FP&A Manager

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of the job

• A central FP&A role, supporting the head of the team deliver on the annual goals and objectives set for the Finance team.
• Coverage across all five services lines and the entire business.
• To provide insightful and actionable analysis.

Main responsibilities

• Strategic support to the Head of FP&A, Group FD and CFO including Board, investor and lender packs;
• Key stakeholder in the delivery of the annual planning cycle and forecasting;
• Support the budget process including the monthly tracking across the entire business;
• Challenge the existing and promote the “right” performance measures and KPIs;
• Support the development of management information reporting templates for business performance management; 
• Support the roll out of automation of financial management reporting;
• Provide support including financial due diligence on potential M&A activity and/or refinancing or IPO;
• Ad hoc support to the head of FP&A

Knowledge, Skills & Experience

• At least 5 years’ experience in FP&A. Private Equity experience preferred, but not required;
• Significant experience of budget control;
• Experience in preparing, analysing, and implementing accounting and reporting requirements;
• Excellent analytical and abstract reasoning skills;
• Strong negotiation and people skills;
• Extensive experience of automated financial and accounting systems;
• As a result of study and experience, to possess a comprehensive understanding of accounting principles and best practice in the workings of a Finance Department;
• Advanced user of Excel and PowerPoint.

Competencies

• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels;
• Excellent analytical and numerical skills;
• Strong interpersonal and communication skills;
• Commercial awareness and articulate;
• A solution driven attitude to problems;
• Strong time management, organisational and IT skills;

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

information will be kept confidential according to EEO guidelines.