Head of Financial Planning & Analysis
Fareham / hybrid working
We’re partnering with a leading wealth management firm experiencing exciting growth. As they expand their reach, they’re seeking a talented Head of Financial Planning & Analysis to join the team and play a key role in their continued success.
This is a fantastic opportunity for an individual to take on the development and oversight of the business Reporting & Analysis. This role will oversee the implementation and take ownership of a new reporting solution for monthly reporting, forecasting and budgeting.
Reporting to the CFO, we are looking for an academically strong, qualified, future CFO who is organised, enthusiastic, and knowledgeable. You’ll work in a fast-paced, collaborative and developing environment where you’ll be able to utilise your skills and expertise to support the groups growth.
Responsibilities:
You’ll manage three staff initially including two qualified accountant and oversee the effective delivery of:
Month end reporting packs including the group reporting pack to the shareholders.
Business partnering with department and division leads across the business to provide them with financial analysis and support.
Group revenue oversight including completeness of income.
Adviser remuneration involving complex calculations and analysis
Group budgeting and ongoing forecasting.
Implementation of a new financial reportin...