FP&A Manager - Morgan McKinley - #1754590
Jobs via eFinancialCareers
Date: 7 hours ago
City: London
Contract type: Full time
Work schedule: Full day
About The Job
Role Purpose
Strategy, Performance & Growth
Role Purpose
- Deliver outsourced financial planning and analysis services to a diverse client base, including growing SMEs, family businesses, and larger enterprises.
- Lead the development of high-quality financial models, forecasts, and strategic insights that empower clients to make confident business decisions.
- Act in a hands-on, client-facing role requiring strong communication skills, commercial acumen, and advanced modelling expertise.
- Work across multiple sectors, tailoring approaches to meet each client's unique needs.
- Contribute to the ongoing development of internal modelling tools and resources.
Strategy, Performance & Growth
- Develop bespoke financial models, forecasts, and cash flow plans for clients.
- Analyse complex datasets to deliver strategic insights that drive decision-making and performance.
- Collaborate directly with business leaders to align financial planning with their goals.
- Build models supporting investment, pricing, growth strategies, fundraising, and operational forecasting.
- Translate financial data into clear, actionable advice tailored to diverse client needs.
- Identify and recommend opportunities to improve profitability, efficiency, and capital allocation.
- Assist clients in presenting financial models to banks, investors, and boards.
- Manage multiple client engagements simultaneously, ensuring timely, accurate delivery.
- Design and maintain scalable templates and modelling frameworks.
- Document assumptions and model details thoroughly for transparency and repeatability.
- Support the preparation of client presentations and reporting packs.
- Monitor budgets and time allocation to optimise project efficiency and profitability.
- Ensure all modelling outputs meet professional standards with robust calculations and clear audit trails.
- Follow best practices in spreadsheet modelling, version control, and scenario planning.
- Continuously enhance internal FP&A tools, templates, and processes.
- Stay current with industry trends, modelling software, and financial forecasting techniques.
- Mentor junior team members on modelling best practices and client engagement.
- Share knowledge and lessons learned to build collective team expertise.
- Lead or contribute to internal training and resource development.
- Represent the firm in client meetings, showcasing expertise and professionalism.
- Pursue ongoing professional development to maintain industry knowledge and skills.
- Achievement of personal, team, and business revenue targets
- Client satisfaction (measured by Net Promoter Score and feedback)
- Peer review ratings and continuous improvement in modelling standards
- Extensive experience in financial modelling, forecasting, and strategic analysis.
- Strong commercial mindset and ability to provide actionable business advice.
- Excellent communication and stakeholder management skills.
- Proven ability to Multitask multiple projects and meet deadlines without compromising quality.
- Adaptability to work across various sectors and business types.
- High attention to detail and commitment to professional standards.
- Proactive attitude with a passion for mentoring and team development.
- Proficiency with advanced modelling tools, spreadsheet best practices, and financial software.
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