Senior Business Finance Analyst; Private Wealth

Overview

Purpose:

This role reports to the Head of Financial Planning & Analysis and is part of a 20+person Group Finance team  primary responsibility is supporting the Private Wealth businesses of 7IM from a Financial Planning and Analysis perspective.

• Support the Private Wealth businesses and business heads with financial review, planning and analysis of their businesses. Current businesses include both Independent and Integrated Private Wealth businesses as well as Lync.
• Support the Head of Financial Planning & Analysis, the CFO, CEO etc on Groupwide financial analysis, typically focused on Private Wealth and Advice.
• Attend Private Wealth monthly business reviews and add financial insight using P&L, netflow and AuM as well as other financial and market intelligence.
• Support Private Wealth businesses with financial analysis on various projects including deep dive reviews, MCRs, Deferred consideration and other compensation schemes.
• Lead the Finance team involvement in Private Wealth projects including pricing work, business integrations, M&A, target operating model execution etc.
• Manage the integration of new acquisitions from an FP&A perspective.
• Work closely between the Entity Controllers within Finance, the Data Insight & Analytics team and the business to ensure the right level of information and insight for effective management and decision making.
• Manage and provide Private Wealth input into the financial planning cycles (budget, forecasting, 5 year business plan etc).

• Private Wealth business and commercial understanding.
• Stakeholder management – able to manage multiple stakeholders and outputs.
• Resilience – able to deliver on time and go the extra mile when necessary.
• Excellent experience of Financial analysis and financial planning.
• Financial modelling skills.
• Staff management (1 PQ staff).
• Team collaboration.
• Breadth of financial awareness and understanding.

• Display strong attention to detail and accuracy.
• Be able to communicate effectively (written and verbal) with internal and external stakeholders, including senior management.
• Manage workload independently (and for team) and demonstrate initiative.
• Adapt easily to varied responsibilities.
• The position encompasses a combination of some routine with many ad hoc assignments.
• Commitment to upholding 7IM’s mission, core values, and the principles outlined in the company’s Treating Customers Fairly initiatives is expected.