Lead Analyst - FP&A

Role purpose

• Provide financial planning and analysis and business partnering support for the Group’s Central and Shared (C&S) UK cost base.

Key accountabilities

Business Partnering

• Act as a Finance business partner to key Central and Shared UK functions and engage with relevant stakeholders to build your knowledge of their functions
• Ensure full communication and integration between Finance and the respective function ensuring that you fully understand the functions you partner with and can add value to your stakeholders

Month-End Reporting

• Provide input into mid-month flash process for the UK C&S functions by calculating the expected result based on your latest knowledge
• Provide month-end financial support including reviewing the GL, calculating accruals/prepayments/recharges and any other adjustments and sending to the GCC team for posting
• Provide month-end variance analysis and commentary for the UK C&S cost base vs Flash and Budget/Latest Forecast to the C&S FP&A Manager
• Support C&S FP&A Manager in preparation of the monthly C&S MBR pack
• Maintain a list of Risks & Opportunities vs Budget/Latest Forecast for each UK C&S function and actively look for opportunities to reduce costs
• Prepare detailed and insightful monthly financial reporting packs for the relevant functions
• Support the C&S year-end close process including accrual reviews, WIP memos, FAR verification, intangibles memo for the legal entity
• Support in preparation of any ad hoc reporting for C&S including for Exec/Board reporting

Budgets and Forecasts

• Partner with functional stakeholders to build Budgets and Forecasts for the UK C&S cost base (both costs and FTEs) throughout the year, and input these into Oracle
• Support the C&S FP&A Manager with building the Budget and Forecast decks for discussion with Finance Leadership

Projects and Investment Committee

• Support the business with any SOWs/feasibility studies/business case preparation and provide insightful challenge
• Support with in-flight project cost tracking
• Provide support to C&S FP&A Manager in the running of the Investment Committee process

Experience and personal qualities:

Relationship management

• Ability to create positive relationships across multiple jurisdictions and cultures
• Ability to communicate effectively with stakeholders across a wide range of seniority, both internally and externally
• Build credibility throughout the global commercial organisation as a creative and supportive function whilst maintaining Group standards on governance and control.

Communication

• Actively communicate and seek feedback from colleagues and customers
• Be proactive in the provision of feedback and the delivery of ideas to develop and improve solutions relating to Travelex Finance

General

• Undertakes any necessary training associated with the duties of the post and participates in training and development procedures
• Complies with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
• Maintains confidentiality and observes data protection guidelines
• Manage expenses in accordance with Company Expense Policy
• Carries out any other reasonable duties commensurate with their capability

Essential

• Qualified Accountant 
• Relevant degree from a good university
• Strong Excel skills
• Strong business partnering and stakeholder management skills (internal and external) and across matrix reporting lines
• 5+ years commercial experience gained in blue chip companies as well as an excellent professional background

Desirable

• Experience using Oracle Fusion