A fantastic new opportunity within Brown Shipley for a Finance MI Assistant to join the team in London, located just a few minutes walk from Bank tube station.
We are dedicated to building a supportive and inclusive culture. We offer a wide variety of employee benefits and invest in different ways to support personal and professional development at every stage of your career.
We are always seeking talent with different ways of viewing the world and varied experiences at all levels. So, whatever your background, we’d be pleased to receive your application.
Management reporting month end tasks
a. Preparation of the monthly management reporting pack for presentation to the Executive Committee and BSCO Board (Quarterly) covering P&L, Balance Sheet, Capital, RWAs, AUM & Flows, FTE
b. Preparation of the monthly Flash P&L report for submission to the Group FP&A team.
c. Preparation of the monthly P&L and Balance Sheet forecast for inclusion in the management reporting pack and submission to the Group FP&A team.
d. Preparation of FTE and staff cost forecasting in conjuction with the Payroll manager.
e. Investigation of any material variances to budget with relevant business owners for revenues and costs.
f. Assist in the production of Monthly MI reports for Front office teams at an individual client advisor, team and office level.
g. Preparation of Finance report for monthly Brown Shipley perfomance discussion with Group management.
h. Preparation of Project and Initiative tracking summaries for inclusion in the Finance Report.
i. Trend Anlaysis across all KPIs
Budget and 5 Year Forecast process
a. Responsible for preparing local budgetary and forecasting templates and models in conjunction with other members of the local FP&A team to enable efficient preparation of annual budget and 5 year Forecast.
b. Key point of contact for Group FP&A team during the process, with responsibility for the population and submission of all Group Reporting templates and adherence to budgetary deadlines.
c. Responsible for preparing Budget packs for local management to assist in the preparation and review of the local budget submission and final approval by the Executive Committee and BSCO Board.
d. Responsible for resolving any queries raised by local management and Group FP&A teams and making any required adjustments to the budget submission
a. Responsible for assisting with any ad hoc additional analysis required by the business or Group Finance teams
b. Responsible for ongoing development of the management reporting framework and aligning of reports with Group reporting templates to ensure consistency of reporting at Group and local subsidiary levels.
c. Assist Quintet BI and MIS teams to design and develop the BSCo business intelligence, data warehousing and reporting solutions in Cognos and TM1.
d. Continuously improve and develop Finance processes, reporting and documentation, including developing and designing new interactive analytic reports and dashboards for the local business.
e. Develop own professional expertise through on the job training, formal training and, where appropriate professional qualifications.
Experience in management reporting/FP&A roles, ideally within Financial Services
Extensive experience of preparing financial reports for senior management
Knowledge of how to build and maintain financial models for forecasting and budgeting
Analytical, problem solver committed to accuracy and improvement
Independently innovative and proactive. Capable of developing own skills, ideas and solutions
Excellent communicator who can clearly explain and communicate the results of their analysis
Extensive experience of extracting and manipulating data from Financial systems for report production purposes, with experience of the SAP general ledger and TM1 systems preferable but not essential
Strong Excel knowledge, with an ability to manipulate large amounts of data quickly and accurately. Experience with Power BI advantageous
Fluent in English, additional European language advantageous