Job Description 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.
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