FP&A Associate
Key Responsibilities
Support periodic forecasting, annual budgeting, variance analysis and financial planning processes.
Support planning inputs from business stakeholders across the Group.
Produce forecast updates, variance analysis and performance reporting.
Maintain and enhance financial models to support planning and scenario analysis.
Support the embedding and ongoing development of Anaplan, FNZ's new planning system.
Collaborate closely with the Group FP&A function, assisting in financial planning, reporting and analysis required for global executive leadership that drives strategic decision-making.
Analyse large volumes of financial and operational data to provide actionable insights.
Produce high-quality financial reports tailored to internal stakeholders.
Track key financial and operational KPIs, monitoring trends and assessing their financial impact.
Translate non-financial data and key performance indicators (KPIs) into financial metrics and assess their impact on financial models.
Key Requirements
Proven 2-5 Years of experience within FP&A, Commercial Finance, Financial Analysis, or Management Information roles as a Finance Analyst/Senior Finance Analyst, or in a similar role with a strong focus on data analysis, planning and reporting.
Background in financial services, FinTech, platform businesses, or other complex commercial environments.
Qualified accountant (ACA, ACCA, CIMA or equivalent), with minimum 2-5 years post qualification experience.
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Experience supporting budgeting and forecasting processes together with providing internal stakeholder reports, ensuring accuracy and clarity.
Proficiency in financial modelling, forecasting, and planning.
Proficiency in financial software, Excel (advanced), PowerPoint (advanced), Anaplan, and Business Intelligence tools (e.g., Power BI, Tableau, or similar).
Expertise in handling and analysing large financial datasets, drawing meaningful insights.
Excellent analytical and problem-solving skills with a keen eye for detail.
Strong ability to convert non-financial data and KPIs into financial metrics and assess their business impact.
Ability to work independently in a fast-paced environment, adapting to evolving business needs while managing multiple priorities.
Strong business acumen with the ability to partner effectively with operational teams and stakeholders.
Strong communication skills with the ability to present financial data clearly to both financial and non-financial audiences.
Good understanding of P&L, balance sheet, cash flow and key financial performance drivers.
If you are an experienced financial analyst with a passion for financial planning, financial reporting and data-driven decision-making, we would love to hear from you!
Apply now to become a key part of our finance team!
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.
