key Outputs (Exec-ready)
Monthly performance packs with variance commentary
Budget and forecast submissions
EBITDA / P&L bridges (actual vs. budget/forecast)
Ad hoc analysis (projects, costs, revenue drivers)
Skills & Experience
Essential
Experience in FP&A, commercial finance, or financial analysis roles within financial services, fintech or platform-based businesses.
Strong track record operating in a fast paced, delivery-driven environments, balancing accuracy with tight timelines.
Part-qualified or newly qualified (ACA / ACCA / CIMA)
Experience in financial analysis, reporting, or FP&A
Strong Excel and financial modelling capability
Ability to produce clear, concise financial commentary
Personal Attributes
Analytical and detail-oriented
Proactive with a problem-solving mindset
Strong communication skills with ability to simplify data
Collaborative and responsive to stakeholder needs
Applications for this role will close on Wednesday, 1 July 2026. We encourage early applications, as we may review candidates on a rolling basis.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.