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Financial planning analyst

London
Coopman Search and Selection | B Corp™
Financial planning analyst
Posted: 12 August
Offer description

Coopman Search and Selection | B Corp provided pay range

This range is provided by Coopman Search and Selection | B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.


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Senior Consultant | Financial Control & Fund Finance | Coopman Search & Selection

Coopman Search London is delighted to be partnering with a high ESG impact business on their search for a talented FP&A professional.

This London based investment manager are expanding their team as part of a strategic leg of their growth journey.

Working closely with both the investment teams and core senior stakeholders, this role plays a pivot part in helping the business realise it's strategic vision. This role will rely on strong financial planning, forecasting and budgeting skills in order to successfully support the business in key decision making.

Your core duties will involve:

* Presenting to several boards/committees including InvestCo and ExCo the complex financial data relating to business P&L and fund cashflow
* Partnering with investment teams to produce fund forecasts including the development, maintenance and building of complex financial models for rolling forecasts and scenario testing.
* Ownership over budgeting, forecasting and financial analysis utilising PowerBi reporting tools.
* Building models for liquidity and capital reports.
* Assisting with quarterly, half yearly and annual valuations.
* AdHoc support of wider financial and accounting duties including audit where required.
* Supporting with other project led opportunities relating to finance and systems.

Experience required:

* Fully qualified Accountant (ACA, CIMA or ACCA) with a minimum of 3 years experience
* Good technical accounting background ideally with experience of financial statements/corporate accounting and supporting audit
* Advanced excel skills (VBAs) with modelling experience and experienced user of PowerBI or similar business intelligence product
* Knowledge of funds and investments
* Confident, collaborate and proactive individual who enjoys taking on a challenge and building strong internal relationships

If you're interested in learning more about a flexible, trusting and growing environment with scope to develop, please contact Cheryl.Aust@coopman.uk for an informal conversation.

Please note, sponsorship is not available for this opportunity - candidates must have the appropriate right to work in the UK to be considered.

Coopman Search and Selection specialises in compliance, risk, accounting, and finance recruitment. We provide tailored retained, contingent, and interim solutions to meet the unique needs of our clients and candidates. As a proud Certified B Corporation, we are committed to sustainable growth, balancing purpose and profit while prioritising positive social and environmental impacts for all stakeholders.


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Legal
* Industries

Financial Services, Investment Management, and Investment Banking

Referrals increase your chances of interviewing at Coopman Search and Selection | B Corp by 2x


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