Financial Control Accountant
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 annual budgeting and quarterly forecasting, maintain forecast models, analyse financial performance, and deliver management reporting. You will coordinate contributors, challenge assumptions, communicate financial conclusions to senior stakeholders, support month-end activities, and provide analysis for business decisions.
Requirements
- CA or CFA qualification, or equivalent experience
- Experience in financial planning and analysis or management reporting
- Experience leading budgeting and forecasting cycles
- Excel
- Forecast modelling
- Financial analysis
- Management reporting
- Stakeholder management
- Financial communication
- Experience working across multiple regions
Responsibilities
- Lead annual budgeting and quarterly forecasting processes
- Maintain Excel forecast models
- Review budget and forecast submissions and challenge assumptions
- Analyse ledger data and performance variances
- Produce management reporting and recommended actions
- Coordinate North America inputs for executive presentations
- Act as the FP&A contact for planning and performance queries
- Partner with senior stakeholders on financial implications
- Prepare ad-hoc analysis and reports
- Support month-end tasks and investigate variances
Benefits
- Financial rewards for high-performing individuals