Senior Finance Analyst - Asset Management

RLAM is one of the UK's leading fund management companies, managing investment, pension fund and other assets on behalf of a wide range of clients. Based in the City of London, our experienced team of investment specialists manage over £111 billion of assets, investing across all major asset classes. We offer a range of pooled investment products as well as providing bespoke solutions to meet specific objectives.

Job description

We have an exciting opportunity for a Senior Financial Analyst to join the FP&A team within our head office in London.

The FP&A team produces and communicates analysis, management information, planning and forecasting for the RLAM business and Royal London Group.

Purpose of role:

• To contribute to the Financial Planning and Analysis ("FP&A") team
• To provide well-considered analysis and MI that contributes to the understanding of the financials and profitability of the business for use by RLAM senior management
• To drive change and improvement, to add value and to think proactively to pre-empt questions and user requirements.

Management Information

• Prepare the monthly P&L and supporting commentary to be used for presentation to the FD
• Own detailed analysis of elements of the IFRS P&L, clearly articulating the drivers behind variances against plan, prior periods and forecast to facilitate a better understanding
• Improve the provision of monthly management information to the RLAM board and Royal London group, leveraging the new Hyperion/Essbase system capabilities
• Own monthly headcount reporting and analysis, liaising with HR and the Business Partner

Planning & Forecasting

• Working with other members of the FP&A team, produce the annual 5-year business plan, under both IFRS and EEV reporting standards
• Leverage Hyperion Planning for the annual plan and regular forecasting
• Develop planning and forecasting processes in line with 'best in class' Finance functions
• Contribute to the production of supporting analysis and robust output files for on-going variance analysis.

Assets & Flows

• Own monthly assets and flows from the data through to the calculation of the revenue impacts and ExCo commentary
• Convert base data into usable reports and trends with a solid understanding of underlying movements

Profitability Reporting

• Working with the Finance Manager, contribute to the development of sustainable and repeatable profitability modelling, to include fund, client and desk analysis
• Provide insightful analysis to the business in order to support decision making, presenting results and key assumptions clearly

Skills, Qualifications & Experience:

• Qualified accountant (ACA, CIMA or ACCA)
• Experience of working in MI, business partnering or management accounting functions, ideally within asset management
• Advanced Excel modelling skills