Head of Financial Planning Analysis (FPA)
Moneyfarm, Italy
Job Description
Who we are:
We’re a pan-European digital wealth manager with 90,000 active investors (growing fast!) and over 2.5 billion on our platform. With 200+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and Mamp;G.
Moneyfarm product offer recently widened with the acquisition of Profile Financial Solutions Ltd (Profile Pensions), the UK digital pension adviser and pensions consolidator with 24,000 customers and over 870m of AUM.
Thanks to the merger with Profile Pension, Moneyfarm will grow into a larger and broader player, with a significant depth of proposition in digital wealth management across the UK and Italy with a stunning 3.3bn in AUM and over 115,000 customers.
We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
Candidates who belong to 'Categoria protetta' (Legge 68/99) are more than welcome!
Responsibilities
- Lead end-to-end planning, budgeting, forecasting and reporting cycles, preparing timely and accurate information and insights to the CFO amp; Exco
- Preparation and evaluation of complex financial models and elaboration of investment cases
- Partner with the executive team to deliver in-depth financial analyses and develop fact-based recommendations to help make informed business decisions.
- Build strong working relationships with corporate controllership and collaborate to deliver structured, high quality accurate financial reporting on the basis of streamlined processes.
- Lead the development, monitoring and in-depth analysis of key performance indicators, financial performance and risk analysis, business case and return on investment modelling
- Lead FPamp;A transformation initiatives.
Requirements
Role requirements
- The candidate must have 6+ years of FPamp;A experience
- Excellent business judgement, communication and interpersonal skills
- Strong strategic thinking, analytical amp; evaluation skills
- Advanced Excel, PowerPoint and data modelling skills. Knowledge of SQL
- Enthusiasm for taking on new responsibilities, even if outside areas of expertise
- Able to work in extremely fast-paced environment, collaboratively, and autonomously
- Highest level of integrity and good judgement
- Comfortable working hands-on under pressure with a resourceful, service-oriented and positive attitude
- Excellent business judgement, communication and interpersonal skills
- Fluent in English, written and spoken
- Previous experience with strategic consulting, investment banking is a plus
- Knowledge of FPamp;A tools like Anaplan, Planful, Pigment is a plus