
Senior Financial Planning Analyst
4 days ago
Job Overview:
This role oversees financial planning and analysis functions for clients. The successful candidate will have strong technical knowledge of IFRS and US GAAP, as well as excellent communication and organizational skills.
Key Responsibilities:
- Prepare and review financial statements for investment funds and financial services entities in line with US GAAP, IFRS, and local standards.
- Manage end-to-end financial reporting for multinational clients, liaising with auditors, administrators, and investment managers.
- Take ownership of deliverables under tight deadlines, ensuring accuracy, quality, and timeliness.
- Support senior management and partners on ad hoc financial reporting and regulatory advisory projects.
- Research and resolve technical accounting queries, providing insight aligned with current standards.
- Build and maintain strong client relationships, anticipating needs and supporting future workloads.
Requirements:
- Qualified accountant (ACA, ACCA, CPA, or equivalent).
- Or recently/part qualified for Assistant Manager role.
- Experience in financial reporting and/or audit within investment funds, ideally gained in a leading professional services environment.
- Strong technical knowledge of IFRS and US GAAP, with sound professional judgment and a commercial mindset.
- Demonstrated ability to produce and review high-quality financial statements with exceptional attention to detail.
- Confident user of Microsoft Office 365, particularly Excel, to support analysis and reporting.
- Excellent organisational, time management, and communication skills, with the ability to manage multiple priorities.
- A collaborative team player, proactive in mentoring others and eager to progress in a fast-paced, client-facing environment.
What We Offer:
- Competitive salary and benefits package.
- Opportunity to work with multinational clients across investment funds and financial services.
- Develop your career in a dynamic and growing company.
- Enjoy a supportive and collaborative team environment.
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