Financial Control Accountant

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.

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.