FP&A Analyst

FP&A Analyst – Role Overview

Support financial planning, forecasting, and performance reporting for the UK and Europe business, providing analysis and insight to enable effective decision‑making. Contribute to budgeting, forecasting, and management reporting processes, ensuring accuracy and timely delivery.

Key Responsibilities

Financial Planning & Forecasting

Support the annual budget and periodic forecast processes, coordinating inputs and maintaining planning models

Produce forecast updates with variance analysis vs. budget and prior forecasts

Maintain and update financial models to support scenario analysis and planning assumptions

Performance Reporting & Insight

Deliver monthly management reporting (revenue, costs, EBITDA, cash) with clear variance commentary

Analyse performance vs. budget/forecast, identifying key drivers and trends

Highlight risks and opportunities with supporting data and initial recommendations

Business Partnering

Support finance business partnering activities with operational and commercial teams

Provide financial analysis to support decision-making, including cost tracking and revenue performance

Assist in evaluating initiatives (e.g. pricing, cost efficiency, project performance)

Management Reporting & Data Integrity

Ensure consistency between planning outputs and actuals in collaboration with Financial Control

Reconcile data across systems and investigate variances

Maintain data quality and integrity across reporting processes

Process Improvement

Identify opportunities to improve reporting efficiency, accuracy, and automation

Support development of standardised reporting and planning templates

Contribute to continuous improvement of FP&A processes and outputs

Key Outputs (Exec-ready)

Monthly performance packs with variance commentary

Budget and forecast submissions

EBITDA / P&L bridges (actual vs. budget/forecast)

Ad hoc analysis (projects, costs, revenue drivers)

Skills & Experience

Essential

Part-qualified or newly qualified (ACA / ACCA / CIMA)

Experience in financial analysis, reporting, or FP&A

Strong Excel and financial modelling capability

Ability to produce clear, concise financial commentary

Desirable

Exposure to budgeting and forecasting processes

Experience working with large or complex datasets

Experience in a fast-paced environment

Personal Attributes

Analytical and detail-oriented

Proactive with a problem-solving mindset

Strong communication skills with ability to simplify data

Collaborative and responsive to stakeholder needs

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.