10 Investment Analysis jobs in Reading
Senior Quantitative Analyst (Financial Modeling)
OX1 1UJ Oxford, South East
£80000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution in Oxford, Oxfordshire, UK , is seeking a highly analytical and experienced Senior Quantitative Analyst to join their dynamic team. This role is crucial for developing and implementing sophisticated financial models that drive strategic decision-making and risk management.
Responsibilities:
Responsibilities:
- Develop, validate, and implement complex quantitative models for pricing, risk management, and trading strategies across various asset classes.
- Perform rigorous statistical analysis and back-testing of models to ensure accuracy and robustness.
- Collaborate closely with traders, portfolio managers, and risk management teams to understand business needs and translate them into modeling requirements.
- Write efficient and well-documented code in languages such as Python, R, C++, or MATLAB for model implementation and data analysis.
- Contribute to the design and enhancement of the firm's trading and risk infrastructure.
- Stay abreast of the latest academic research and industry developments in quantitative finance and financial modeling.
- Prepare comprehensive reports and presentations to communicate model findings and recommendations to senior management and stakeholders.
- Mentor junior quantitative analysts and contribute to the team's technical expertise.
- Ensure compliance with regulatory requirements and internal policies.
- Master's or Ph.D. in a quantitative field such as Mathematics, Physics, Statistics, Financial Engineering, or Computer Science.
- 5+ years of relevant experience in quantitative analysis within the financial services industry.
- Proven expertise in developing and implementing financial models (e.g., stochastic calculus, time series analysis, machine learning).
- Strong programming skills in Python, R, C++, or MATLAB.
- Excellent understanding of financial markets, derivatives, and risk management principles.
- Proficiency in data analysis, statistical modeling, and numerical methods.
- Strong analytical and problem-solving abilities, with exceptional attention to detail.
- Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
- Experience with large datasets and database technologies (e.g., SQL) is advantageous.
This advertiser has chosen not to accept applicants from your region.
0
Manager, Usage Portfolio Management
Newbury, South East
Stryker
Posted 1 day ago
Job Viewed
Job Description
As a Manager within Flex Financial Europe, you will lead and develop a team of Portfolio Analysts responsible for contract compliance, control execution, and end-to-end portfolio processes. You will provide day-to-day leadership, partner with cross-functional teams, and serve as the first escalation point to ensure accurate reporting and sustainable processes across multiple regions. You will also help shape and drive the design and implementation of new processes, ensuring consistency and scalability across countries.
This role is critical to ensuring compliance with customer contract obligations, mitigating P&L risk, strengthening internal controls, and enabling Flex Europe to scale effectively. You will collaborate closely with sales, divisional finance, local country finance, T&P, and the Poland Finance Center. In addition to overseeing execution, you will play a key role in identifying process improvements particularly around EOT and compliance, standardizing regional practices, and ensuring successful implementation of new controls and compliance tools.
**Who we want:**
+ **People developers.** Leaders who can coach, develop, and retain strong talent while providing meaningful growth opportunities for analysts.
+ **Organized professionals.** Managers who bring structure, prioritization, and clarity in complex, fast-paced environment.
+ **Process drivers.** Those who spot opportunities to simplify, standardize, and automate, and can successfully implement new processes at scale.
+ **Strong communicators.** Individuals who can move seamlessly between the details and the big picture, proactively keeping stakeholders informed and ensuring clear, concise updates at all levels.
+ **Business partners.** People who collaborate cross-functionally, build strong relationships, and align financial processes with business needs.
**What you will do:**
+ Lead and manage a team of Portfolio Analysts, providing coaching, mentoring and development.
+ Oversee day-to-day compliance and EOT operations, ensuring accurate and timely execution of controls, contract reviews, and reporting
+ Partner with the business to design, test, and implement new processes.
+ Serve as first point of escalation for operational issues, triaging and resolving efficiently.
+ Drive process standardization across regions and continuous improvement initiatives, including adoption of automation and IT tools.
+ Support implementation and monitoring of controls
+ Collaborate with divisional and country finance teams, the Poland Finance Center, and IT to align on processes, reporting, and systems.
+ Provide insights and updates to senior leadership on contract compliance performance, risks, and process initiatives.
**What you will need:**
+ Bachelor's degree in Finance, Accounting, Business or related field
+ 8+ years of finance, accounting, or operations experience
+ Fluency in English
+ Excellent communication, relationship-building, and stakeholder management skills
+ Proven ability to lead teams, manage competing priorities, and drive change
+ Strong analytical and problem-solving skills with high attention to detail
+ Knowledge of reporting systems and how to apply them to improve financial and operational processes.
