Commercial Forecasting and Analysis - Operations and Technology

City of London Permanent £50,000 - £65,000
  • Fast track growth FinTech Payments - innovative house
  • Hybrid role with senior level stakeholders/profile from day 1

About Our Client

Fast track growth FinTech Payments - innovative house
City of London location

Job Description

Commercial Forecasting and Analysis - Operations and Technology

Fast track growth FinTech Payments - innovative house
City of London locationPURPOSE:An exciting opportunity to work for a fast-paced, innovative speciality finance company, this role is part of a small, highly skilled team that partners with stakeholders across finance and the wider business including the Executive Committee, Commercial, Credit Risk and Operations teams.This role is ideally suited to a candidate looking to work and develop in a dynamic, "hands-on" environment, with involvement in many different areas of financial planning and analysis and engagement with multiple stakeholders in finance and other teams across the business with activities including:

  • Preparing management information and projections for Servicing, IT, Premises, Call Centre FTE
  • Provide meaningful insight, analysis and challenge
  • Creation of budgets, forecasts for all cost categories within Servicing and IT
  • Support business heads to understand their financials and ensure spend is tracked accurately
  • Liaise with Financial control in relation to month-end bookings
  • Creation of MI and provision of insight
  • Support in the review and creation of business cases which impact the cost lines
  • Build strong relationships across all functions.

The candidate will have experience supporting Cost Management areas through value added Finance Business Partner, ideally within financial services, with a strong financial modelling background and with experience of presenting executive level management information. The candidate will be a self-starter, comfortable operating with autonomy and engaging with senior stakeholders.KEY ACCOUNTABILITIES:Senior finance business partner to the Operations function leading on the preparation of financial forecasts, analysis and modelling from senior management and Executive Committee.Financial Planning & Analysis

  • Accountable for the Planning, Budgeting and Forecasting process for Servicing, IT, Premises & Call Centre FTE ensuring a cohesive planning cycle and support the business in making key strategic decisions
  • Provide finance support in preparing and reviewing Operations business cases, providing commercial acumen and challenge and making sure that benefits are realisable. Helping to support and track the 5 year strategic plan & embedding it into the budget

Management Reporting

  • Accountable for a month end process, which will provide review; challenge and interpretation of all material variances against plan and prior year to ensure Group Board, Exco, Cost Centre Managers and the Finance team have a full understanding of the value drivers
  • Development of reporting and metrics to support the running of the functions

Provide meaningful insight

  • Support in the Planning, Budgeting and Forecasting process for Servicing & IT costs
  • Prepare insightful and clear commentary leveraging Activity Base Costing methodology to ensure the key messages are clearly articulated to senior management. Prepare reporting and analysis for Monthly Board Reviews, including deep dive analysis on Operational performance such as Call Reasons data, Cost allocations methodology, Fixed vs. Variable cost analysis

Management Reporting

  • Accountable for a month end process, which will provide review; challenge and interpretation of all material variances against plan and prior year to ensure Group Board, Exco, Cost Centre Managers and the Finance team have a full understanding of the value drivers. This then rolls into a regular in-year outlook process

Systems & modelling

  • Ensure that all data is update to date and managed within Anaplan and that the system and modelling is continuously monitored, maintained and updated

The Successful Applicant

Commercial Forecasting and Analysis - Operations and Technology

  • Demonstrable experience in an FP&A or Partnering role, working with functional and commercial teams to achieve results
  • Strong communication and presentation skills, including the ability to write and present information in a clear and concise fashion to senior management
  • Highly proficient in Excel, with experience building financial forecasting models in Excel, using a logical and analytical approach
  • Ability to generate commercial insight from data
  • Experience working in Financial Services
  • Experience supporting Cost Management / Operations area
  • Working knowledge of credit cards or unsecured consumer lending (nice to have, non essential)
  • Qualified Accountant or equivalent professional qualifications
  • Experience using Anaplan financial planning system (nice to have, non essential)

What's on Offer

  • Base £50,000 to £65,000
  • Exceptional co bens package
  • Competitive bonus scheme
Contact
Jonathan Gilmore
Quote job ref
JN-082021-2956795
Phone number
+44 (0)207 776 5957

Job summary

Sector
Banking & Financial Services
Subsector
Accountancy & Finance
Sector
Financial Services
Location
City of London
Contract type
Permanent
Consultant name
Jonathan Gilmore
Consultant phone
+44 (0)207 776 5957
Job reference
JN-082021-2956795