mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs … ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage … full financial relationships. Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and more »
people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support … accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. Responsibilities: Sales - Achieve individual and/or team financial … functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and more »
Analyst to join their dedicated team. Role Overview: As the FP&A and Data Analyst, you will play a pivotal role in providing insightful analysis and strategic financial support to key stakeholders within the organisation. Working closely with senior management, you will contribute to the development of financial plans, forecasts, and budgeting processes, aiding in decision-making, and driving business performance. Your responsibilities as theAnalyst will include: Conduct a range of financialanalysis to support strategic initiatives and operational decisions Conduct ad-hoc analysis and support to assess the impact of potential business changes … Business partner with production/operations management to provide meaningful insights into the business performance Analyse monthly P&L versus budget/forecast Detailed Analysis of key departmental spend to support key business decisions To be considered for the role of FP&A and Data Analyst, you will require more »
team within Vistry East London, at our Brentwood office in Essex. As our Development Manager you will be responsible for managing and ensuring overall financial viability of development is maintained and always controlled. You will support the Regional Development Director and Associate Development Director in the efficient running of … our company values - Integrity, Caring and Quality Forecasting using CP12A & DA system. Coordinating activities and third parties to meet deadlines. Managing planning applications Undertaking financial appraisals Appointing and coordinating external consultants. Experience in an Assistant Development Manager role or similar Strong commercial orientation supported by financial modelling and … and provide initial feasibility appraisals to enable a decision to be made whether to proceed with an offer. Liaise with Land team in completing financialanalysis of sites. Complete land acquisition checklists and acquisition approval packs prior to site purchase for approval by Managing Director and Corporate Group. more »
planning, as well as quarterly forecast revisions, monthly actual reporting, ESG reporting, and any ad hoc requests pre and post submission.IndustryMediaKey deliverablesCreate and maintain financial models to support business planning and reporting processes.Consolidate data to support the delivery of month end reporting, annual budgeting, long-term planning, ad hoc … reporting and quarterly outlook processes.Provide comprehensive analytical support, including, but not limited to, financial forecasting, modelling and analysis, ESG and variance reporting.Maintain and execute planning communications and calendars for global stakeholders, ensuring timely adherence to submission deadlines.Support audit periods, ensuring timely and accurate provision of financial data … and documentation.Contribute to a diverse set of operational improvement projects, including deliverables such as processes analysis, solution design, implementation plans, and training/communication.Assist in preparing materials for the leadership team, including board decks and other leadership updates.Requirements Hold a qualification of ACA, ACCA, CIMAStrong financialanalysismore »
is a fast-paced role which will suit someone looking to further develop their career. Responsibilities: Collaborate in preparing and analysing revenue forecasts. Use financial data to identify trends, variances, and opportunities, providing insights to key stakeholders. Continuously enhance the relevance and quality of reports. Address financial queries … forecast data within specified timelines. Enhance and develop models to streamline the preparation of annual budgets and quarterly forecasts. Aid in developing and maintaining financial models for diverse projects and business units, covering both capital and non-capital expenditures. Contribute to project reporting against budgets or forecasts, offering precise … financial analyses of project delivery. Undertake ad-hoc reporting and financialanalysis as required. Experience/Qualifications: Qualified accountant or progressing towards your ACA/ACCA/CIMA qualification. Experience within an FP&A team or commercial role. Demonstrate exceptional interpersonal skills. Strong proficiency in Excel. Strong more »
the business. The ideal candidate will demonstrate an ability to think strategically, be able to build strong relationships with the Executive team and provide financialanalysis, challenge and insight to the business. To successfully deliver in the profile position, you will need to have: Qualified Accountant (ACA, ACCA … skills with the ability to build strong professional relationships Accuracy and attention to detail A little more information about the role: Drive analytical and financial insight to the executive team and private equity partners Develop and deliver on long-term planning models looking at how new products will impact … revenue Support on forecasting and budgeting Present accurate analysis of the business performance to the senior leadership team Preparation of board packs and presentations for the senior leadership team Ad-hoc projects to include supporting the team with driving process improvements forward and providing addition analysis where required more »
