We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
* Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
* Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
* Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
About the role
Moneyfarm is looking to reinforce its growing FP&A team with an FP&A Analyst who will be actively involved in shaping the direction of Finance at Moneyfarm. The successful candidate will become an integral part of the Finance team, supporting the Head of FP&A and liaising with numerous departments outside of Finance. This role involves maintaining FP&A models, supporting the forecast process and providing crucial financial insights to the Commercial team. This is a coveted role at a company that is disrupting the wealth industry and undergoing tremendous growth.
Main Responsibilities:
* Assist in the preparation of the annual Budget and Business Plan
* Develop, maintain, and enhance complex financial models to support scenario planning, sensitivity analysis and strategic decision-making
* Deliver deep-dive analyses on business performance, identifying and interpreting key trends, risks, and opportunities to provide actionable recommendations
* Act as a strategic finance partner to commercial teams, providing data-driven insights to support new initiatives and drive profitable growth
* Proactively identify and lead initiatives to improve processes, automate tasks, and implement new systems to scale the Finance function effectively
* Support monthly closing activities by providing sharp, insightful analysis and commentary for the management reporting package
Essential:
* A Bachelor’s degree in Accounting, Finance, Economics, or a related field
* 3-6 years of experience in FP&A, M&A or Corporate Development
* Strategic thinking with strong attention to detail
* Strong financial and analytical modelling skills with proven ability to develop complex models
* Excellent command of Microsoft Excel and the ability to manage and interpret large volumes of data
* Excellent communication skills with fluency in both spoken and written English.
* Confidence and experience in presenting complex financial analyses to senior management and executive leadership
* A proactive and adaptable individual who thrives in a fast-paced and tech-centric environment
Desirable:
* Previous experience within a “Big 4” accounting firm or in an M&A-focused role
* Previous experience in the FinTech or financial services industry
* Working knowledge of SQL
* Health Insurance, Wellness plan
* Fee free investments on Moneyfarm platform
* Incentive scheme
* Career development opportunities
* Training opportunities
* Regular office social events
* Happy and friendly culture!
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