Financial Control Accountant

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.

About FNZ

• 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.

Responsibilities

• Own the coordination and delivery of budgeting, forecasting, and management reporting processes, ensuring accuracy, data integrity, and timely delivery.
• 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
• 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
• 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
• 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
• 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)

Requirements

• & 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

Preferred

• 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