FPandA Manager
Harper May is working with a London-based financial services firm managing assets across investment and wealth management. Founded in 2008 and backed by a strategic investor, the business has grown steadily to around 150 staff and £2bn in AUM. Over the past eighteen months, the firm has expanded its distribution capability and raised a new institutional fund, which has put pressure on the current finance team to handle more complex allocations and reporting. They are now seeking an FPandA Manager to strengthen planning and analysis capability across both business lines. The RoleReporting to the Finance Director, you will own the monthly and quarterly planning cycle, build multi-year financial models for the business, and deliver performance insight to board and senior leadership. The role is newly created and sits at the heart of strategic decision-making, giving you direct exposure to fund launches, acquisition evaluation, and cost management initiatives. Key Responsibilities Develop and own the annual budget and rolling forecast, liaising with all business units Build financial models for scenario planning, new product evaluation, and business case assessment Produce monthly management accounts with clear variance reporting and commentary Analyse revenue streams, fund performance, and operating cost drivers to support strategic choices Prepare board-level financial dashboards and supporting analysis Automate and improve FPandA processes to reduce manual work and increase ..... full job details .....
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