Senior Financial Analyst - Financial Planning & Analysis
EC2N 2HT London, London
£70000 Annually
WhatJobs
Posted 10 days ago
Job Viewed
Job Description
Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their finance team. This role will be primarily remote, offering flexibility while working within a dynamic financial environment. You will play a crucial role in financial planning, forecasting, and analysis, providing key insights to support strategic decision-making for operations in London, England, UK . This position requires a strong understanding of financial modeling and reporting, with the ability to communicate complex financial information clearly.
Responsibilities:
Responsibilities:
- Lead the development of annual budgets and multi-year financial forecasts.
- Conduct in-depth variance analysis, identifying key drivers and providing commentary on financial performance.
- Develop and maintain complex financial models to support strategic initiatives, M&A activities, and investment decisions.
- Prepare regular financial reports and presentations for senior management and stakeholders.
- Partner with various departments to gather financial data and provide analytical support.
- Identify opportunities for cost savings and revenue enhancement.
- Monitor key financial metrics and KPIs, highlighting trends and risks.
- Assist in the preparation of board materials and investor relations communications.
- Support the implementation and optimization of financial systems and processes.
- Provide financial guidance and support to business unit leaders.
- Stay current with accounting standards and financial regulations.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or MBA is a plus.
- Professional qualification such as ACCA, CIMA, or CFA is highly desirable.
- Minimum of 5-7 years of experience in financial analysis, FP&A, or a related field.
- Proven expertise in financial modeling, forecasting, and budgeting.
- Strong understanding of accounting principles and financial reporting standards.
- Excellent analytical and problem-solving skills with a high degree of accuracy.
- Proficiency in Excel, PowerPoint, and financial planning software (e.g., Hyperion, SAP BPC).
- Strong communication and presentation skills, with the ability to articulate financial concepts to non-finance professionals.
- Ability to work independently and manage multiple priorities in a remote setting.
- Experience working in a fast-paced corporate environment.
- Proactive and detail-oriented approach to financial analysis.
This advertiser has chosen not to accept applicants from your region.
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Head of Financial Planning & Analysis (FP&A)
EC4N 4SJ London, London
£110000 Annually
WhatJobs
Posted 22 days ago
Job Viewed
Job Description
Our client, a rapidly expanding FinTech company, is seeking an accomplished Head of Financial Planning & Analysis (FP&A) to lead their strategic financial operations. This is a critical, fully remote leadership role requiring extensive experience in financial modeling, forecasting, budgeting, and strategic business partnering. You will be instrumental in providing actionable financial insights to drive business growth and profitability. The ideal candidate is a strategic thinker with exceptional analytical capabilities and a proven ability to influence senior stakeholders.
Key Responsibilities:
Qualifications:
This is a significant opportunity to shape the financial strategy of a leading FinTech innovator. If you are a results-driven finance leader with a passion for driving business success, we encourage you to apply.
Key Responsibilities:
- Oversee and direct all FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.
- Develop sophisticated financial models to support strategic decision-making, investment analysis, and scenario planning.
- Partner closely with business leaders across departments to understand key drivers and provide financial guidance.
- Lead the annual budgeting process and establish rolling forecast processes.
- Analyze financial performance against budget and forecast, identifying key variances and recommending corrective actions.
- Prepare financial presentations for the executive leadership team, board of directors, and investors.
- Drive continuous improvement in financial processes and systems, leveraging technology to enhance efficiency and accuracy.
- Develop and track key performance indicators (KPIs) to measure business performance and identify trends.
- Manage and mentor a team of finance professionals, fostering a high-performance culture.
- Ensure compliance with financial regulations and reporting standards.
- Evaluate potential M&A opportunities and provide financial due diligence support.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; MBA or equivalent preferred.
- 10+ years of progressive experience in FP&A, corporate finance, or a related finance leadership role, preferably within a high-growth environment.
- Proven expertise in financial modeling, forecasting techniques, and business partnering.
- Strong understanding of accounting principles and financial reporting.
- Exceptional analytical, strategic thinking, and problem-solving skills.
- Excellent leadership, communication, and presentation abilities.
- Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, SAP BPC) and BI tools.
- Ability to thrive in a fast-paced, dynamic, and remote work environment.