Belfast, Northern Ireland, United Kingdom Hybrid / WFH Options
Search 5.0
a positive, inclusive, and well-being-focused culture. This role is perfect for a junior Business Analyst or someone transitioning from a data/financialanalysis position, offering unparalleled exposure to the forefront of intelligent market data and advanced trading systems. Job: Business Analyst As part of a … software products are designed, implemented, and delivered in alignment with a market data model that empowers customers to maintain their competitive edge. Job Responsibilities: financial market data expertise to teams across the business our client's Market Data Model by incorporating new technologies and instruments. the onboarding of new … good data practices across governance and commercial areas. processes and tools to improve quality and efficiency. with stakeholders across Development, QA, and Product Management. financial market data Responsibilities degree in IT, Engineering, Business, or a related field. with SQL and relational databases. in the Microsoft Office suite. in financialmore »
We’re helping companies settle their pension liabilities so they can focus on growing their businesses, as well as helping to support their members’ financial security in retirement. And we’re investing for the long term to back our pension promises. In the last 30 years we’ve written … Cooper Internal Closing Date: 28/5/24 Job Description Your role at a glance We are recruiting for a Head of Cost Analysis within our Legal and General Retirement Institutional (LGRI) division who will provide strategic leadership to the LGRI expense management function and take ownership of … a robust and proactive management accounting service to relevant areas of the business. Support the Head of Finance Business Partnering in achieving LGRI’s Financial objectives, aligned with the role and responsibilities. What you’ll be doing You will be liaising with key stakeholders, finance, the business and group more »
We’re helping companies settle their pension liabilities so they can focus on growing their businesses, as well as helping to support their members’ financial security in retirement. And we’re investing for the long term to back our pension promises. In the last 30 years we’ve written … Cooper Internal Closing Date: 28/5/24 Job Description Your role at a glance We are recruiting for a Head of Cost Analysis within our Legal and General Retirement Institutional (LGRI) division who will provide strategic leadership to the LGRI expense management function and take ownership of … a robust and proactive management accounting service to relevant areas of the business. Support the Head of Finance Business Partnering in achieving LGRI’s Financial objectives, aligned with the role and responsibilities. What you’ll be doing You will be liaising with key stakeholders, finance, the business and group more »
qualified, analyst work closely with the Senior Management Team and the wider business to provide the necessary clarity required to understand business performance. Insightful analysis is at the forefront of our decision making and you will be responsible for driving the strategic direction of the business, promoting growth and … the sources of data used for reporting Working very closely with the SLT to drive interaction with the wider business whilst providing ad hoc analysis and financial support to the decision making process Reporting on and improving the visibility of all company revenue streams - promoting cross selling (locally … and accuracy of revenue reports, budgets and forecasts Tactically improve the overall accuracy of the commercial finance function Manage the new implementation of the Financial Dashboard - simplifying the reports for Business Lines and Regional Heads Develop and continue to improve the business pricing structure and models Provide regular financialmore »
HPE Business Units. In the role you will: Act as a Finance Business Partner to allocated Regional Operations Managers and Service Delivery Managers, offering financial guidance and support, whilst being part of their management team. Prepare monthly review packs with appropriate narratives following a financialanalysis of … assumptions and trends Manage the month-end close including preparing and posting journals into SAP, controlling accruals/prepayments, processing cross charges and performing analysis on the overall integrity of the P&L. Support key Financial deliverables during Month End close: Prepare narratives and forecast as well as … sessions. Take care of other ad-hoc activities and projects as allocated by the Finance Manager. Ensure we operate with a high level of financial integrity. Operate within the Corporate Standards of Business Conduct, abiding by Health & Safety Rules and all other appropriate Governance structures Key attributes would include more »
High Wycombe, Buckinghamshire, South East, United Kingdom
Marc Daniels
