FP&A Associate
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 support periodic forecasting, annual budgeting, variance analysis and financial planning. You will gather planning inputs from business stakeholders, produce forecast updates and performance reports, and maintain financial models for scenario analysis. You will help embed Anaplan, work closely with the Group FP&A function, analyse large financial and operational datasets, track KPIs and translate non-financial data into financial metrics.
Requirements
- 2-5 years of experience in FP&A, Commercial Finance, Financial Analysis or Management Information roles
- Background in financial services, FinTech, platform businesses or complex commercial environments
- Qualified accountant (ACA, ACCA, CIMA or equivalent) with 2-5 years post qualification experience
- Experience supporting budgeting and forecasting and providing internal stakeholder reports
- Proficiency in financial modelling, forecasting and planning
- Proficiency in Excel (advanced), PowerPoint (advanced), Anaplan and BI tools such as Power BI or Tableau
- Expertise analysing large financial datasets
- Analytical and problem-solving skills with attention to detail
- Ability to work independently in a fast-paced environment and manage multiple priorities
- Strong business acumen and communication skills
- Understanding of P&L, balance sheet, cash flow and key financial performance drivers
Responsibilities
- Support periodic forecasting, annual budgeting, variance analysis and financial planning processes
- Support planning inputs from business stakeholders across the Group
- Produce forecast updates, variance analysis and performance reporting
- Maintain and enhance financial models for planning and scenario analysis
- Support the embedding and ongoing development of Anaplan
- Collaborate with the Group FP&A function on planning, reporting and analysis for global executive leadership
- Analyse large volumes of financial and operational data to provide actionable insights
- Produce high-quality financial reports for internal stakeholders
- Track key financial and operational KPIs, monitoring trends and assessing financial impact
- Translate non-financial data and KPIs into financial metrics and assess their impact on financial models
