Twenty AI are supporting a global Private Equity-backed financial services firm, who are in the midst of large-scale growth and transformation. They are a global solutions provider who support businesses in asset management and the financial services industries. They have strong expertise in fund management, providing customised solutions to meet the ever-changing needs of institutional investors and asset managers.
Summary
Reporting to the Head of Revenue, The Group Financial Planning & Analysis (FP&A) – Product Business Partner will play a critical role in delivering financial insights and supporting business decisions across product lines, this individual will provide expert financial analysis, drive budgeting and forecasting processes, and collaborate with cross-functional teams to enhance product profitability and business performance.
The ideal candidate will have a background in Transaction Advisory Services.
Key Responsibilities
Financial Analysis
* Perform monthly revenue analysis across products at both group and country levels, providing KPIs and trend insights.
* Analyze business development metrics to inform future performance expectations.
* Review product profitability and cost allocation across departments and regions.
* Develop and deliver product-specific performance reports using financial planning tools.
* Contribute to monthly reporting through detailed revenue and profitability commentaries.
Financial Reporting
* Ensure timely and accurate financial reporting in line with group policy.
* Manage and maintain financial planning tools and reporting dashboards for assigned product categories.
* Partner with regional leaders to create insightful revenue and profitability reports.
* Support preparation of comprehensive monthly reporting packs for leadership review.
Budgeting & Forecasting
* Lead the annual budgeting process for assigned products, collaborating with finance and business stakeholders.
* Oversee revenue and cost of sales forecasting, providing detailed commentary for senior leadership presentations.
* Coordinate quarterly forecasting updates, integrating input from regional business partners and finance teams.
Business Partnering & Collaboration
* Contribute financial expertise to strategic initiatives and cross-functional projects.
* Collaborate with regional finance teams to support consistent and accurate reporting practices.
* Work closely with product and country leadership to provide financial guidance and drive business performance.
* Participate in finance transformation initiatives and process improvements across the organization.
Candidate Requirements
* 3+ years post-qualification experience in a senior finance or FP&A role.
* A background in Transaction Advisory Services is necessary.
* Proven experience in strategic financial analysis and business partnering.
* Strong communication skills and the ability to present complex financial data effectively.
* Proficiency in Microsoft Office and financial systems; familiarity with tools such as Adaptive Planning, Sage Intacct, and Salesforce is a plus.
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