Financial Forecasting Analyst
You’ll translate complex financial data into useful management information and produce annual budgets aiding long-term planning and growth.
The Company
Small businesses move fast. Opportunities often don’t wait, and cash flow pressures can appear overnight. To keep going, and growing, SMEs need finance that’s as flexible and responsive as they are.
That’s why we built iwoca. Our smart technology, data science and five-star customer service ensures business owners can act with the speed, confidence and control they need, exactly when it's needed.
We’ve already cleared the way for 100,000 businesses with more than £4 billion in funding. Our passionate team is driven to help even more SMEs succeed, through access to better finance and other services that make running a business easier. Our ultimate mission is to support one million SMEs in their defining moments, creating lasting impact for the communities and economies they drive.
The team
The FP&A team is responsible for driving strategic decision making through forecasting, analysis and reporting performance. You’ll work closely with the FP&A Manager and will also work with the wider finance team as well as other functions across iwoca.
The role
Operational FP&A
* Preparation of the monthly operating model, including reconciliations to accounting software and posting of journals required to complete the model;
* Contribute to and improve forecasting methodology;
* Assisting in the development and maintenance of data pipelines;
* Assisting in preparation of monthly Board documentation and interim and year-end Budget documents;
* Identifying and rectifying issues/areas for improvement in the monthly operating model;
* Identifying and building datasets to compliment the enhancement of the monthly operating model;
* Liaising with departments across the business to:
o Understand business developments and how they impact inputs to the operating model.
o Identify areas of inconsistencies between operating model forecasts and those used by the wider business to improve the accuracy of reporting.
o Understand reporting requirements for each department to increase quality of communication across the business.
* Reporting to external stakeholders
* Uses AI tools to explore data, generate insights, and improve workflows, driving faster and more accurate analysis
Data engineering and product development
* Contribute to the build out of iwoca’s forecasting platform
* Design features, using AI tools to test and build
* Integrate with other third-party tools e.g. Looker, Snowflake and NetSuite
The Requirements
* Good analytical skills, high level of accuracy and attention to detail
* A growth mindset and be able to improve and develop our processes as we grow
* Be able to work to deadlines and manage stakeholder expectations
* Be able to learn quickly and embrace change - we are an innovative, fast growing company and always coming up with new ideas
* Proficient user of excel
* Experience with Looker, Snowflake or equivalent would be desirable
* Willingness and curiosity to leverage AI to maximise quality, speed and rigour
* Our approach to working from home is a ‘hybrid’ one, we will expect you to attend the London office twice a week.
The culture
At iwoca, the best idea wins. We model our culture on independent thinking, challenging untested logic, and evidence-based decisions. We prioritise learning and growth, and give people the autonomy to develop in the direction that makes them most effective.
We're a tech company and believe in the power of AI to help us work faster and better. We provide the infrastructure where every iwocan always has access to the best models and where those models have access to all of our data. We will help our people to learn how to use and grow with the new tools available to them.
The offices
* Offices in London, Leeds, Frankfurt, and Berlin with plenty of drinks and snacks
* Events and clubs, like bingo, comedy nights, football, etc.
The Benefits
* Flexible working hours.
* Medical insurance from Vitality, including discounted gym membership.
* A private GP service (separate from Vitality) for you, your partner, and your dependents.
* 25 days’ holiday per year, an extra day off for your birthday, the option to buy or sell an additional five days of annual leave, and unlimited unpaid leave.
* A one-month, fully paid sabbatical after four years.
* Instant access to external counselling and therapy sessions for team members that need emotional or mental health support.
* 3% Pension contributions on total earnings.
* An employee equity incentive scheme.
* Generous parental leave and a nursery tax benefit scheme to help you save money.
* Electric car scheme and cycle to work scheme.
* Two company retreats a year: we’ve been to France, Italy, Spain, and further afield.
And to make sure we all keep learning, we offer:
* A learning and development budget for everyone.
* Company-wide talks with internal and external speakers.
* Access to learning platforms like Treehouse.
Useful links
* iwoca benefits & policies
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