FP&A Manager
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 annual budgeting and forecasting, coordinate planning inputs, and produce forecast updates, variance analysis, and performance reporting. You will maintain financial models, deliver management reporting, reconcile data, investigate variances, improve reporting processes, and provide financial insight for strategic decisions.
Requirements
- Experience in FP&A, commercial finance, financial analysis, or management reporting
- Experience in financial services, FinTech, platform businesses, or complex commercial environments
- Qualified accountant status, such as ACA, ACCA, CIMA, or equivalent
- Financial modelling and advanced Excel skills
- Experience supporting budgeting and forecasting
- Ability to interpret financial information and provide commercial insight
- Analytical and problem-solving skills
- Experience producing financial commentary
- Ability to manage multiple priorities and deadlines
- Communication and stakeholder-management skills
Responsibilities
- Support annual budgeting and periodic forecasting
- Coordinate planning inputs from business stakeholders
- Produce forecast updates, variance analysis, and performance reporting
- Maintain and enhance financial models
- Deliver monthly management reporting on revenue, costs, EBITDA, and cash performance
- Analyse business drivers, trends, risks, and opportunities
- Produce executive-ready financial analysis
- Reconcile data across systems and investigate variances
- Improve reporting efficiency, automation, and accuracy
- Develop standardised reporting and planning templates
Benefits
- Hybrid and flexible working arrangements
- Private health and life insurance
- Paid parental leave
- Paid volunteer leave