FP&A Manager - Social Lending

Circle Square Talent
London, South East England
22 Jul 2017
21 Aug 2017
Contract Type
Full Time
Senior Manager -Financial Planning and Analysis
Circa £85,000 plus bonus plus benefits
London, West End

Previous FP&A experience is a must.

Our client is a Central London Private Equity backed lender embarking on their next stage of growth and are looking for someone who is strong on metrics, works within FS in an FP&A role where you have owned the whole budgetary cycle as well as planning. This role will develop and is yours to shape.

Reports to:                         CFO/Finance Director

Purpose of role:                  To drive financial and commercial business objectives through the provision                                         of financial analysis.


- Production of annual 3 year financial plan
- Own, develop and maintain the business financial model
- Overall responsibility for the monthly forecasting and annual budgeting process, including coordination and consolidation of inputs, production of analysis and associated commentary
- Develop financial models and reports to assess and model the impact of business opportunities or market developments on the current and future financial results and strategic plans
- Produce monthly Board and Executive Committee reporting packs including Key Performance Indicators
- Support the development of new business initiatives, including the financial and strategic analysis of new business proposals
- The key finance lead for strategic/tactical decisions, business cases and new initiatives
- Strategic monitoring including market analysis (direct and connected), competitor analysis and benchmarking, and analysis of commercial partners
- Provide challenge to the business to ensure that planning assumptions are robust and accurately reflect current market conditions and the Business’s strategy
- Maintain a strong relationship with the main shareholder
- Drive operational improvements across the business

Key Performance indicators

-  Timely Annual Budget delivery
-  Monthly reporting cycle and clearly understanding variances
-  Creatively and commercially aware towards correcting any Budgetary diversions
-  Educate other areas regarding financial awareness, KPI’s and performance

Previous Experience

-  Previous experience managing a financial planning and analysis team
-  5+ years experience
-  Qualified ACA/ACCA/CIMA
-  Experience in Financial services (Lending secured or unsecured or insurance)
-  Proven experience in orchestrating the annual Budgetary process, liaising with stakeholders, process managing the Budget to completion
-  Proven experience in analyzing and understanding Budget variances, recommending corrective actions and driving results.
-  Proven experience in driving reporting automation and controls
-  Ability to explain variances in P&L and Balance Sheet vs Budgets and Forecasting


- Advanced level of Excel experience including ability to create and use v-look ups, offset and pivot tables.
-  Operational finance with a focus on a high level of attention to detail with the added ability to see the wider picture
- Strong Stakeholder management & record in driving budgetary controllership
-  Good presentation skills
- Ability to work autonomously and to tight deadlines
- Excellent academics
-  SQL/ Sun systems a plus