Investment Executive at Fifth Third Bank coaching and developing a team of licensed bankers. Engaging with clients to identify financial solutions and achieve sales goals.
About the role
- FP&A Manager driving financial insight and supporting budgeting cycles at a leading B2B financial services provider. Collaborating across teams and building financial models in a dynamic environment.
Responsibilities
- Manage the annual budgeting, long range plans and various forecasts that the business prepares on an ad hoc basis
- Prepare monthly management reporting packs, providing insightful analysis on financial performance, KPIs, and operational drivers.
- Help streamline and automate the company’s revenue reporting and forecasting
- Support revenue forecasting and pipeline modelling, working closely with our Sales and Marketing teams.
- Analyse business trends across customer behaviour, unit economics, and cost drivers to identify risks and opportunities.
- Assist the CFO in preparing Board presentations, investor reports, and performance dashboards.
- Develop and track key performance indicators (KPIs), ensuring consistent definitions and data accuracy across the organisation.
- Provide financial insight to support cost optimisation, pricing strategy, and margin improvement initiatives.
- Identify opportunities to streamline FP&A processes and enhance the efficiency of planning and reporting cycles.
Requirements
- 4 - 7 years of experience in FP&A, commercial finance, or financial modelling
- Professional qualification (ACA/ACCA/CIMA) or equivalent experience in financial analysis.
- Strong financial modelling skills with the ability to build, maintain, and models.
- Advanced Excel skills, including scenario modelling, data analysis, and complex formulas.
- Strong understanding of forecasting methodologies, budgeting cycles, and financial planning processes.
- Commercial mindset, with the ability to turn data into actionable insight.
- Experience partnering with senior stakeholders in a global, fast-paced environment.
- Exposure to global businesses, multi-entity structures, or fintech is desirable.
- Ability to work autonomously, manage deadlines, and prioritise effectively.
- Excellent communication skills, with the confidence to present insights clearly and concisely.
- Right to work in the jurisdiction in which you are applying.
Benefits
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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