- Deliver financial analysis and reporting explaining expense results, cost drivers, trends and business implications- Lead expense components of annual planning, forecasting and budget processes- Coordinate with business partners and support management review- Prepare monthly and quarterly expense reporting, analysis and commentary for senior leaders and stakeholders- Develop expense forecasts for management areas, initiatives and project spend- Analyze seasonality, run-rate trends and forecast risks or opportunities- Partner with Investment Solutions business areas to manage project expenses, monitor productivity and assess savings opportunities- Support effective resource decisions- Build relationships with finance, business and operational partners- Translate complex financial information into clear insights and recommendations- Identify and implement process improvements across systems, data flows, controls and reporting processes- Support audit, governance and control requirements through reporting, analysis and documentationRequirements- Professional accounting designation with a related university degree- 5–7 years of accounting or finance experience, including experience with expense management, planning, forecasting or financial analysis- Strong financial analysis, forecasting, modelling and business-partnering skills- Strong analytical and problem-solving skills, accuracy, attention to detail and sound judgment- Strong communication skills for finance and non-finance audiences- Advanced Microsoft Excel skills and experience building complex reporting models- Experience with Hyperion or other planning and reporting tools is an asset- Ability to organize,



prioritize and make sound decisions in a fast-paced environment- Passion for improving processes, strengthening controls and driving sustainable change- Cooperative mindset and ability to build trusted relationships with internal partners and senior stakeholders- Curiosity, initiative and comfort using technology to simplify work and improve accuracy- Knowledge of individual investment products, asset management, distribution channels or insurance products is an asset- Expense, cost centre management, allocation methodology or business planning experience is an asset- Tableau, SAS EG, Power BI or other reporting and analytics tool experience is an asset- Experience supporting financial governance, audit requirements or control documentation is an assetCore CompetenciesDemonstrates expertise in financial analysis, forecasting, and expense management, with a strong ability to translate complex financial data into actionable insights. Proven track record in building relationships with stakeholders and driving process improvements to enhance financial governance and reporting accuracy.Highest-signal resume keywords- Financial Analysis- Expense Management- Forecasting- Advanced Microsoft Excel- Financial GovernanceATS Optimization KeywordsHard Skills- Financial Analysis- Forecasting- Expense Management- Cost Centre Management- Business Planning- Analytical Skills- Modelling- Attention to Detail- Problem-Solving- Process ImprovementSoft Skills- Strong Communication Skills- Collaborative Mindset- Curiosity- Initiative- Sound JudgmentCertifications & Qualifications- Professional Accounting DesignationIndustry Keywords- Investment Products- Asset Management- Distribution Channels- Insurance Products- Audit RequirementsTools & Technologies- Hyperion- Tableau- SAS EG- Power BI- Reporting Tools#J-18808-Ljbffr

📌 Senior Financial Analyst In Fp&A (London)
🏢 Jobtailor
📍 London