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Financial Planning and Analysis Manager (Fixed Term Contract)

First Sentier Investors
London, United Kingdom
Competitive Salary
Closing date
Jun 19, 2024

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Job Role
Financial Planning & Analysis
Contract Type
Full Time

Our Organisation

We are stewards of AUM of AU$213.5 billion on behalf of institutional investors, pension funds, wholesale distributors and platforms, financial advisers and their clients worldwide

Our investment capabilities include Australian and global equities, global emerging markets and Asia Pacific equities, direct and listed infrastructure, fixed income and multi-asset solutions, systematic equities and listed property. We believe investment success is achieved by bringing together autonomous teams of investment specialists who share a commitment to responsible stewardship.

Position Purpose

In this role, you will work closely with the EMEA business as well as the global finance team and play a vital part in developing and enhancing the FP&A function for FSI Finance. Reporting to the Executive Manager - FP&A, this role covers a broad spectrum of responsibilities including:

  • The development and provision of financial and non-financial information to various stakeholders across the FSI Group
  • Partnering with the Investment business lines to build and maintain strong relationships and become the ‘go to’ person for all finance related matters
  • Supporting the development of the planning and forecasting process and develop a full understanding of key business drivers
  • Leverage Finance systems to continuously improve processes



You will be expected to perform the following tasks in a manner consistent with the firm’s values:

Development and Provision of Financial Information
  • Produce relevant reporting, analysis and financial models to support senior management and partnered divisions decision making
  • Ensuring all Management Information is accurate and provide insightful commentary where necessary
  • Understanding, reporting and analysis of business cost and revenue drivers and KPI’s such as AUM, margins and fund flows
  • Work closely within the global finance teams to align global reporting and develop a consistent suite of management reporting and information
  • Support period end closes to ensure that appropriate processes, systems and controls are in place so that the financial position is correctly reflected and understood, interpreted and communicated
  • Variance analysis against actual, budget and forecast results in line with the above.
  • Preparation of ad-hoc management information and analysis as required
  • Strong risk management mindset. Identification and reporting of risk related issues and continuous focus on enhancement of controls in line with the firm’s risk appetite
  • Foster and embed a continuous improvement culture across both EMEA and the global finance team by challenging the status quo and seeking out better working practices
  • Reducing complexity and create capacity for value add activities
  • Develop understanding of complex operational environments and processes

Business Partnering
  • Building relationships to become a trusted advisor to key business leaders by the provision of commercial and financial decision support to help drive better financial understanding and performance
  • Understanding of partnered business lines, key drivers and current and emerging issues
  • The development and provision of financial information, tools, analysis, insights and constructive challenge to facilitate informed decision making and supporting business strategy
  • Finance lead on projects and change initiatives as required

Planning & Forecasting
  • Understanding of key business drivers and underlying trends to support the annual budget and reforecast process
  • Development and maintenance of multi-dimensional forecasts, including scenario modelling and stress testing
  • Providing analysis of performance, and insight into business drivers that impact on future business outlook
  • Reporting of actual results vs forecasts and plans with appropriate driver based variance analysis and commentary where expected

Required Capabilities:
  • CIMA / ACA / ACCA qualified or equivalent
  • Strong Financial planning and analysis experience gained within the investment management industry
  • Previous experience with finance systems is essential
  • Motivated self-starter with ability to operate effectively in an unstructured environment with little direct supervision
  • Excellent written and oral communication and influencing skills
  • Demonstrated ability to develop and manage relationships effectively with senior internal and external stakeholders
  • Ability to assimilate, analyse and present financial data to a high level of accuracy with ability to meet tight deadlines
  • Effective team player with interpersonal and collaboration skills
  • The ability to apply analytical skills beyond the traditional functions of finance to adapt to a broad range of commercial issues

Our DE&I Commitment

Our Diversity, Equity and Inclusion vision is that you can be who you are. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

First Sentier Investors aims to provide equal employment opportunity to all qualified employees and applicants regardless of race, ethnicity, religion, sex, sexual orientation, gender identity or expression, disability, age, disability, marital or partnership status, or any other category protected by law.

If you require any reasonable adjustments as part of the recruitment process or as part of the role, please let us know, and we will look to support you.

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