Financial Planning and Analysis Analyst | HYBRID | DAY 1 HMO

ABOUT IQ-EQ  

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

THIS ROLE:

This role is a Financial Planning & Analysis (FP&A) position focused on supporting budgeting, forecasting, and financial reporting activities. The successful candidate will be responsible for maintaining accurate financial data within Workday Adaptive Planning, ensuring data integrity across systems, and supporting monthly forecasting and budgeting cycles. They will analyze financial performance, prepare variance reports comparing actual results against budgets and forecasts, and provide meaningful insights and commentary to finance leaders and senior stakeholders. The role also involves ad hoc financial analysis, reporting, and modelling to support business decision-making. Ideal candidates will have strong Excel and financial modelling skills, experience with reporting tools such as Workday, Power BI, or NetSuite, the ability to manage multiple priorities under tight deadlines, and strong communication skills to effectively present financial findings to senior management and board-level audiences.

What you'll do

• You'll be responsible for financial data input and management within the Workday Adaptive Planning system to support monthly forecasting and budgeting cycles.
• You'll be responsible for acting as the gatekeeper of quality data across all relevant systems, driving remedial and corrective actions where necessary.
• You'll support the analysis, review, and articulation of budgets and forecasts to the Cluster Finance Lead and business owners.
• You'll analyse financial data and prepare reports comparing actual results against budgeted and forecasted outcomes, identifying variances and providing insightful commentary to director-level audiences.
• You'll support ad hoc reporting, analysis, and modelling requests as part of the wider FP&A team.

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
• Wellbeing: Additional social benefits such as HMO coverage on your Day 1 with 2 dependents covered and group life and accident insurance
• Annual leave: All our employees are entitled to 26 days paid leave
• Hybrid working arrangement: We recognise the value of working flexibly and is 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

ABOUT YOU

• You have post-qualification experience in industry, which would be advantageous.
• You possess strong Excel skills, with financial modelling experience being essential and you have experience in any reporting tools (Experience in using Workday, PowerBI, NetSuite, would be a distinct advantage but not required).
• You are capable of working to tight deadlines and can flexibly prioritize multiple tasks and deliverables simultaneously.
• You have the ability to summarize findings and conclusions in a succinct and professional manner, tailored to senior management and board-level audiences.
• You can work independently while also contributing effectively as part of a wider team.

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 programmes 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.