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Financial Planning & Analysis Associate

  • Job
    Full-time
    Entry Level
  • Accounting & Tax
    Banking & Finance
  • London

AI generated summary

  • You need a degree in a numerical field, strong analytical skills, experience in building models, and proficiency with data systems. Accounting qualifications and SQL knowledge are pluses.
  • You will manage annual planning, forecasts, and reporting, deliver insights, improve financial processes, develop KPIs, drive scenario modeling, and support key finance projects.

Requirements

  • Bachelor’s degree or equivalent in a numerical subject, with strong academic credentials
  • Excellent analytical skills with an ability to think independently and draw conclusions
  • Experience building detailed models and forecasts in a complex environment
  • Full or partial accounting or management accounting qualification is a plus.
  • Comfortable extracting and combining data from a variety of systems
  • Comfortable working with multiple stakeholders on all levels of the organisation
  • Able to consistently organise own workload and projects
  • Humility and willingness to learn from others
  • A team player who can work with stakeholders in other functions to achieve objectives
  • Knowledge of SQL would be advantageous

Responsibilities

  • As an FP&A Associate with AlphaSights, you will:
  • Take responsibility for parts of the annual business plan as well as regular forecasts and management reporting against the plan
  • Deliver insight and analysis which helps the business to achieve strategic goals
  • Implement improved processes, systems, and analytical tools to improve the quality of forecasts, budget, and financial analysis
  • Develop and implement KPIs and metrics that support the business strategy and support the ongoing performance reviews between Finance and senior management
  • Drive scenario modelling and planning to support business strategies and targets and manage capex forecasting
  • Support key projects within the broader finance function

FAQs

What is the job title for this position?

The job title is Financial Planning & Analysis Associate.

What team will I be working with?

You will be working with the Finance team at AlphaSights, which is an expanding global function responsible for planning, accounting, and controlling.

Who will I report to in this role?

You will report directly to the Group’s Director of FP&A.

What are the key responsibilities of the Financial Planning & Analysis Associate?

Key responsibilities include taking responsibility for annual business planning, delivering insights and analysis, implementing improved processes, developing KPIs, driving scenario modeling, and supporting key finance projects.

What qualifications are required for this role?

A Bachelor's degree or equivalent in a numerical subject with strong academic credentials is required. Experience in building detailed models and forecasts, as well as strong analytical skills, is also essential.

Is accounting qualification beneficial for this position?

Yes, full or partial accounting or management accounting qualifications are considered a plus.

What technical skills are preferred for this job?

Knowledge of SQL is advantageous, as well as comfort with extracting and combining data from various systems.

What kind of work environment can I expect?

You can expect a fast-paced environment with measurable deliverables and a team-oriented, strongly supportive culture emphasizing transparency and continuous feedback.

What benefits and compensation are offered for this position?

The compensation includes a salary of £36,000 per annum, financial support and study leave for accounting qualifications, a 4% matched pension contribution, comprehensive private health and dental insurance, vacation days, and the option to work from home on Thursdays and Fridays.

Are there opportunities for professional development?

Yes, there are opportunities for professional development, including support from the Professional Development Team to help you expand your Finance skills and career trajectory.

How does the company handle workload organization?

The company encourages associates to consistently organize their own workload and projects effectively.

What is the company culture like?

The culture at AlphaSights emphasizes a team-oriented and supportive environment that celebrates wins and focuses on professional development.

The Global Leader in Knowledge On-Demand

Consulting
Industry
1001-5000
Employees
2008
Founded Year

Mission & Purpose

Founded in 2008, AlphaSights is the global leader in knowledge on-demand. We connect investors and business leaders with the knowledge they need to succeed. Working from nine cities globally, our 1500§ colleagues provide round-the-clock coverage to the world's top investment funds, consultancies, and Fortune 500s. Learn more about us at alphasights.com.

Culture & Values

  • Results-Orientation

    Are you energized by results and outcomes? We focus on results — look at every angle of a problem, come up with actionable solutions, and execute on ideas that maximize outcomes. Our success is driven by how much value we provide to our internal and external clients and other stakeholders. Wherever we can, we tie rewards to results and outcomes.

  • Drive

    Do you excel beyond what’s asked of you? For us, success begins at the extra mile: we embrace a whatever-it-takes mindset, push ourselves beyond our comfort zones, and challenge ourselves to continuously improve.

  • Adaptability

    Do you thrive in an ever-changing environment? Our work is full of changing circumstances so we pivot quickly and think on our feet. We embrace ambiguity and change with confidence and positivity.

  • Humility

    Do you view yourself as a constant ‘work-in-progress’? We believe that yesterday’s home runs don’t win today’s games. We approach every day not with a sense of entitlement, but with a growth mindset. We believe that a better version of ourselves and AlphaSights is always on the horizon.

  • Empathy

    Can you see the world through other’s eyes? We believe that the path to our own success starts from the success of others — our clients, our colleagues, and our industry professionals. We actively seek to understand others’ experiences and perspectives, and to build and maintain lasting, trust-based relationships with those whom we encounter.

Benefits

  • Paid time off & flexibility

    • 25 days annual holiday• Optional WFH on Friday plus an additional four WFH days per quarter• Business closure during Christmas week

  • Learning & development

    • AlphaCurriculum enrollment• Industry-leading management training• External coaching at leadership level

  • Financial benefits

    • Uncapped monthly performance pay bonus • Employer pension matching• Subsidised lunch catering• Referral bonus for a successful full-time hire

  • Health insurance

    • Comprehensive AlphaSights-sponsored private medical scheme• Comprehensive AlphaSights-sponsored dental cover• Eyecare vouchers

  • Wellness & connectivity

    • Corporate gym rates• In-office exercise classes and AlphaSights sponsored sports teams• Meditation apps• Employee Assistance Program• Mental health first aiders onsite• Breakfast, fresh fruit, snacks, coffee, tea, ando ther drinks• In-office socials and annual Christmas party