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Financial Planning Analyst

Employer
KennedyPearce Consulting
Location
Lambeth, South East London, United Kingdom
Salary
Competitive Salary
Closing date
Oct 1, 2020

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time

Role: Financial Planning and Analysis

Founded in 1998, a specialist asset manager, experienced at investing in the opportunities arising from the transition to a more sustainable global economy. The firm is headquartered in London with offices on both coasts of the United States as well as Hong Kong. Today, manages over $18.5 billion, making it one of the world's largest investors operating exclusively in this area.

RESPONSIBILITIES


• Completion of the company's financial planning including budgeting and forecasting, capital planning and reporting and other associated tasks.


• Prepare annual budgets for all London based departments


• Work with US team to consolidate and present group budgets to the Board


• Complete monthly reforecasts


• Prepare ad-hoc forecasts and financial analysis for the business


• Analyse and evaluate company's financial performance, including review against budgets


• Assist in the preparation of year end and month end accounts


• Complete regulatory reporting


• Assist in preparation of the ICAAP


• Assist in implementation of new budgeting and reporting system

KNOWLEDGE & EXPERIENCE REQUIRED


• Experience in the Asset Management industry


• At least two years PQE working in industry preferred


• Advanced Excel skills


• Experience in using Microsoft Dynamics or similar package


• Ability to work productively and independently to achieve assigned tasks with a minimum amount of direct supervision.


• Personable and professional demeanor.


• Ability to work under demanding timelines while maintaining composure and effectiveness.

EDUCATION


• Degree educated or equivalent


• Qualified CIMA or ACA/ACCA - minimum 2 year posted

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