Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Senior Finance Business Partner overseeing financial performance and strategy at Monzo. Engaging with leadership to drive profitable decision-making and support business growth.
Responsibilities
- Being the single point of contact between the business and finance
- Taking end to end ownership of the P&L, balance sheet, funding and capital for that business area, working with all parts of the Finance Collective to be the single face of finance to the business
- Building trusted relationships with the business leadership team. Showing genuine curiosity about products, marketing, and operations and engaging with growth levers and profitability drivers
- Driving and optimising commercial performance through deep engagement in product / customer strategy, pricing, scenario analysis and performance analytical insights
- Holding the business leadership to account for delivery of forecast performance and helping them to course correct as well as anticipate future risks and opportunities
- Leading on the preparation of bottom-up forecasts, both short and long range, working closely with the FP&A team to support the planning and stress testing cycle
- Working with Treasury to inform customer behavioural analysis and with Financial Control on specific accounting judgement determination
- Being responsible for product level pricing model framework and ensuring pricing is in line with finance performance hurdles
- Understanding and explaining actual performance to support FP&A and Investor Relations to create appropriate narrative
- Contributing to the overall Monzo equity story
- Supporting the build of a highly competent and motivated team of financial analysts with clear objectives for ongoing development to partner with existing and new businesses
- Leading business partnering for your specific area and help to represent the company’s commercial dynamics to the wider team
Requirements
- Have demonstrable experience in financial business partnering
- Are qualified with a relevant professional qualification
- Hold strong financial modelling (advanced Excel/Google Sheets) experience
- Have great analytical & problem solving skills, with the ability to identify trends, issues and recommend actions
- Hold good communication, interpersonal & influencing skills, ability to engage across various internal functions to develop, prioritise, get buy-in and deliver outcomes across teams
- Have the ability to confidently present data in a meaningful and effective way; understanding the needs of the end users and tailoring presentations to their requirements
- Have experience building strong, trusted relationships with stakeholders at all levels
- Have experience building business cases, presenting and debating investment choices
- Demonstrate ability to be hands-on and enjoy supporting colleagues, projects or tasks both big or small
- Have strong attention to detail and organisational skills, able to support with developing new processes and streamlining existing processes to create efficiencies
- Can demonstrate SQL, data analysis experience and experience using forecasting tools.
Benefits
- £1,000 learning budget each year to use on books, training courses and conferences.
- We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup.
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