Role Description
- Generalist role to fit in where needed the role will include Financial Control/ FP&A/ Client Profitability preparation and analysis for the UKMEA region (Includes SA/Middle East)
- Review and approve key month end financial reconciliations.
- Assist with the preparation of regulatory returns.
- Prepares and reviews treasury requirements to group.
- Managers the statutory and group audits of the entity, when needed
- Build reports and perform data analysis.
- Formation of client charge models and analysis of costs attributed to these services.
- Act as a business partner to the business, providing support and ensure the correct information is being pulled into FP&A/Client models.
- Develop and prepare/maintain profitability models.
- Assist with the preparation of annual budgets and forecasts.
- Ensure that all the appropriate internal controls are always functioning effectively.
- Assist team in terms of problem resolution and troubleshooting.
- Manage and ensure high standard of service delivery to clients and key stakeholders.
- Liaise with and build effective communication between departments.
- Preparation and analysis of monthly management reports
- Producing financial reports related to budgets, account payables, account receivables, expenses etc.
People
- Develop mentor and coach team junior staff.
- Effective productivity and capacity management.
- Assist finance team leaders throughout the UKMEA region.
Strategy
- Design/review/implementation of best practice for finance reporting. (FP&A/Client Profitability)
Organizational Design
- Supports the UKMEA region
Team Responsibilities
- The team is responsible for maintaining and preparing financial information for UKMEA
Specific Role Responsibilities
- Generalist finance role will fit in between the region where the need arises between Financial Control/FP&A
- Working closely with the regional CFO and ensuring all finance reporting is done accurately.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
What We Do
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future
