Senior Financial Analyst

The Financial Analyst role is a key role within the Finance team which provides a range of services to the business. You will be responsible for and provide expertise in the following areas:

• Support the annual budgeting process for the North American business.

• Support the monthly forecasting process for North American entities.

• Assist with improving forecast accuracy and analytics capabilities.

• Assist with client profitability analysis.

• Prepare high quality and timely performance reporting for the regional Senior Leadership Team.

• Liaising with the finance reporting team to ensure reporting accuracy

• Obtain specialist knowledge of the sales and product function

• Support sales/commission analysis

• Other projects on an ad-hoc basis

• Collaborate effectively with stakeholders globally across US/UK/Europe/NZ

Specific Role Responsibilities

Responsibilities of the role will include:

• Support the annual budgets to ensure completeness and accuracy.

• Communicate with Group to update ongoing forecasts.

• Prepare regional reporting to Senior Leadership Team and BoD.

• Support SQL Query development to assist forecasting, billing and reporting

• Support a robust financial modelling with Python

• Assist with integrating platform database with accounting system

• Identifying and driving forward ideas to continuously improve FNZs revenue opportunities, cost reductions and overall profitability

Experience Required

• CPA/CA preferred (but not required)

• 2-3 years’ experience

• Knowledge of financial services

• Intermediate to advanced MS Excel skills

• Intermediate to advance proficiency in analytical tools and languages (SQL, Python, Power BI, DataBricks).

• Independent, self-directing and delivery focused working style;

• Strong analytical skills with a high attention to detail

• Ability to manage competing deadlines, problem solve and analyse effectively

• Excellent organisational, administration and time management skills

• Good team communication skills, confident in dealing with internal and external clients

• Organizational management is key

• Ability to work under pressure as part of an effective team

What FNZ offers:

• A competitive base salary, bonus, and paid time off.

• FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution. 

• Employer-paid medical, dental and vision insurance, and more. 

• We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people.

• Market leading technology - Build, create and evolve innovative solutions for the world’s most trusted brands using the latest technologies to help change the face of investing for the future

• Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation.

• Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

• We provide global career opportunities for our best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand

About FNZ Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world. At FNZ we know that great impact is only possible with great teamwork.

That’s why we value the strength and diversity of thought in our global team.

The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide.

Customer obsessed for the long-term Think big and make an impact Act now and own it all the way Challenge, commit and win together. Read more about The FNZ Way and our values: www.fnz.com/culture

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.