FP&A Analyst
About Attivo:
Attivo are Lifestyle Financial Planners.
We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role:
As a FP&A Analyst, you will report to the Head of FP&A and be responsible for providing robust analysis to feed into the forecasting, budgeting and 3-year plan processes. This will entail working with various areas of the business to ensure the financial information presented has integrity, with associated opportunities and risks clearly articulated.
About you:
You are a detail-oriented and analytical qualified or part-qualified accountant with at least five years' experience in finance, comfortable analysing large financial data-sets and establishing insights from analysis undertaken. Your excellent financial modelling and presentational skills will enable you to produce quality analysis to support business decision making. You are a self-starter who takes ownership in ensuring deliverables are met within agreed timelines.
Essential skills and experience
- Qualified or part-qualified accountant (ACA/ACCA/CIMA) with at least 5 years' finance experience.
- Financial modelling experience, including profit and loss, balance sheet and cashflow.
- Ability to simplify complex financial information succinctly for a broad range of stakeholders.
- Excellent communication skills - written and verbal.
- Highly organised, able to perform under pressure and at pace, while maintaining excellent attention to detail.
Desirable skills and experience
- Cashflow management and reporting.
- Financial services industry experience.
Desirable Skills and Experience
- Experience working in the financial services industry.
Key Responsibilities include:
- Creating complex financial models and forecasts.
- Providing financial insights and modelling to support strategic planning, budgeting, and forecasting that align with Attivo’s strategy, including scenario analysis.
- Working with key stakeholders, alongside analysing data trends to derive well-evidenced financial modelling assumptions.
- Ongoing benefits tracking of strategic programmes.
- Production of analysis to support investor and debt provider information requests.
- Cost management: review and identify efficiencies and opportunities for cost reductions across the business.
- Supporting cashflow management and reporting.
- Supporting acquisition due diligence and reporting.
- Analyse financial data and market trends for the sector.
- Support continuous improvement initiatives.
Salary and benefits
£50,000 - £60,000 (negotiable depending on experience and qualifications)
Attivo also offers:
· Non-contributory Pension Scheme (8%)
· Private Medical Insurance
· Cashplan
· Income Protection
· Critical Illness
· Death in Service
· Parking allowance
· Generous holiday allowance, rising with length of service
· Work from home and flexible working available
· Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Skills Required
- Qualified or part-qualified accountant (ACA/ACCA/CIMA)
- At least 5 years' finance experience
- Financial modelling experience
- Excellent communication skills
- Highly organised with attention to detail
What We Do
We’re Attivo, Chartered, independent Lifestyle Financial Planners. We’re here to simplify financial planning and help you protect and grow what matters most to you. We offer Chartered financial planning and advice to both corporate and private clients, with our highly qualified team completely focused on helping you achieve your life goals. Attivo is a privately-owned, independent company. We prefer it that way. It means we're free to do the right thing for our clients and our people. It means our advice is completely unbiased and your financial planner will only recommend what's best for you. We’re also one of only 800 UK firms to have been awarded Chartered status by our professional body, the Chartered Insurance Institute (CII), which means you can be confident that you’re getting the highest quality advice, support and service.