+ Experience working effectively in a global, matrixed organization
**Preferred:**
+ Fluent French or German
+ Knowledge of US GAAP
Stryker is a global leader in medical technologies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.
This role is critical to ensuring compliance with customer contract obligations, mitigating P&L risk, strengthening internal controls, and enabling Flex Europe to scale effectively. You will collaborate closely with sales, divisional finance, local country finance, T&P, and the Poland Finance Center. In addition to overseeing execution, you will play a key role in identifying process improvements particularly around EOT and compliance, standardizing regional practices, and ensuring successful implementation of new controls and compliance tools.
**Who we want:**
+ **People developers.** Leaders who can coach, develop, and retain strong talent while providing meaningful growth opportunities for analysts.
+ **Organized professionals.** Managers who bring structure, prioritization, and clarity in complex, fast-paced environment.
+ **Process drivers.** Those who spot opportunities to simplify, standardize, and automate, and can successfully implement new processes at scale.
+ **Strong communicators.** Individuals who can move seamlessly between the details and the big picture, proactively keeping stakeholders informed and ensuring clear, concise updates at all levels.
+ **Business partners.** People who collaborate cross-functionally, build strong relationships, and align financial processes with business needs.
**What you will do:**
+ Lead and manage a team of Portfolio Analysts, providing coaching, mentoring and development.
+ Oversee day-to-day compliance and EOT operations, ensuring accurate and timely execution of controls, contract reviews, and reporting
+ Partner with the business to design, test, and implement new processes.
+ Serve as first point of escalation for operational issues, triaging and resolving efficiently.
+ Drive process standardization across regions and continuous improvement initiatives, including adoption of automation and IT tools.
+ Support implementation and monitoring of controls
+ Collaborate with divisional and country finance teams, the Poland Finance Center, and IT to align on processes, reporting, and systems.
+ Provide insights and updates to senior leadership on contract compliance performance, risks, and process initiatives.
**What you will need:**
+ Bachelor's degree in Finance, Accounting, Business or related field
+ 8+ years of finance, accounting, or operations experience
+ Fluency in English
+ Excellent communication, relationship-building, and stakeholder management skills
+ Proven ability to lead teams, manage competing priorities, and drive change
+ Strong analytical and problem-solving skills with high attention to detail
+ Knowledge of reporting systems and how to apply them to improve financial and operational processes.
+ Experience working effectively in a global, matrixed organization
**Preferred:**
+ Fluent French or German
+ Knowledge of US GAAP
Stryker is a global leader in medical technologies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.
This advertiser has chosen not to accept applicants from your region.
1
Senior Investment Analyst - Portfolio Management
OX1 1AA Oxford, South East
£65000 Annually
WhatJobs
Posted today
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly skilled Senior Investment Analyst to join their dynamic portfolio management team. This hybrid role offers the opportunity to work both remotely and from their offices located in **Oxford, Oxfordshire, UK**. You will be responsible for conducting in-depth financial research, analysing market trends, and evaluating investment opportunities across various asset classes. Your core duties will involve developing and maintaining sophisticated financial models, preparing detailed investment reports, and providing strategic recommendations to portfolio managers. The ideal candidate will possess a strong understanding of investment strategies, risk management principles, and financial regulations. Excellent analytical, quantitative, and communication skills are essential for success in this role. You will be expected to contribute to the development of investment strategies, monitor portfolio performance, and effectively articulate investment rationale to clients and internal stakeholders. Key responsibilities include:
- Conducting comprehensive research and analysis of financial markets, economic conditions, and industry trends.
- Evaluating and recommending investment opportunities across equities, fixed income, alternatives, and other asset classes.
- Developing and maintaining complex financial models for valuation, forecasting, and scenario analysis.
- Preparing detailed investment research reports, presentations, and performance reviews.
- Assisting portfolio managers in constructing and managing investment portfolios to meet specific objectives.
- Monitoring portfolio performance, identifying risks, and recommending adjustments.
- Staying abreast of regulatory changes and their impact on investment strategies.
- Communicating investment insights and recommendations clearly to internal teams and clients.
- Collaborating with traders, analysts, and other financial professionals.
- Contributing to the development and refinement of proprietary investment strategies.
This advertiser has chosen not to accept applicants from your region.
