Aberdeen is a leading Wealth & Investments group in the UK, and our ambition is to be the best. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.
Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand.
About Our Businesses
* Interactive Investor (ii), the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
* Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
* Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.
About The Department
The Finance function is led by the Chief Financial Officer and comprises four specialist, centralised teams, and three divisional focused commercial teams, supported by a small CFO Office to run the function.
* Group Finance Control – responsible for all external reporting activity with the goal to produce high quality reporting materials, on time and reflective of best practice.
* Finance Operations – responsible for all processing and production activity, largely on an outsourced basis, with the goal to combine maximum efficiency and increasing automation with robust controls.
* Capital and Tax – responsible for running all capital and tax matters centrally for the whole group, as a global, specialist function.
* Performance and Planning – responsible for all performance and planning activities centrally for the group, including coordination of planning, forecasting, quarterly business reviews and investor relations.
About The Role
The role holder will work closely with colleagues across the Investments Business ensuring the commercial objectives of the business are met through the provision of informed management information.
Key Responsibilities
* Owning the profitability models for Investments business including the governance and oversight of inputs, assumptions and outputs.
* Collaborating and working closely with Profitability modelling implementation partners to enhance Anaplan modelling and reporting, assumptions, and further develop profitability KPIs.
* Owning and maintaining the profitability methodology for Business and Regulatory modelling including cost classification and allocation methodology to Asset Class, Desk, Strategies and Fund.
* Delivering quarterly profitability performance for Asset Classes, Investment Desks and Funds working with the business partners and managers to ensure profitability performance is transparent and understood.
* Overseeing the offshore WNS team responsibilities for the production of the profitability data hub each quarter.
* Driving automation and process optimisation across data inputs, handling and reporting workflows using data visualisation tools to provide efficient Executive reporting and insights.
* Working with the business and function areas to ensure the cost centre allocation basis to Asset Classes, Desks and strategies are refreshed and correlated to the costs associated with the allocation.
* Providing swift and insightful responses to requests for ad hoc profitability analysis, financial modelling, scenario analysis to enable proactive business management.
* Providing analysis and insight that links financial reports to business strategies, including relevant performance KPIs.
About The Candidate
* Qualified Accountant (ACA, ACCA, CIMA) (Desirable)
* Asset management or financial services background and knowledge of investment strategies and asset management principles (Desirable)
* Excellent analytical ability with a good attention to detail.
* Ability to interpret complex financial data and provide actionable insights.
* Expertise in financial modelling tools (Excel, PowerBI, Anaplan etc.)
* Data science, governance and visualisation skills.
* Proven accounting skills, diligent and accurate.
* Strong communication and presentation skills with the ability to present plans to support business decisions.
* Be driven and assertive, prepared to get into the detail to understand the sophisticated cost drivers of the business.
* Takes personal accountability for quality delivery.
* Manage priorities, delivering at times to tight deadlines and coping with a varied portfolio of work.
* Collaborate across Finance and the Business in order to develop a network of people from which the role holder can leverage support.
We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire.
We offer a range of benefits, including 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus, private healthcare, and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal.
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