Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Finance & Tax
  • Division:
    Finance & Tax
  • Employment Type:
    Full time
  • Salary:

Accountant Financial Planning & Analysis (12 Month FTC) Part Qualified (4953)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

What does the team do?

The management reporting team directly supports the business by driving the development and delivery of reporting and management information across the bank and the corresponding infrastructure to support this.

What does the role involve?

Reporting to the Head of Client Segment Management Reporting and focusing on the delivery of consolidated reporting, the FP&A Analyst will be responsible for:

  • Supporting the delivery of high quality financial analysis and the presentation of financial information.
  • Assisting the production of monthly management information reporting for the Specialist Bank Business Heads and Finance Management.
  • Building routines to ensure that the desired information can be produced to a consistently high standard on a periodic basis (monthly / quarterly).
  • Supporting the production of high-quality budgets and forecasts and understanding how these relate to the strategy of the businesses.
  • Production of weekly asset pipeline reporting.
  • Production and co-ordination of consolidated daily flash P&L reporting.
  • Engaging with IT teams to help automate and improve reporting, ensuring high quality analysis is available to our key stakeholders
  • Assisting with ad hoc reporting at a consolidated level for management reporting purposes.

What are we looking for in the successful candidate?

Technical knowledge / skills

  • Part-Qualified/Qualified Accountant.
  • Prior planning and analysis experience (desirable) 
  • Knowledge of Financial Services and Banking Products (desirable)
  • Strong Excel and data manipulation skills.
  • Knowledge of Hyperion or other MIS systems
  • Understanding of relevant risks and controls
  • Regulatory Knowledge as applicable to role (compulsory)

Other skills and personal attributes?

To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)

Other attributes that would be helpful, but not essential for the role?

  • Strong change capability and proactive attitude
  • Knowledge of MI systems which can enhance delivery to the business
  • Analytical skills
  • Client Relationship skills
  • Communication skills

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Charmaine Bannerman

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance