Summary and Overview
* Finance Planning and Analysis Manager
* London (or within commuting distance)
* Permanent
* Full time
* Competitive Salary & Benefits
The FP&A and Treasury team is made up of 5 people and is a critical function for both the Finance organisation as well as the business.
You'll have a broad range of responsibilities and will lead the production of external Board and lender reporting, budgeting and planning process. You will be key to providing insight into financial performance and recommending actions that will enable Equiom to hit their financial targets. If successful, you will report to the Head of FP&A and Treasury and will develop and manage relationships with the CEO, ExCo as well as key stakeholders within the Group including Board members, shareholders and senior lenders.
Equiom is expected to come under new ownership in the medium-term with our current investors exiting and Equiom identifying a new investor to support the next business cycle. You will be a key member of the team responsible for both preparing the business for sale, supporting the sale process (including leading the Financial Due Diligence process) and the re-financing of the Group’s existing debt facility.
Your New Role
This list of duties is not exhaustive and may change from time to time according to business needs:
* Deliver Group-wide monthly financial reporting, preparing CFO and Banking packs
* Lead the annual Budgeting process and prepare forecasts. Set financial targets as well as working with the business to agree plans to deliver to target
* Provide the business with data-driven insight to enable efficient decision making and identify value-creating opportunities
* Prepare the business for sale and support the equity sale process (timing TBC)
* Coach, develop and strengthen the FP&A and broader Finance team
What will you need to succeed in this role?
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
* A number of years' post-qualified experience having worked in FP&A roles in industry, preferably in a private equity backed or blue-chip company
* Accounting qualification
* Experience in leading budgeting and planning cycles
* Experience preparing financial reporting, performing variance analysis
* Stakeholder management and ability to influence decision makers and lead conversations to ensure optimal financial outcomes for Equiom
* Strong organisational skills and ability to prioritise in a fast-paced environment
* Understanding of finance systems and managing data, knowledge of how to use Power BI for reporting and data analytics a plus
Personal attributes which would be seen in the ideal applicant include:
* Ability to drive results, having a track record of high performance and examples of delivering improvements to controls and financial processes
* Excellent communication skills; ability to deliver key messages and drive action to improve results
* Exhibiting a growth mindset; having an inquisitive mind, desire to learn and take on stretch goals
* Self-motivated with an ability to organise and work independently
Equiom Group
For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients and funds to navigate the twists and turns to achieve their ambitions.
We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.
We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.
What should you do now?
If you are interested in this role, please apply now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.
Equal Opportunities
Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.
#J-18808-Ljbffr