Job Description

Senior FP&A Analyst – Role Overview

Lead financial planning, forecasting, and performance reporting for the UK and Europe business, providing analysis and insight to enable effective decision-making. Own the coordination and delivery of budgeting, forecasting, and management reporting processes, ensuring accuracy, data integrity, and timely delivery.

Key Responsibilities

Financial Planning & Forecasting

• Coordinate the annual budget and regular forecast processes, managing inputs, timelines, and planning models

• Own the production and review of forecast updates, including variance analysis against budget and prior forecasts

• Manage and review financial models for scenario analysis, planning assumptions, and decision support

Performance Reporting & Insight

• Own the delivery and review of monthly management reporting (revenue, costs, EBITDA, cash), with clear variance commentary

• Lead analysis of performance against budget and forecast, identifying key drivers, trends, and implications

• Review and communicate risks and opportunities, supported by robust data and clear recommendations

Business Partnering

• Coordinate finance business partnering activities with operational and commercial teams

• Own the provision and review of financial analysis for decision-making, including cost tracking, client deepdives and revenue performance

• Review the financial impact of initiatives, including pricing, cost efficiency, and project performance

Management Reporting & Data Integrity

• Own the review of consistency between planning outputs and actuals, working closely with Financial Control to resolve differences

• Review reconciliations across systems, investigate variances, and coordinate resolution of identified issues

• Manage data quality and integrity across planning and reporting processes, reviewing controls and addressing exceptions

Process Improvement

• Identify, assess, and coordinate opportunities to improve reporting efficiency, accuracy, and automation

• Manage the development and review of standardised reporting and planning templates

• Own continuous improvement of FP&A processes and outputs, coordinating changes with relevant stakeholders 

Key Outputs (Exec-ready)

• Monthly performance packs with variance commentary

• Budget and forecast submissions

• EBITDA / P&L bridges (actual vs. budget/forecast)

• Ad hoc analysis (projects, costs, revenue drivers)

Skills & Experience

Essential

• Qualified accountant (CA (ICAI) / CMA / ACA / ACCA / CIMA), or equivalent relevant experience

• Demonstrable experience in financial analysis, management reporting, and FP&A, with ownership of core planning cycles 

• Strong Excel and financial modelling capability 

• Ability to produce clear, concise financial commentary 

Desirable

• Experience coordinating budgeting and forecasting processes across multiple stakeholders 

• Experience working with large or complex datasets 

• Experience in a fast-paced environment 
• Experience of planning systems (Anaplan)

Personal Attributes 

• Analytical and detail-oriented 

• Proactive with a problem-solving mindset 

• Strong communication skills with ability to simplify data 

• Collaborative and responsive to stakeholder needs

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.