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Financial Planning & Analysis

Morgan McKinley
Posted 7 days ago, valid for 4 days
Location

London, Greater London EC1R 0WX

Contract type

Part Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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Sonic Summary

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  • An established Investment Manager in London is looking for a Financial Planning & Analysis (FP&A) Analyst with strong modelling and data skills.
  • The position is a 6-month fixed-term contract, requiring the candidate to start within 4 weeks.
  • Candidates should have strong experience in FP&A or financial analysis, ideally in investment management or financial services.
  • The role offers a salary of £60,000 to £70,000 per annum, depending on experience.
  • Advanced Excel modelling skills and experience with data management are essential, along with the ability to communicate insights to various stakeholders.

An established Investment Manager based in London is seeking an experienced Financial Planning & Analysis (FP&A) Analyst to join their team. This is a fantastic opportunity for a hands-on finance professional with strong modelling and data skills to play a key role in shaping the firm's revenue reporting and forecasting processes as they prepare for a new system implementation.

This role is an initial 6-month FTC, with the candidate required to be able to start within 4 weeks.

Key Responsibilities:
  • Redesign and improve existing Excel-based revenue models to ensure accuracy and scalability.

  • Clean, streamline, and structure financial and operational data for enhanced reporting.

  • Support the implementation of a new financial system by improving data quality and reporting processes.

  • Build and maintain financial models in Excel to support revenue forecasting and scenario planning.

  • Develop dashboards and management reports to provide meaningful insights to senior stakeholders.

  • Collaborate with finance, operations, and technology teams to ensure best use of financial data.

Candidate Profile:
  • Strong experience within FP&A or a financial analysis role, ideally gained within investment management or broader financial services.

  • Advanced Excel modelling skills with a proven track record of building and improving revenue models.

  • Strong understanding of data management and experience cleaning/structuring datasets.

  • Experience designing and building dashboards; Power BI knowledge is highly desirable.

  • Proactive, detail-oriented, and able to communicate insights effectively to both finance and non-finance stakeholders.

This role would suit someone who thrives in a growing, change-oriented environment and wants to directly contribute to building a more robust FP&A function.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.