FP&A Manager (Wealth Management)

Role Overview

As FP&A Manager, you will be the primary finance partner to the Wealth Management division, working closely with senior leaders to turn financial data into insights that drive divisional performance. You will own the Wealth Management budgeting and forecasting cycle, build and maintain advanced financial models, and produce reporting that is clear, timely, and decision-ready.

What You Will Do

You will own the Wealth Management budgeting, forecasting, and reforecast cycle, coordinating with divisional stakeholders and providing targets to Group Finance. You will also act as the primary finance partner to Wealth Management senior leaders, providing proactive insights, performance commentary, and decision support.

Why It Might Be a Fit

You will have a proven understanding of Wealth Management drivers, advanced financial modelling skills, and experience in business partnering with senior operational leaders. You will also have experience managing the end-to-end budgeting and forecasting cycle for a division or business unit.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business
• CPA or CA qualified
• At least 7 years’ experience in FP&A, management accounting, or finance business partnering
• Experience within a Wealth Management business
• Proven understanding of Wealth Management drivers
• Advanced financial modelling skills
• Experience business partnering with senior operational leaders
• Experience managing the end-to-end budgeting and forecasting cycle for a division or business unit

Tagged as: Financial Modeling, Forecasting