Financial Planning Analyst
- Employer
- KennedyPearce Consulting
- Location
- Lambeth, South East London, United Kingdom
- Salary
- Competitive Salary
- Closing date
- Oct 1, 2020
View more
- 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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