2
Head of Real Estate Investment & Portfolio Management
RG1 1AX Reading, South East
£90000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a prestigious real estate investment firm with a substantial and diverse portfolio, is seeking an accomplished Head of Real Estate Investment & Portfolio Management to lead their strategic acquisition and asset management functions. This is a senior, remote-first role that requires a seasoned professional with a deep understanding of real estate markets, financial analysis, and investment strategies. The successful candidate will be responsible for identifying new investment opportunities, managing existing assets to maximize returns, and driving the overall growth and performance of the firm's property holdings.
Key responsibilities include developing and executing comprehensive investment strategies, conducting thorough market research, and performing due diligence on potential acquisitions across various real estate sectors. You will be responsible for portfolio analysis, performance monitoring, and implementing asset management plans to enhance property value and rental income. This role involves managing relationships with brokers, developers, lenders, and joint venture partners. Financial modeling, valuation analysis, and presenting investment recommendations to senior leadership and investment committees will be critical. Budgeting, forecasting, and reporting on portfolio performance are also key aspects of the role. Leading and mentoring a team of investment and asset managers is a core requirement.
We are seeking candidates with a Master's degree in Finance, Real Estate, Economics, or a related field, or an MBA. A minimum of 10-12 years of progressive experience in real estate investment, asset management, or corporate finance, with a strong focus on direct property investments, is essential. Proven experience in sourcing, underwriting, and closing significant real estate transactions is required. Exceptional financial modeling, analytical, and valuation skills are a must. A deep understanding of real estate capital markets, legal structures, and risk management principles is crucial. Outstanding leadership, negotiation, and communication skills are vital for success in this high-level, remote position. The ability to work autonomously, drive results, and collaborate effectively with teams across different locations is expected.
Key responsibilities include developing and executing comprehensive investment strategies, conducting thorough market research, and performing due diligence on potential acquisitions across various real estate sectors. You will be responsible for portfolio analysis, performance monitoring, and implementing asset management plans to enhance property value and rental income. This role involves managing relationships with brokers, developers, lenders, and joint venture partners. Financial modeling, valuation analysis, and presenting investment recommendations to senior leadership and investment committees will be critical. Budgeting, forecasting, and reporting on portfolio performance are also key aspects of the role. Leading and mentoring a team of investment and asset managers is a core requirement.
We are seeking candidates with a Master's degree in Finance, Real Estate, Economics, or a related field, or an MBA. A minimum of 10-12 years of progressive experience in real estate investment, asset management, or corporate finance, with a strong focus on direct property investments, is essential. Proven experience in sourcing, underwriting, and closing significant real estate transactions is required. Exceptional financial modeling, analytical, and valuation skills are a must. A deep understanding of real estate capital markets, legal structures, and risk management principles is crucial. Outstanding leadership, negotiation, and communication skills are vital for success in this high-level, remote position. The ability to work autonomously, drive results, and collaborate effectively with teams across different locations is expected.
This advertiser has chosen not to accept applicants from your region.
3
Senior Investment Analyst - Equity Research
OX1 2EY Oxford, South East
£75000 Annually
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
Our client, a highly respected investment firm located in Oxford, Oxfordshire, UK , is actively seeking a Senior Investment Analyst to join their esteemed equity research team. This demanding position requires a candidate with exceptional analytical acumen, a deep understanding of financial markets, and a proven track record in evaluating investment opportunities. You will be responsible for conducting comprehensive research and due diligence on publicly traded companies, identifying undervalued securities, and developing well-reasoned investment recommendations. Your role will involve in-depth financial modeling, valuation analysis, and the preparation of detailed research reports for portfolio managers and investment committees. You will cover a specific sector or industry, becoming an expert in its dynamics, competitive landscape, and emerging trends. Key responsibilities include building and maintaining complex financial models, forecasting earnings, and assessing various risk factors. You will engage with company management teams, industry experts, and sell-side analysts to gather crucial information and insights. The ability to articulate complex financial concepts clearly and concisely, both verbally and in writing, is paramount. You will contribute to investment strategy discussions and collaborate closely with portfolio managers to implement investment decisions. A strong understanding of macroeconomic factors and their impact on equity markets is also important. The ideal candidate will possess a passion for financial markets, a highly analytical mindset, and the drive to uncover unique investment insights. Experience with Bloomberg terminals, Refinitiv Eikon, or similar financial data platforms is essential. This is an excellent career opportunity for a dedicated investment professional looking to advance their career within a top-tier financial institution.
Responsibilities:
Responsibilities:
- Conduct in-depth financial analysis and valuation of publicly traded companies.
