- 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 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 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 - Skilled 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