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Financial Planning & Analysis Analyst

RG Advisors Ltd.
Closing date
15 Sep 2021

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Contract Type
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Financial Analyst role to work with a Family Office on financial transformation of Systems, Planning, Reporting and Analysis.

Key Responsibilities

· Commercially business partner to the business and wider leadership team.

· Build a strong FP&A function, focusing on creating a new dashboard and KPI systems.

· Develop implement and maintain systems across the finance function in terms of reporting and analysis, Improvement and development of internal reporting.

· Working closely with the executive team develop business-wide KPI matrix and project KPIs

· Drive commercial analysis around investment performance, projects and cashflow.

· Have a strong interest in financial systems and operational processes.
  • Improvement and maintenance of managed business models
  • Liaising with external modelling provider to manage the build of new business models.

· Maintain a strong controls environment.

· Deliver ad hoc projects and analysis to the executive team.

Candidate Requirements
  • Bachelor's degree or equivalent education. Preferably holding a professional finance qualification (ACA, ACCA, CIMA or equivalent).
  • Strong FP&A experience
  • Strong analytical skills
  • Similar and suitable experience matching the above Key Responsibilities.
  • Strong experience of producing financial models and business plans.
  • Strong interpersonal skills, with the ability to build effective working relationships at all levels across the business functions and influence senior management/directors and wider stakeholders.
  • Strong planning and organisational skills, as well as excellent attention to detail
  • Ability to work on own initiative and to manage own workload against tight deadlines.
  • Willingness to take on a variety of duties as required.
  • Experience in asset management - An advantage
  • and have a fun, humble and engaging personality.
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