Interim FP&A Consultant (FTC)
- Employer
- Charles Stanley & Co. BU
- Location
- London, United Kingdom
- Salary
- Competitive Salary
- Closing date
- Jan 26, 2025
View more categoriesView less categories
- Job Role
- Financial Planning & Analysis
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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Description
Job Purpose
You will deliver the processes and capability needed to deliver timely and accurate forecasts, and a simple but effective annual budgeting and 5-year planning cycle.
You will lead the design, development and implementation of an end-to-end model for planning, forecasting, sensitivity analysis and stress testing. Working with the Director of FP&A, business partners and the wider finance team, you will identify relevant business inputs and assumptions to drive a seamless and flexible forecasting process, giving consideration to output reporting, interaction with other finance systems (particularly TM1) and the use of data and analytics from the Tableau tool to inform and enhance modelling.
As the strategy and structure of the wider business are determined, you will develop the processes and capability necessary to “slice and dice” the financials to reflect the evolving organisational design and operations.
You will employ a range of resources and techniques to forecast revenues and assets in a consistent, transparent and robust manner.
You will work closely with the Costs team on relevant inputs and assumptions.
You will identify efficiencies and new and better ways of working across the FP&A team and, where relevant, the wider finance team.
This appointment is for a fixed-term period of six months.
Regulatory & Business Conduct
Qualifications & Experience:
Knowledge & Skills:
Job Purpose
You will deliver the processes and capability needed to deliver timely and accurate forecasts, and a simple but effective annual budgeting and 5-year planning cycle.
You will lead the design, development and implementation of an end-to-end model for planning, forecasting, sensitivity analysis and stress testing. Working with the Director of FP&A, business partners and the wider finance team, you will identify relevant business inputs and assumptions to drive a seamless and flexible forecasting process, giving consideration to output reporting, interaction with other finance systems (particularly TM1) and the use of data and analytics from the Tableau tool to inform and enhance modelling.
As the strategy and structure of the wider business are determined, you will develop the processes and capability necessary to “slice and dice” the financials to reflect the evolving organisational design and operations.
You will employ a range of resources and techniques to forecast revenues and assets in a consistent, transparent and robust manner.
You will work closely with the Costs team on relevant inputs and assumptions.
You will identify efficiencies and new and better ways of working across the FP&A team and, where relevant, the wider finance team.
This appointment is for a fixed-term period of six months.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate, and resolve risk and conduct issues.
Qualifications & Experience:
- Proven experience in advanced financial modelling within the wealth management sector or similar financial services industries.
- Strong background in process improvement, with the ability to assess and optimise finance-related functions.
Knowledge & Skills:
- Exceptional skills in planning and forecasting within the financial services industry
- Excellent communication and stakeholder management abilities, comfortable working closely with senior leadership.
- A strategic thinker with the ability to understand the interconnections between departments and systems.
- Operate a methodical and organised approach to work.
- Ability to work autonomously and hit the ground running.
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