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FP&A Analyst

Close Brothers
London, United Kingdom
Closing date
Dec 30, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The Vacancy


In this role you will have the opportunity to develop and enhance existing skills whilst assisting the team. You will play an integral part of the FP&A team, whose primary function is delivery of a range of high quality and accurate MI and financial analysis to the senior management team, business heads and CBG investor relations, including ongoing monthly deliverables and other ad hoc requirements.

  • Compilation of clear and accurate MI of a consistently high quality to support the wider business in tracking, forecasting and evaluating results, trends and initiatives
  • Support for monthly management reporting packs for the Asset Management division, with a particular focus on asset and product reporting, ensuring accurate and timely reporting
  • Support for the COO business partnering function, assisting in the preparation of monthly management packs and project financials for the CBAM Project Investment Committee (PIC)
  • Support forecast and budget processes for business partner areas and overall business models
  • Provision of analysis to Group Finance and Group Investor Relations
  • Data interrogation, reconciliations and analysis from a variety of systems including Excel, Adaptive Planning, SAP products and Finance Data Warehouse
  • Support development and enhancement of FP&A output with increased automation and controls
  • UAT support, testing and report writing from data warehouse as required
  • Responding to ad hoc queries and projects and providing support to the business heads, senior management, CFO and FP&A team
  • Ad hoc analysis, modelling and presentations when required
  • Highly numerate individual with a logical mind and appreciation for accuracy
  • Desire to work towards an accountancy qualification
  • Ability to manage a range of tasks and projects through to completion
  • Strong interpersonal and communication skills
  • A mathematics, finance or accountancy related degree or equivalent in experience
As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee's or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

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