- Develop and maintain sophisticated financial models and forecasts.
- Research and monitor specific industry sectors and companies within them.
- Prepare comprehensive investment research reports and presentations.
- Formulate and present investment recommendations to portfolio managers.
- Engage with company management, industry experts, and sell-side analysts.
- Stay informed about market trends, economic conditions, and regulatory changes.
- Collaborate with portfolio management teams to support investment decisions.
- Analyze portfolio performance and contribute to strategic asset allocation.
- Ensure compliance with all regulatory and internal policies.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field (CFA charter or progress towards CFA strongly preferred).
- Minimum of 5 years of experience in equity research, investment analysis, or a similar financial role.
- Proven ability in financial modeling, valuation techniques, and investment thesis development.
- Strong understanding of financial statements and accounting principles.
- Proficiency with financial data terminals (e.g., Bloomberg, Refinitiv) and analysis software.
- Excellent analytical, quantitative, and problem-solving skills.
- Superb written and verbal communication skills, with the ability to present complex information clearly.
- Demonstrated ability to work independently and as part of a team in a fast-paced environment.
- High level of integrity and ethical standards.
This advertiser has chosen not to accept applicants from your region.
4
Senior Investment Analyst - Equity Research
OX1 1ND Oxford, South East
£80000 annum + bon
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client, a highly respected investment management firm based in the vibrant city of **Oxford, Oxfordshire, UK**, is seeking a Senior Investment Analyst to join their esteemed Equity Research team. This pivotal role involves conducting in-depth fundamental analysis of publicly traded companies, generating investment recommendations, and contributing to the firm's portfolio management strategies. You will be responsible for researching specific sectors or industries, building complex financial models, and evaluating companies based on their financial health, competitive positioning, and macroeconomic factors. The Senior Investment Analyst will communicate their findings and investment theses to portfolio managers and investment committees through detailed research reports and presentations. A deep understanding of valuation methodologies, accounting principles, and capital markets is essential. The ideal candidate will possess exceptional analytical abilities, strong quantitative skills, and a meticulous attention to detail. Proven experience in equity research, either within an asset management firm, sell-side brokerage, or investment bank, is a prerequisite. Excellent written and verbal communication skills are vital for articulating investment recommendations clearly and persuasively. You should be self-motivated, capable of working independently, and possess a strong ethical compass. This is an outstanding opportunity to contribute to a successful investment team, gain exposure to a wide range of asset classes and strategies, and further your career in the competitive financial services industry. The firm offers a collaborative working environment and significant opportunities for professional growth and development.
Responsibilities:
Responsibilities:
- Conduct comprehensive fundamental analysis of publicly listed companies within assigned sectors.
- Develop detailed financial models to forecast company performance and conduct valuation analysis.
- Formulate investment recommendations (buy, sell, hold) based on thorough research and analysis.
- Write high-quality investment research reports, articulating investment theses and supporting arguments.
- Present research findings and recommendations to portfolio managers and investment committees.
- Monitor portfolio holdings, industry trends, and macroeconomic developments.
- Engage with company management teams, industry experts, and sell-side analysts.
- Collaborate with other analysts and portfolio managers to share insights and identify investment opportunities.
- Stay abreast of market developments, regulatory changes, and new analytical techniques.
- Ensure compliance with all internal policies, procedures, and regulatory requirements.
- Contribute to the firm's investment strategy and thought leadership.
- Mentor junior analysts and support their professional development.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Significant experience (e.g., 5+ years) in equity research, investment analysis, or portfolio management.
- Proven track record of generating profitable investment recommendations.
- Expertise in financial modelling, valuation techniques (e.g., DCF, multiples), and accounting principles.
- Strong quantitative and analytical skills, with excellent attention to detail.
- Excellent written and verbal communication skills, with the ability to present complex information clearly.
- Deep understanding of capital markets and investment strategies.
- CFA charter holder or actively pursuing the charter is highly desirable.
- Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv Eikon).
- Ability to work independently, manage workload effectively, and meet deadlines.
- High ethical standards and a commitment to professional conduct.
This advertiser has chosen not to accept applicants from your region.
