Senior Finance Analyst
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 analyse financial and operational data, translate KPIs into financial metrics, and prepare reports for internal stakeholders. You will support forecasting, budgeting, variance analysis, cost optimisation, and financial planning while providing recommendations that inform strategic decisions.
Requirements
- 4-8 years of experience in FP&A, finance analytics, management reporting or a similar finance analyst role
- Financial data analysis
- KPI analysis
- Financial reporting
- Financial modelling
- Forecasting
- Financial planning
- Cost analysis
- Profitability analysis
- Excel
- Business intelligence tools such as Power BI or Tableau
- Financial software
- Stakeholder communication
Responsibilities
- Analyse financial and operational data
- Translate non-financial data and KPIs into financial metrics
- Produce financial reports for internal stakeholders
- Conduct cost analysis and identify optimisation opportunities
- Support forecasting, budgeting, variance analysis and financial planning
- Track financial and operational KPIs
- Provide financial insights and recommendations to business units
- Assist with financial reporting and analysis for executive leadership
- Adapt to evolving business needs and priorities