- Demonstrated ability to build strong relationships and influence stakeholders at all levels.
This is a significant opportunity to shape the financial strategy of a leading FinTech innovator. If you are a results-driven finance leader with a passion for driving business success, we encourage you to apply.
This advertiser has chosen not to accept applicants from your region.
1
Investment Banking Associate
London, London
Citigroup
Posted 6 days ago
Job Viewed
Job Description
The role of an Associate in Citi's UK Investment Banking team is to assist senior bankers with origination and execution efforts in the UK across Citi's product set, with a particular focus on M&A.
**The UK Investment Banking Team:**
+ Responsible for providing UK advisory expertise to Citi's UK and global clients
+ Originates and executes strategic transactions across all sectors, advising a broad range of corporate and financial sponsor clients
+ Advises upon the full spectrum of corporate finance transactions, including buy-side and sell-side M&A, capital raisings, takeover defence and other strategic advice
**Role Responsibilities:**
+ Evaluate public filings, research reports and company business plans to produce company valuation and combination models and financial analysis
+ Work collaboratively with product and sector teams, to execute upon Citi's M&A and capital raising mandates in the UK
+ Assist in the preparation of bespoke client presentations
+ Develop an in-depth understanding of the key dynamics and regulatory frameworks in the UK market
**Qualifications:**
+ Proficiency in financial modelling and valuation
+ Strong quantitative and qualitative analytical skills
+ Clear and concise written and verbal communication skills
+ Strong team player
+ Bachelor's degree/University degree or equivalent experience
"Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
+ Honesty, integrity and reputation
+ Financial soundness
+ Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**The UK Investment Banking Team:**
+ Responsible for providing UK advisory expertise to Citi's UK and global clients
+ Originates and executes strategic transactions across all sectors, advising a broad range of corporate and financial sponsor clients
+ Advises upon the full spectrum of corporate finance transactions, including buy-side and sell-side M&A, capital raisings, takeover defence and other strategic advice
**Role Responsibilities:**
+ Evaluate public filings, research reports and company business plans to produce company valuation and combination models and financial analysis
+ Work collaboratively with product and sector teams, to execute upon Citi's M&A and capital raising mandates in the UK
+ Assist in the preparation of bespoke client presentations
+ Develop an in-depth understanding of the key dynamics and regulatory frameworks in the UK market
**Qualifications:**
+ Proficiency in financial modelling and valuation
+ Strong quantitative and qualitative analytical skills
+ Clear and concise written and verbal communication skills
+ Strong team player
+ Bachelor's degree/University degree or equivalent experience
"Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
+ Honesty, integrity and reputation
+ Financial soundness
+ Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.
2
Investment Banking Associate
EC2N 1HQ London, London
£80000 annum plus
WhatJobs
Posted 2 days ago
Job Viewed
Job Description
Our client, a globally recognized investment bank, is seeking an ambitious and talented Investment Banking Associate to join their prestigious team in the heart of London, England, UK . This role is critical for supporting deal execution and client advisory services in a highly dynamic and demanding environment.
Key Responsibilities:
Key Responsibilities:
- Assist in the origination and execution of mergers and acquisitions, debt and equity financings, and other strategic transactions.
- Develop complex financial models, valuation analyses (DCF, LBO, precedent transactions, comparable companies), and industry research.
- Prepare client-ready presentations, pitch books, and marketing materials.
- Conduct due diligence, including financial, operational, and legal aspects of transactions.
- Analyze market conditions, industry trends, and company performance to identify opportunities and risks.
- Manage transaction processes, coordinating with clients, legal counsel, and other advisors.
- Build and maintain relationships with clients, investors, and other stakeholders.
- Mentor and guide junior analysts, ensuring the development of high-quality work products.
- Stay informed about capital markets, regulatory changes, and macroeconomic factors affecting clients.
- Ensure strict adherence to all compliance and regulatory requirements.
- Proven experience (3-5 years) in investment banking, M&A, corporate finance, or a related field.
- Strong financial modeling, valuation, and analytical skills.
- In-depth understanding of capital markets, transaction structures, and financial statement analysis.
- Exceptional proficiency in Microsoft Excel and PowerPoint.
