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Financial planning & analysis - morgan mckinley

London
Ziprecruiter
Financial planner
Posted: 26 August
Offer description

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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