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Head of Financial Planning & Analysis

Close Brothers Group plc
Borough, South East London, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Finance Director/Head of Finance
Contract Type
Full Time
The Vacancy


Managing and leading the FP&A function and team, you will provide strategic financial insights of the business divisions to drive continuous improvement in their growth plans and support key decision-making processes. You will collaborate with various stakeholders including the CEO and Executive team members, providing value-added, in-depth analysis and financial modelling to support strategic initiatives, including new product launches, bespoke hires and acquisitions.

This role involves overseeing the development and production of high-quality management information for an integrated wealth management business, measuring financial performance, coordinating the annual budget, 3-year plan and financial modelling for ICAAP / ICARA, as well monthly forecasting.

  • Management of the financial planning & analysis (FP&A) function; setting objectives and providing feedback and coaching to the team
  • Business partnering to senior managers and business leaders, including budgeting, decision support, monthly reporting, and ad-hoc analysis as needed
  • Overseeing the forecasting, budgeting, and planning process, providing meaningful challenge to the projections while ensuring buy-in and ownership by the business heads of their targets
  • Timely and efficient production of regular management information, including board packs, segmental P&L's, and presentation of results to the executive committee and CEO
  • Development and enhancement of financial modelling capabilities to support the business in evaluating the impact of major strategic initiatives
  • Continuous enhancement and improvement of management reporting; working with other areas of the business including IT and data services to improve data quality and develop new reports
  • Encouraging new ideas and focus areas within the team and with senior management including identifying insightful information outside of the standard MI production
  • Liaise with Group Finance and Investor Relations teams to provide analysis to assist in understanding and communicating the business's performance to analysts and investors
  • Responsibility for systems and tools within the team along with supplier relationship management for those

  • Fully qualified ACA/ACCA/CIMA (or equivalent) with previous leadership, financial analysis, and management reporting experience
  • Proven FP&A leader in financial services with a good core knowledge of the investment management industry including products and services is highly desired
  • Experience presenting financial and operating performance to senior management, including at board level. Excellent Power Point and Excel skills (including Power BI) are a requirement
  • Energetic, proactive, personable self-starter, with ability to manage and develop a team and to motivate and energise others. He/she should demonstrate a high degree of personal confidence and the communication skills necessary to interact with all levels of the organisation
  • Hands on approach and ability to work under pressure to tight deadlines
  • Excellent communication and presentation skills with the ability to convey complex financial information to non-finance stakeholders
  • Demonstrated problem solving experience in working with other areas of a business to improve processes, enhance quality of management information, and source key data required to measure business performance
  • Demonstrated experience with system enhancements and/or implementations

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee's or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.


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