IQ-EQ
Senior Analyst, Financial Planning and Analysis
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Company Description
About IQEQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory, and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology, including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job Description
As a Financial Planning and Analysis Senior Analyst, you will partner with Finance, Commercial, and Operational leaders across EMEA to deliver strategic financial planning, insightful analysis, robust forecasting, and decision support that drives revenue growth, profitability, and business performance.
What you'll do
- Lead budgeting, forecasting, variance analysis, and trend reporting across revenue, costs, margins, headcount, and productivity, providing actionable insights, identifying risks and opportunities, and recommending corrective actions
- Build and maintain robust financial models, scenario analyses, business cases, and investment appraisals to support strategic planning, commercial decisions, and long-term business growth
- Partner with senior stakeholders across Finance, Commercial, and Operations to improve forecast accuracy, challenge assumptions constructively, and translate operational activity into meaningful financial outcomes
- Prepare executive-level reporting, presentations, and performance reviews, converting complex financial data into concise, commercially relevant insights for senior management and board-level audiences
- Leverage your accounting qualification, advanced Excel modelling expertise, strong commercial acumen, and reporting tools such as Workday Adaptive Planning, NetSuite, Power BI, Sharperlight, or equivalent systems to influence stakeholders and support the delivery of the EMEA business plan
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What we offer
- Comprehensive remuneration: Motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences, and skills profile
- Pension Scheme: Generous employer contribution with the ability to allow and increase employee contributions
- Wellbeing: Additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test, and corporate GP
- Annual leave: All our employees are entitled to 25 days paid leave, plus all UK public holidays. Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: We recognize the value of working flexibly and are keen to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements
- Support and development: We will ensure you have the right training, tools, and development plan to grow and improve your skills every day
Qualifications
- You are a qualified accountant (CIMA, ACA, ACCA, or equivalent) with a strong accounting foundation, preferably gained in practice, and at least five years of post-qualification experience in FP&A, commercial finance, or finance business partnering.
- You possess advanced Excel and financial modelling skills, with proven expertise in forecasting, scenario analysis, budgeting, planning, and delivering data-driven insights to support business decisions.
- You have experience with reporting and planning tools such as Power BI, Workday Adaptive Planning, Sharperlight, NetSuite, or equivalent platforms, enabling efficient analysis and performance reporting.
- You demonstrate strong commercial acumen, effectively linking financial performance to business drivers, operational outcomes, and strategic objectives while working within global or multi-jurisdictional environments and multi-currency reporting structures.
- You excel at stakeholder management and communication, confidently presenting complex information to senior management and board-level audiences, influencing decisions, challenging assumptions constructively, and delivering high-quality outputs independently under tight deadlines.
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Additional Information
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable, and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees – from 94 nationalities, across 24 countries – to each achieve their potential. Through IQ-EQ Launchpad, we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Department
Client Services
Type of Hire
Permanent
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