- 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 documentation

Requirements

- 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

- Collaborative 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 asset

Core Competencies

Demonstrates expertise in financial analysis, forecasting, and expense management, with a robust 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 Governance

ATS Optimization Keywords

Hard Skills

- Financial Analysis

- Forecasting

- Expense Management

- Cost Centre Management

- Business Planning

- Analytical Skills

- Modelling

- Attention to Detail

- Problem-Solving

- Process Improvement

Soft Skills

- Strong Communication Skills

- Collaborative Mindset

- Curiosity

- Initiative

- Sound Judgment

Certifications & Qualifications

- Professional Accounting Designation

Industry Keywords

- Investment Products

- Asset Management

- Distribution Channels

- Insurance Products

- Audit Requirements

Tools & Technologies

- Hyperion

- Tableau

- SAS EG

- Power BI

- Reporting Tools

📌 Senior Financial Analyst, Individual Expense Management (London)
🏢 Jobtailor
📍 London