Group FP&A Manager

Company Description

• IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.

Job Description

This is an excellent opportunity to join the IQ EQ Group Financial Planning & Analysis [FP&A] team, in a role created following the implementation of the Workday Adaptive Planning platform in late 2023.

The Group FP&A team are part of the Group Finance function reporting to the Group CFO and are responsible for facilitating the budget and forecast process for the Group, working with the local finance teams across all jurisdictions.

The role will encompass:

• Managing the Workday Adaptive Planning system administration which includes:
  • Responsible for system static data, including the creation and mapping of new legal entities, general ledger accounts, department codes, etc.
  • Monthly roll forward of the Workday Adaptive Planning system, and reconciliation back to the Group Data Warehouse
  • Managing the planning Versions, including locking and unlocking the system in line with the Planning Period timetable
  • Responsible for managing user access requests
  • Monthly loading of P&L, Balance Sheet and Sales data from the data warehouse into Workday Adaptive.
• Leading the production of reporting in OfficeConnect [Workday Adaptive Planning add-in for Microsoft Excel], to provide the user base with insightful financial analysis to support their planning processes and understanding of actual trading versus plan, and supporting the distribution, communication and demonstration of these reports to the user base
• Review planning submissions from local finance teams for completeness, consistency and compliance with the system principles / best practices
• As part of the Group FP&A team, support the analysis, review and articulation of each budget and forecast to the Group Management Team and external stakeholders
• Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team
• Drive clear and concise communication and support to the broad Workday user base, including responding to mailbox queries, and in time, delivering training sessions.

This role requires an individual who has Workday Adaptive experience or has previously provided systems support on FP&A type systems.  The role also requires someone who is comfortable working as part of a small global team, based in various locations, supporting Local Finance teams across the Group.

Qualifications

• Chartered Accountant or relevant IT qualification with some finance background. 
• High proficiency in excel.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.