Finance Team Leader
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead management reporting, financial planning, data management, reconciliations, reporting controls, and audit-support activities. You will coordinate reporting workloads, review outputs, guide contributors, maintain financial models and documentation, resolve issues, and improve reporting processes.
Requirements
- Qualified or part-qualified accountant such as ACA, ACCA or CIMA, or equivalent experience
- Experience in management reporting, financial analysis, data management, reconciliations or FP&A
- Experience coordinating workloads and reviewing others' work
- Excel
- Financial modelling
- Reporting controls
- Audit support
- Financial commentary
Responsibilities
- Coordinate annual budget and periodic forecast inputs
- Review forecast updates and variance analysis
- Maintain financial models for scenario analysis
- Deliver monthly management reporting across revenue, costs, EBITDA and cash
- Review reporting packs, commentary and supporting analysis
- Monitor reporting timetables and escalate delivery risks
- Allocate reporting and data-management activities across contributors
- Provide guidance on reporting requirements, controls and standards
- Review work quality and monitor deadlines
- Oversee reconciliations and investigate variances
- Maintain data quality, lineage and reporting controls
- Improve reporting efficiency, accuracy, controls and automation
- Maintain reporting, reconciliation and planning templates
- Coordinate responses to audit requests
- Prepare and maintain audit-support schedules and documentation