their PowerBI adoption by knowledge sharing sessions, and in day-to-day interactions Person Specification: Hands-on experience in implementing Power BI solutions for financial reporting and analysis, including dashboard design and data visualisation. Relevant Microsoft certifications, e.g., Microsoft Fundamentals Experience in finance roles, with a focus on … financialanalysis, reporting, and data management. Commitment to continuous learning and staying updated on the latest developments in finance, data analytics, and Microsoft technologies through professional development courses, workshops, and seminars. more »
recruit an exceptional finance leader to partner the Group Technology function. The role includes: Business partner the CTO and direct reports, developing and executing financial and strategic plans across the organisation Providing financial insight on critical strategic technology investments, including data capabilities and hardware assets used to run … the business Executing financial management and insight enabling sound decision making and steering business success, through commercial support & financialanalysis of performance drivers Financial management of the Group's ongoing operational costs to run and support the business Oversight of technology FP&A and investment governance more »
Review underperforming and watch clients within the portfolio and recommend action to the Portfolio Management Meetings. Present outcomes to client in robust & positive way Analysis of client financial statements and forecasts to present to the Portfolio Management Meetings. Ensure client submissions, data and practices adhere to Finance Agreements. … record in ABL/AR financing or similar environment. Good understanding of ABL/AR product range, procedures, markets and industry sectors. Strong analytical & financialanalysis skills. Handle high work volumes whilst maintaining accuracy, quality and client focus. Strong risk focused approach. Excellent verbal, written and presentation skills. more »
Junior Financial Advisor (Must be Qualified) Salary £26'000 - £32'000 per annum Vibrant Manchester city centre offices Monday to Friday working hours Junior Financial Advisor Salary £26'000 - £32'000 per annum Vibrant Manchester city centre offices Monday to Friday working hours The Company: A highly regarded … continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish. Key Words: FA, Financial Advisor, Financial Planner, Junior FA, Trainee FA, DipFA, CISI, chartered institute for securities & investment, investment Junior Financial Advisor Salary … per annum Vibrant Manchester city centre offices Monday to Friday working hours The Role: By shadowing their Senior Financial Advisers you will have firsthand knowledge of how to operate effectively as an Adviser. The timescale of progression from Junior Financial Advisor to Financial Adviser is dependent on more »
Hampshire, England, United Kingdom Hybrid / WFH Options
Mackenzie Jones
Functional Process Owner - Financial Planning & Analysis - SAP FP&A. T6/MN/18667. Circa £70k + 15% Bonus + Benefits Package. 12 Months Fixed Term - Hybrid Working - 1 Day a Week Onsite. 📍 Hampshire, South East. Global organisation seeking to secure an experienced - Functional Process Owner - Financial Planning & Analysis - SAP FP&A. Extensive experience of - Financial Planning & Analysis combined with a Finance background. Will be part of a global transformation programme. *Must be eligible to work in the UK* Skills & Experience Required: Financial Planning & Analytics - Commercial Financial Planning, Forecasting & budgeting experience. … Financial Planning & Analytics - Business Partnering - supporting a FP&A implementation & delivery - ideally have project management/delivery experience. SAP FP&A - implementation experience - functional experience - linchpin between Finance/Business Teams & IT/Tech. FP&A - Design, Implementation & Execution experience. FP&A integration & connected dependencies. FP&A process design more »
South East London, England, United Kingdom Hybrid / WFH Options
Informa
A, delivering reporting for Executive team, Board, and wider management.Monitoring performance, KPIs, risks, and opportunities within the business. Provide insightful commercial understanding to the financial results to enable decision making.Drive continuous improvement initiatives to enhance financialanalysis, systems, and reporting.Establish effective working relationships across the business and … senior management team.Support investor relations in the analysis of financial information for external market announcements.Support scenario planning, including the impact of M&ADeputise for Head of Group FP&A as required and contribute to the development of the wider FP&A team through coaching and mentoring.Skills & AbilitiesPrevious experience … working at a senior level within FP&A at a large/listed organisationStrong influencing skills, including the ability to communicate complex financial technical matters to non-technical peopleThrives in a fast-paced environment and produces quality outputs to tight deadlinesProven record of managing a teamProfessional QualificationsRecognised professional accounting more »