5
Senior Accountant - Financial Reporting & Analysis
OX1 1LP Oxford, South East
£45000 Annually
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
Our client, a prestigious organisation in Oxford, Oxfordshire, UK , is seeking an accomplished Senior Accountant to join their finance department. This pivotal role will be responsible for a wide range of accounting functions, including financial reporting, management accounts preparation, and variance analysis. You will play a key part in ensuring the accuracy and integrity of the company's financial records and contributing to strategic financial decision-making. Responsibilities include preparing month-end and year-end close processes, reconciling complex accounts, and supporting financial audits. The successful candidate will also be involved in budgeting and forecasting activities, providing insightful financial analysis to support business performance. A strong understanding of accounting principles (GAAP/IFRS) and proficiency in accounting software and Excel are essential. This is an office-based position, requiring your presence in our Oxford office to facilitate team collaboration and operational requirements. The ideal candidate is highly organised, detail-oriented, and possesses excellent analytical and problem-solving skills. This is a fantastic opportunity for a dedicated accountant to advance their career within a reputable organisation and contribute to its financial success.
Key Responsibilities:
Key Responsibilities:
- Prepare and analyse monthly, quarterly, and annual financial statements.
- Manage the month-end and year-end close processes.
- Perform bank reconciliations and general ledger reconciliations.
- Assist with budgeting, forecasting, and financial planning.
- Conduct variance analysis and provide explanations for financial performance.
- Support internal and external audits.
- Ensure compliance with accounting standards and regulations.
- Prepare journal entries and maintain accounting records.
- Assist in the development and implementation of accounting policies and procedures.
- Support ad-hoc financial projects and analysis as required.
- ACCA, CIMA, ACA qualified or nearing completion.
- Proven experience as a Senior Accountant or in a similar financial role.
- Strong knowledge of accounting principles (UK GAAP and/or IFRS).
- Proficiency in accounting software (e.g., Xero, QuickBooks, SAP) and advanced Microsoft Excel skills.
- Excellent analytical, problem-solving, and attention to detail.
- Strong organisational and time management skills.
- Ability to work independently and as part of a team.
- Good communication and interpersonal skills.
- Experience with financial audits and tax compliance is advantageous.
- Demonstrated ability to meet deadlines and manage workload effectively.
This advertiser has chosen not to accept applicants from your region.
Be The First To Know
About the latest Investment analysis Jobs in Reading !
6
Head of Financial Planning & Analysis (FP&A)
OX1 1BB Oxford, South East
£80000 Annually
WhatJobs
Posted 2 days ago
Job Viewed
Job Description
Our client, a distinguished organisation, is looking for a strategic and dynamic Head of Financial Planning & Analysis (FP&A) to lead their finance function in Oxford, Oxfordshire, UK . This senior leadership role is responsible for driving financial strategy, forecasting accuracy, and robust analytical insights to support key business decisions. You will lead the FP&A team, overseeing budgeting, forecasting, long-range planning, and management reporting processes. The ideal candidate will possess a comprehensive understanding of financial modelling, data analytics, and strategic financial management. You will collaborate closely with senior stakeholders across the business to provide financial guidance, identify performance drivers, and support strategic initiatives. Key responsibilities include developing and refining financial models, preparing annual budgets and periodic forecasts, analysing financial performance against targets, and communicating key findings and recommendations to the executive team. You will also be instrumental in developing key performance indicators (KPIs), enhancing financial reporting systems, and driving efficiency and best practices within the FP&A function. Experience with financial systems (e.g., ERP, EPM tools) and advanced Excel proficiency are essential. A strong understanding of corporate finance, accounting principles, and business strategy is required. This hybrid role balances vital in-office collaboration with the flexibility of remote work, allowing for optimal team synergy and individual productivity. A professional accounting qualification (e.g., ACA, ACCA, CIMA) and a minimum of 10 years of progressive experience in FP&A, including significant leadership experience, are mandatory. Exceptional leadership, analytical, and communication skills are critical for success in this influential position.
This advertiser has chosen not to accept applicants from your region.
7
Director of Financial Planning & Analysis (FP&A)
OX1 3DH Oxford, South East
£100000 Annually
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
A rapidly growing fintech company is seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to join their leadership team. This hybrid role offers a flexible working arrangement, combining office-based collaboration with remote work, based in Oxford, Oxfordshire, UK . The Director of FP&A will be instrumental in driving the company's financial strategy, overseeing budgeting, forecasting, long-range planning, and performance management. You will provide critical financial insights to support executive decision-making and foster sustainable business growth.
