FP&A Analyst

TL;DR

FP&A Analyst (Financial Planning & Analysis): Deliver monthly management information and quarterly business performance review packs, build and maintain financial models, and support business planning and forecasting for the Affluent segment with an accent on insightful analysis, performance challenge, and timely reporting to senior finance and business stakeholders. Focus on preparing internal and external reporting inputs (including trading updates and announcements) and streamlining plan/forecast processes and systems.

Location: London/Southampton

Company

hirify.global is a UK wealth manager providing financial advice, investments, and wealth management services.

What you will do

• Prepare monthly management information and quarterly business performance review packs for management committees, Excos, and boards, including sales/flows reporting, profit and KPIs, and commentary for discussion with the Affluent FP&A Manager.
• Analyze and challenge financial and operational results to generate insight into business performance and recommend improvements.
• Maintain financial models used for reporting and forecasting of financial performance.
• Produce Affluent business plan financials and forecast packs using inputs from the Business Partnering team, ensuring numbers are correctly uploaded into financial systems for tracking against plan.
• Provide data and analysis for group quarterly trading updates and interim/year-end announcements, including disclosures related to net flows and AuMA.
• Support ad hoc project work and deliverables as required, collaborating closely with finance business partners and related finance teams.

Requirements

• Good understanding of financial planning and analysis principles, with experience delivering insightful management information.
• Strong analytical skills to interpret financial data and communicate clearly to both finance and non-finance stakeholders.
• Proficiency in financial modelling and forecasting, with attention to detail and a proactive approach to identifying trends, risks, and opportunities.
• Comfort working with large datasets and financial systems, with a continuous improvement mindset for reporting processes and tools.
• Ideally part-qualified or qualified accountant (e.g., CIMA, ACCA, ACA) or equivalent experience in a financial analysis role.

Culture & Benefits

• Fixed term contract for 6 months, full-time.
• Holiday allowance: 182 hours (26 days).
• hirify.global Incentive Scheme available to all employees.
• Non-contributory company pension scheme that can be boosted with personal contributions.
• Flexible benefits for UK employees via salary deduction; Healthcare Cash Plan applies to Jersey employees only.

Hiring process

• Interviews and discussions focused on financial planning/analysis experience and stakeholder communication.
• Assessment of modelling, forecasting, and reporting capabilities through role-relevant evaluation.