FP&A Associate

We are currently partnered with a leading infrastructure & renewables investment management business with over £10Bn AUM. The business has seen strong growth over the last few years, with a large emphasis on responsible investing and long-term value creation, the business offers a collaborative and forward-thinking environment.

Due to this growth, they are in the market for an FP&A Associate. You would be responsible for supporting senior stakeholders through providing high-quality financial information/analysis. The role will involve producing group-level management information, segmental reporting/analysis across business units and funds. You would also contribute to group forecasting, reforecasting and ad-hoc commercial analysis, working closely with stakeholders across the wider business.

This opportunity is well suited to a newly or recently qualified accountant who enjoys providing commercial insight and partnering with teams outside of core finance. The team culture is open, inclusive and proactive, encouraging new ideas and continuous improvement. The role offers strong exposure to senior management, broad group visibility and an excellent platform for professional development within a growing and purpose-driven organisation.

Key responsibilities 

• Prepare monthly and quarterly segmental reporting across Business Units (BUs), Funds, and Cost Centres.
• Monitor and analyse financial performance and operational results for each segment to ensure regular and accurate tracking.
• Maintain ongoing, up-to-date statistical data to ensure accuracy for reporting and analysis needs.
• Provide relevant plan and historic analysis to the relevant functions across the business to facilitate preparation of their respective board packs
• Support the FP&A Manager in the collation of Group AUM/FUM data
• Assist with scenario modelling and ad hoc analysis of the group forecast

Candidate Requirements

• ACCA/ACA qualified or equivalent
• Strong analytical and organizational skills, with attention to detail.
• Proficiency in financial reporting and data analysis.
• Experience in preparing management information and regulatory reports is preferred
• Experience with complex structures or auditing investment management firms is preferred