- Excellent written and verbal communication skills, with the ability to articulate complex ideas concisely.
- Strong project management and organizational skills, with the ability to manage multiple assignments under pressure.
- High level of attention to detail and commitment to producing high-quality work.
- Bachelor's degree in Finance, Economics, Accounting, or a related discipline from a top-tier university. An MBA or CFA is advantageous.
- Team-oriented with a strong work ethic and the ability to thrive in a fast-paced, demanding culture.
- Must be eligible to work in the UK and committed to working from the London office.
This advertiser has chosen not to accept applicants from your region.
3
Investment Banking Analyst
EC2N 1HB London, London
£55000 Annually
WhatJobs
Posted 2 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is looking for a bright and ambitious Investment Banking Analyst to join their thriving team in London, England, UK . This demanding role requires a strong analytical mindset, exceptional quantitative skills, and a keen understanding of financial markets. You will be integral to executing complex M&A transactions, capital markets offerings, and advisory mandates for a global client base. Responsibilities include conducting in-depth financial analysis, building sophisticated financial models, preparing compelling client presentations and pitch books, and performing due diligence on potential transactions. You will work closely with senior bankers, clients, and other advisors, managing multiple projects simultaneously in a fast-paced, deadline-driven environment. The successful candidate will possess outstanding research capabilities, the ability to synthesize complex information, and excellent communication skills, both written and verbal. A strong work ethic, high level of attention to detail, and a proven ability to perform under pressure are essential. This hybrid role offers a blend of in-office collaboration and remote work flexibility, providing an opportunity to engage with leading financial professionals while maintaining a degree of work-life balance. A relevant degree in finance, economics, or a related field, coupled with prior experience in investment banking, corporate finance, or a closely related field, is highly desirable. The role offers unparalleled opportunities for professional development and exposure to high-profile deals.
This advertiser has chosen not to accept applicants from your region.
4
Investment Banking Analyst
EC2N 1DS London, London
£60000 annum + bon
WhatJobs
Posted 5 days ago
Job Viewed
Job Description
Our client, a prestigious global investment bank, is seeking a highly motivated and analytical Investment Banking Analyst to join their dynamic team in **London, England, UK**. This challenging role offers a unique opportunity to gain in-depth experience in mergers and acquisitions (M&A), corporate finance, and capital markets. You will be an integral part of deal teams, providing critical support throughout the transaction lifecycle. Responsibilities include conducting in-depth financial analysis, building complex financial models, preparing client presentations and pitch books, and performing due diligence. You will research industry trends, identify potential investment opportunities, and assist in the execution of transactions. The ideal candidate will possess a strong academic background in Finance, Economics, or a related quantitative field, ideally from a top-tier university. Excellent analytical, quantitative, and problem-solving skills are essential, along with a keen eye for detail. Proficiency in Excel, PowerPoint, and financial modeling techniques is required. Prior internship experience in investment banking, corporate finance, or a related field is highly desirable. You must be able to thrive in a fast-paced, demanding environment and work effectively under pressure to meet tight deadlines. This is an on-site position requiring significant commitment and a dedication to excellence.
Key Responsibilities:
Key Responsibilities:
- Develop and maintain complex financial models for valuation and transaction analysis.
- Prepare comprehensive presentations, pitch books, and marketing materials.
- Conduct thorough due diligence for M&A and financing transactions.
- Perform industry research and identify strategic opportunities for clients.
- Support deal execution from origination to closing.
- Assist senior bankers in client meetings and relationship management.
- Analyze financial statements and market data.
- Work collaboratively within deal teams to achieve transaction objectives.
- Ensure accuracy and quality of all deliverables.
- Stay informed about market trends and regulatory changes.
- Bachelor's degree in Finance, Economics, or a related quantitative field from a top-tier university.
- 1-3 years of relevant experience, including internships in investment banking, M&A, or corporate finance.
- Exceptional financial modeling, valuation, and analytical skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong understanding of accounting principles and financial statements.
- Excellent written and verbal communication skills.
- High attention to detail and ability to manage multiple tasks simultaneously.
- Ability to work effectively under pressure and meet demanding deadlines.
- Strong work ethic and a team-oriented attitude.