Key responsibilities include leading the FP&A team, developing robust financial models, and preparing comprehensive reports and presentations for the executive team and board of directors. You will identify key business drivers, analyse trends, and provide strategic recommendations to optimise profitability and resource allocation. The Director of FP&A will also be responsible for improving financial planning processes, implementing best practices, and ensuring the accuracy and integrity of financial data. Collaboration with various departments, including finance, operations, and strategy, will be crucial to align financial plans with business objectives. Experience in evaluating investment opportunities and supporting strategic initiatives will be highly valued.
The ideal candidate will possess a Master's degree in Finance, Economics, or a related field, with a minimum of 8-10 years of progressive experience in financial planning and analysis, preferably within the technology or financial services sector. Strong leadership, communication, and interpersonal skills are essential, along with a deep understanding of financial modeling techniques and corporate finance principles. Proficiency in financial planning software and advanced Excel skills are a must. CPA, CFA, or CMA qualifications are highly desirable. This is an exciting opportunity to shape the financial future of a dynamic company, contributing directly to its strategic direction and market success. Our client offers a collaborative and innovative work environment with significant opportunities for professional impact and growth.
Key responsibilities include leading the FP&A team, developing robust financial models, and preparing comprehensive reports and presentations for the executive team and board of directors. You will identify key business drivers, analyse trends, and provide strategic recommendations to optimise profitability and resource allocation. The Director of FP&A will also be responsible for improving financial planning processes, implementing best practices, and ensuring the accuracy and integrity of financial data. Collaboration with various departments, including finance, operations, and strategy, will be crucial to align financial plans with business objectives. Experience in evaluating investment opportunities and supporting strategic initiatives will be highly valued.
The ideal candidate will possess a Master's degree in Finance, Economics, or a related field, with a minimum of 8-10 years of progressive experience in financial planning and analysis, preferably within the technology or financial services sector. Strong leadership, communication, and interpersonal skills are essential, along with a deep understanding of financial modeling techniques and corporate finance principles. Proficiency in financial planning software and advanced Excel skills are a must. CPA, CFA, or CMA qualifications are highly desirable. This is an exciting opportunity to shape the financial future of a dynamic company, contributing directly to its strategic direction and market success. Our client offers a collaborative and innovative work environment with significant opportunities for professional impact and growth.
This advertiser has chosen not to accept applicants from your region.
8
Head of Financial Planning & Analysis (FP&A)
RG1 1DB Reading, South East
£95000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client, a dynamic and growing organisation, is seeking a strategic and highly accomplished Head of Financial Planning & Analysis (FP&A) to lead their finance function. This is a crucial, fully remote role that will be instrumental in driving financial strategy, performance management, and business decision-making. The ideal candidate will possess extensive experience in financial forecasting, budgeting, and strategic analysis, coupled with strong leadership capabilities. You will be responsible for developing and implementing robust FP&A processes, providing critical insights to senior leadership, and collaborating across departments to achieve financial objectives. This position offers the unique advantage of being a fully remote role, allowing for flexibility and autonomy while managing financial operations from anywhere within the UK.
Key Responsibilities:
Key Responsibilities:
- Lead the FP&A function, including budgeting, forecasting, long-range planning, and financial modelling.
- Develop and enhance financial reporting processes to provide accurate and timely insights to senior management.
- Drive the annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals.
- Conduct in-depth financial analysis to identify trends, variances, and opportunities for profit improvement and cost reduction.
- Prepare executive-level financial presentations and reports for the board and key stakeholders.
- Partner with business leaders across departments to understand their financial needs and provide strategic financial guidance.
- Develop key performance indicators (KPIs) and monitor financial performance against targets.
- Implement and manage financial systems and tools to support FP&A activities.
- Assess new business initiatives and investment opportunities from a financial perspective.
- Ensure compliance with accounting policies and financial regulations.
- Mentor and develop a high-performing FP&A team.
- Contribute to the overall strategic financial planning of the organisation.
- Qualified Accountant (ACA, ACCA, CIMA or equivalent) or MBA with a strong finance concentration.
- Minimum of 8-10 years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role.
- Proven track record in developing and implementing robust FP&A frameworks.
- Exceptional financial modeling, forecasting, and analytical skills.
- Strong understanding of accounting principles and financial reporting standards.
- Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, SAP BPC) is highly desirable.
- Excellent communication, presentation, and interpersonal skills, with the ability to influence stakeholders at all levels.
- Demonstrated leadership ability and experience in managing and developing teams.
- Strategic thinking and strong business acumen.
- Ability to work independently and manage multiple priorities in a fast-paced, remote environment.
- Candidates must be based within the UK and committed to a fully remote working arrangement.
This advertiser has chosen not to accept applicants from your region.
9