(Regional Finance | Financial Services | Banking | Investment Arm)
About the Opportunity
A growing regional investment organisation is seeking an experienced FP&A professional to strengthen its financial planning and business partnering capabilities. This is a high-impact individual contributor role suited for someone who enjoys building processes, driving commercial insights and supporting strategic decision-making.
Key Responsibilities
- Lead budgeting, forecasting and long-term financial planning activities.
- Develop and enhance financial models covering revenue, operating expenses and cost allocation methodologies.
- Analyse financial performance against budgets and prior periods, identifying key trends and business drivers.
- Prepare monthly management reports, dashboards and executive presentations.
- Deliver meaningful financial analysis to support strategic and operational decisions.
- Partner closely with finance and business leaders to improve financial transparency across the organisation.
- Translate financial information into practical commercial insights for stakeholders.
- Support month-end and year-end closing activities together with the accounting team.
- Ensure consistency, integrity and accuracy of financial data and reporting.
- Drive process improvements, automation initiatives and reporting enhancements.
- Participate in finance system implementation, testing and optimisation projects.
- Consolidate and reconcile information from multiple data sources to improve reporting quality.
What We’re Looking For
- Degree in Finance, Accounting, Economics or a related discipline.
- Approximately 12–15 years of FP&A experience, preferably within financial services, investment management or alternative investments.
- Strong financial modelling, analytical and commercial finance capabilities.
- Solid understanding of accounting principles and financial reporting.
- Advanced Excel and PowerPoint skills.
- Able to work independently in a fast-changing environment with minimal supervision.
- Strong business partnering and presentation skills.
- Experience building new reporting processes or improving FP&A functions would be highly regarded.