the business. The ideal candidate will demonstrate an ability to think strategically, be able to build strong relationships with the Executive team and provide financialanalysis, challenge and insight to the business. To successfully deliver in the profile position, you will need to have: Qualified Accountant (ACA, ACCA … skills with the ability to build strong professional relationships Accuracy and attention to detail A little more information about the role: Drive analytical and financial insight to the business units executive team Develop and deliver on long-term planning models looking at how new products will impact revenue Support … on forecasting and budgeting Present accurate analysis of the business performance to the senior leadership team Preparation of board packs and presentations for the senior leadership team Ad-hoc projects to include supporting the team with driving process improvements forward and providing addition analysis where required If you more »
Analyst. The role is located in Manchester City Centre. This is an important position that ensures that relevant regulators around the globe receive important financialanalysis/information on the business. The role is analytical and deadline driven in nature and also has a large amount of senior … be a key asset. This can be considered in line with the requirements below: Qualified Accountant with exposure to the regulatory reporting environment within Financial Services Exposure and knowledge of CRD IV, including COREP, FINREP, liquidity reporting Good communication and interpersonal skills are very important more »
South East London, England, United Kingdom Hybrid / WFH Options
Eames Consulting
reporting to the Managing Partner in a broad capacity that encompasses the following:Oversight and management of third-party fund administrators.Updating and maintaining fund financial models.Quarterly portfolio valuation review.Production of investor reports.Portfolio monitoring and analysis.Supporting and advising portfolio companies with financialanalysis and forecasting, etc.Liaising with various more »
Leeds, England, United Kingdom Hybrid / WFH Options
Altum Consulting
distribution, district heating/cooling, renewable electricity generation (solar photovoltaic, wind and biomass), low carbon heat generation. Work on engineering, sustainability policy development and analysis, carbon management, renewables and climate services with regional stakeholders. Work for a range of clients including national, regional, and local government, energy developers, education … is expected that you will be on the path to having chartership or membership of a relevant institution. Candidates with energy modelling, and related financialanalysis techniques along with cross-disciplinary knowledge in the energy sector will be an advantage. Strong interest in green economy, environmental and sustainability … carbon Experience of working in multidisciplinary technical design teams, applying technical standards and project management processes. Be able to undertake strong project and technical analysis, reporting and presentation. Be able to develop business cases for energy investments and infrastructure refurbishments Salary is also negotiable, based on experience and performance more »
both worlds. As a Relationship Director, you will work closely with business owners to get under the skin of their operation, conduct a full financialanalysis and build a robust proposal which supports their business growth in the best possible way.Working with businesses across a range of sectors more »
South East London, England, United Kingdom Hybrid / WFH Options
Harmonic Finance™ | Certified B Corp
out and management of the Finance function. This is an incredibly broad and hands-on role that will work closely on developing FP&A, Financial Modelling and the budgeting and forecasting process alongside the CFO, as well as creating and driving the improvement of end-to-end accounting practices … Management Accounting, Month-End and Financial Reporting. With significant exposure to the wider business and Leadership Team there is scope to drive commercial performance in a Business Partnering capacity.There will also be the chance to support the CFO with fundraising projects (Series B in the next 12 months) and … of Finance and Finance Director positions.Create and drive the improvement of end-to-end accounting practicesEstablish excellent month end and management accounting processesBuild out financial planning and analysis (FP&A) alongside the CFOImplementing new financial controls and processes to ensure ‘best practice’Establish an effective budgeting processConsistently more »
Reading, England, United Kingdom Hybrid / WFH Options
Dynamic Planner
and is the UK’s most popular risk profiling and asset allocation investment process. It is the UK’s leading end to end financial planning system supporting 45% of investment advice firms in the UK, reviewing more than £100billion of client assets and profiling more than 1,700 investment … asset managers worth over £280billion each quarter. Dynamic Planner’s purpose is to help advice firms match clients with suitable solutions through engaging financial planning so that people can better fund the lives they want to lead. Role Purpose As a Revenue Operations Manager you will play a crucial … Reporting directly to the Chief Revenue Officer (CRO), you will be responsible for understanding and analysing revenue-related data, optimising processes, and ensuring accurate financial reporting for the GTM function. Additionally, you will maintain a direct line of communication with the Chief Financial Officer (CFO) to provide a more »