Teams at VBP

Supports client and adviser transitions by preparing transition materials, reviewing and uploading analysis reports, tracking migration progress, maintaining data accuracy, producing reports, and escalating administration queries. The role partners with Transition Managers and business development stakeholders to ensure seamless transitions, manage multiple projects, establish goals, and support client education within the financial planning sector.

Prepares monthly management accounts, budgets, forecasts, financial statements, variance analyses, KPI reports, and financial models. Supports month-end close, audits, regulatory reporting, strategic planning, and performance improvement initiatives while ensuring accounting standards, confidentiality, and internal policies are maintained.

Analyzes Finance business processes, gathers requirements, maps workflows, identifies risks and inefficiencies, and recommends improvements or automation. The role supports solution design, system configuration, UAT, defect resolution, project delivery, go-live readiness, training, change management, and stakeholder communications across Agile, Waterfall, or hybrid environments.