Job description

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

Management Accountant – FP&A (5285)

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!

Role: Management Accountant – FP&A

Location: London

Team Description

The FP&A team is a key a part of the Finance team and is responsible for all areas of Budgeting/Forecasting and monthly reporting from an individual desk level to Senior leadership and the Board

Description of role and key responsibilities

Responsible for the following:

  • Collation and submission of PLC & IBP Board Reports
  • Production of CEO report for PLC & IBP Board Reports
  • Monthly Exec Dashboard reporting
  • Collation and submission of daily IBP flash
  • Actively manage month end close process
  • Assist in the monthly forecast process

In addition, the individual would:

  • Participate in wider group initiatives including 3 Year Planning process
  • Assist in the yearly budget process
  • Be involved in the half year end and annual reporting cycle;

Core skills and knowledge

Technical knowledge

  • 1 to 2 years PQE accountant
  • Previous experience in Financial Services (advantageous)
  • Management accounting experience (essential)

System skills

  • Proficient in the use of MS Excel (essential)
  • Knowledge of JDE/Essbase/Hyperion highly desirable


  • Strong relationship management skills, able to influence and build rapport
  • Excellent communication skills, both written and verbal
  • Systematic approach in analysing and solving problems with good attention to detail
  • Ability to work to tight deadlines and under pressure, managing conflicting priorities
  • Pro-active with a strong work ethic


  • Qualified Accountant: 1 to 2 yrs PQE

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

Meet the recruiter

Dawn Ermes

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