- Enthusiasm for financial markets and transaction advisory.
This advertiser has chosen not to accept applicants from your region.
5
Investment Banking Analyst
EC2N 2DN London, London
£60000 annum (plus
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a prestigious global investment bank with a significant presence in **London, England, UK**, is seeking an ambitious and highly analytical Investment Banking Analyst to join their Mergers & Acquisitions (M&A) team. This role offers an unparalleled opportunity to gain exposure to high-profile transactions, develop sophisticated financial modeling skills, and work within a fast-paced, intellectually stimulating environment. You will play a vital role in advising corporate clients on strategic transactions.
Responsibilities:
Responsibilities:
- Assist in the execution of M&A transactions, including sell-side and buy-side mandates.
- Develop complex financial models for valuation, forecasting, and scenario analysis.
- Prepare comprehensive client presentation materials, including pitch books, information memorandums, and management presentations.
- Conduct thorough industry research, market analysis, and due diligence for potential transactions.
- Support senior bankers in client interaction, deal negotiation, and transaction closing processes.
- Analyze financial statements and other company data to assess financial performance and strategic fit.
- Coordinate with internal teams and external advisors (legal, accounting) throughout the transaction lifecycle.
- Build and maintain strong relationships with clients and other stakeholders.
- Stay abreast of global market trends, economic conditions, and regulatory changes affecting the M&A landscape.
- Contribute to the origination of new business opportunities.
- Manage multiple projects simultaneously and deliver high-quality work under tight deadlines.
- Ensure compliance with all firm policies, ethical standards, and regulatory requirements.
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field from a top-tier university.
- 1-3 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
- Exceptional financial modeling, valuation, and analytical skills.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Strong understanding of accounting principles and financial statement analysis.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- High level of attention to detail and accuracy.
- Ability to work effectively under pressure and manage multiple priorities in a demanding environment.
- Team-oriented mindset with strong interpersonal skills.
- A proactive approach and a strong work ethic.
- Familiarity with M&A processes and deal execution is highly desirable.
- Authorization to work in the UK is required.
This advertiser has chosen not to accept applicants from your region.
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6
Investment Banking Analyst
EC2N 4AY London, London
£55000 annum + bon
WhatJobs
Posted 9 days ago
Job Viewed
Job Description
Our client, a prestigious global financial institution, is actively seeking a bright and ambitious Investment Banking Analyst to join their highly regarded team in London, England, UK . This is an exceptional opportunity to gain hands-on experience in a fast-paced, intellectually stimulating environment, contributing to high-profile transactions and client advisory services. You will be involved in all phases of the deal lifecycle, including financial modelling, valuation analysis, due diligence, and the preparation of marketing materials for mergers and acquisitions, capital markets, and corporate finance transactions. The role demands a rigorous analytical skillset, meticulous attention to detail, and the ability to work effectively under pressure to meet tight deadlines. You will conduct in-depth industry research, analyse complex financial data, and contribute to the development of strategic recommendations for our clients. Collaboration is key, and you will work closely with senior bankers, clients, and other advisors to achieve successful outcomes. This position offers unparalleled exposure to the intricacies of corporate finance and a clear pathway for career progression within the firm. The successful candidate will possess a strong academic background, exceptional quantitative abilities, and a genuine passion for financial markets. We are looking for individuals who are eager to learn, proactive in their approach, and committed to delivering the highest quality work. This role is based in our central London office and requires your full-time presence to facilitate seamless team integration and client interaction.
Key Responsibilities:
Key Responsibilities:
- Develop and maintain complex financial models for valuation, LBOs, M&A, and other corporate finance activities.
- Conduct thorough industry and company-specific research to support transaction analysis.
- Prepare client presentations, pitch books, and other transaction-related materials.
- Assist in the execution of M&A, debt, and equity financing transactions.
- Perform due diligence and manage data room processes.
- Analyse financial statements and market data to identify trends and opportunities.
- Support senior bankers in client relationship management and business development efforts.
- Bachelor's degree in Finance, Economics, or a related quantitative field.
- 1-3 years of relevant experience in investment banking, corporate finance, or a related field.
- Advanced proficiency in financial modelling and valuation techniques.
