Join Mattioli Woods as an FP&A Analyst during an exciting period of private equity (PE)-backed growth. This isn't a purely reporting role – we're looking for someone commercially curious who wants to understand how the business really works and use insight to influence better decisions.
Reporting to the FP&A Manager, you'll be encouraged to challenge, ask "why", and work closely with stakeholders to understand performance and support value creation. This is a collaborative, supportive environment where development and continuous improvement are actively encouraged.
What you'll do:
Commercial insight and analysis
produce decision-focused analysis that explains what's happening, why, and what to do next
support budgeting and forecasting, analysing revenue, costs, and profitability drivers
build and maintain financial models to evaluate different options and their impact
Business partnering
build strong relationships with stakeholders, becoming their trusted finance contact
translate financial information into simple, meaningful insight for non-finance colleagues
support performance discussions with evidence-based challenge and constructive input
Performance reporting and improvement
prepare management reporting, and support monthly packs and selected Board reporting
develop and track KPIs and dashboards that matter to the business
contribute ideas to improve reporting, forecasting, and automation
What we’re looking for:
Essential
part-qualified or newly-qualified accountant (ACA, ACCA, CIMA) or equivalent relevant experience
experience producing management information and variance analysis
strong Excel skills with good foundation in financial modelling
commercial mindset – interested in the story behind the numbers, not just the numbers
clear communicator who can explain financial insight in a practical way
proactive, curious, and comfortable in fast-moving environments
Desirable
PE-backed business or fast-growth environment experience
financial services or wealth management exposure
BI tools or ERP systems (Power BI, Microsoft Dynamics, SAP, Oracle)
awareness of consolidation processes and Group reporting structures
Perks and benefits
💰 competitive salary (depending on experience)
⏰ 34.5-hour working week
🏥 health cash plan (Core Level 1)
💼 5% employer/5% employee pension
💖 4x salary life assurance and group income protection
🎉 25 days’ holiday plus statutory (increasing with service)
🏠 hybrid working – a blend of home and office time in Leicester
🌱 training and development opportunities
🤝 a supportive, collaborative team environment
Why join us?
This role offers genuine development opportunity in a PE-backed wealth management business. You'll work closely with senior leadership, contribute to strategic decisions, and build your FP&A career in a supportive team that values curiosity, continuous learning, and ‘better ways’ over ‘we've always done it this way’.
If you're commercially minded, enjoy problem-solving, and want a role where your insight genuinely matters, we'd love to hear from you.
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
