FP&A Manager

• A highly experienced FP&A Manager with over 15 years of expertise, specialising in the wealth management sector.
• Successfully implemented a rolling quarterly forecasting process, replacing annual budgeting and improving accuracy and efficiency.
• Designed and introduced bespoke forecasting tools, enhancing process automation and reducing manual effort.
• Delivered Board and executive presentations, influencing strategic decision-making.
• Spearheaded client profitability analysis, enabling more effective pricing and efficiency savings.
• Partnered with HR to model and optimise staff remuneration strategies.
• Conducted M&A valuations and due diligence, supporting key organisational transactions.
• Created high-quality reports and MI, enhancing firm-wide understanding of revenue drivers.
• Developed competitor analysis frameworks, providing actionable insights for business strategy.
• Built robust financial models, supporting scenario planning and new business initiatives.