- Strong understanding of accounting principles and financial statement analysis.
- Excellent analytical, problem-solving, and quantitative skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Ability to work long hours and under pressure to meet transaction deadlines.
- Strong communication and interpersonal skills.
This advertiser has chosen not to accept applicants from your region.
7
Investment Banking Analyst
EC2N 1HQ London, London
£75000 annum (plus
WhatJobs
Posted 15 days ago
Job Viewed
Job Description
Our client, a prestigious global financial institution, is seeking a highly motivated and analytically adept Investment Banking Analyst to join their dynamic team in the heart of London, England, UK . This is an exceptional opportunity for an ambitious individual to gain exposure to a wide range of complex financial transactions, including mergers and acquisitions, capital raising, and corporate advisory services. The successful candidate will play a critical role in supporting senior bankers by conducting in-depth financial analysis, developing valuation models, preparing client presentations, and performing due diligence. You will be involved in all stages of the transaction process, from initial client pitching to deal execution. The ideal candidate possesses a strong academic background in finance, economics, or a related field, coupled with outstanding quantitative, problem-solving, and communication skills. A solid understanding of financial markets, accounting principles, and corporate finance is essential. This role demands an individual who thrives in a fast-paced, high-pressure environment, demonstrates impeccable attention to detail, and can manage multiple priorities simultaneously. You will be expected to work long hours and contribute actively to deal teams, demonstrating initiative and a strong work ethic. The ability to build rapport with clients and colleagues, and to present complex information clearly and concisely, is paramount. This position offers unparalleled opportunities for professional growth, learning from industry-leading professionals, and advancing within a highly competitive field. We are looking for individuals who are passionate about finance and possess a keen intellectual curiosity.
Responsibilities:
Qualifications:
Responsibilities:
- Conduct detailed financial modelling, valuation, and market analysis.
- Prepare pitch books, presentations, and other client-facing materials.
- Assist in the execution of M&A, capital raising, and advisory transactions.
- Perform due diligence and company research.
- Support senior bankers in client relationship management.
- Monitor industry trends and market developments.
- Collaborate effectively with deal teams and other departments.
- Ensure accuracy and quality of all analytical output.
- Contribute to business development efforts.
- Manage multiple tasks and projects under tight deadlines.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field with a strong academic record.
- Previous internship experience in investment banking, corporate finance, or private equity is highly preferred.
- Advanced proficiency in financial modelling, valuation techniques, and Excel.
- Excellent understanding of accounting principles and corporate finance theory.
- Strong quantitative, analytical, and problem-solving skills.
- Exceptional written and verbal communication skills.
- Ability to work under pressure and meet tight deadlines.
- High level of attention to detail and accuracy.
- Proficiency in PowerPoint.
- A strong desire to learn and a proactive attitude.
This advertiser has chosen not to accept applicants from your region.
8
Investment Banking Associate
EC2N 4AB London, London
£80000 annum (plus
WhatJobs
Posted 18 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution in London, England, UK , is seeking a highly motivated and analytical Investment Banking Associate to join their M&A team. This role is central to advising corporate clients on mergers, acquisitions, divestitures, and other strategic transactions. You will play a key role in deal execution, from initial client engagement through to successful closing. Responsibilities include conducting detailed financial analysis, building sophisticated valuation models (DCF, LBO, precedent transactions), preparing pitch books and client presentations, and managing the due diligence process. You will be expected to perform market research, identify potential targets and buyers, and coordinate with various stakeholders, including legal counsel, accountants, and other advisors. The ideal candidate will have a strong academic background, preferably in finance or economics, and 2-4 years of relevant experience in investment banking, corporate finance, or private equity. A deep understanding of financial markets, accounting principles, and valuation methodologies is essential. Excellent quantitative, analytical, and problem-solving skills are required, along with strong attention to detail and the ability to work under pressure in a fast-paced environment. Exceptional written and verbal communication skills are crucial for client interaction and transaction documentation. This hybrid role offers a blend of in-office collaboration and remote flexibility, providing the opportunity to work on complex and high-profile transactions within the heart of the global financial centre. A strong work ethic and a commitment to teamwork are paramount.
This advertiser has chosen not to accept applicants from your region.
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