FP&A Analyst - Global Financial Services Firm - Investigo
Job description
Original text imported from Reed
We’re seeking a an FP&A Analyst to join our global financial services client. This role sits at the heart of the business, supporting Senior Management and front-office leaders across the globe. If you enjoy analysing data, driving insights, and influencing business performance, this is an exceptional opportunity.
About the Role
As part of the FP&A team, you’ll analyse and interpret financial and non-financial information to help the business evaluate, control, and maximise profitability. You’ll prepare high-quality reporting for Executive Managing Directors, the COO, and CFO.
Key Responsibilities
- Prepare and deliver monthly Executive packs
- Analyse performance trends, profitability, and compensation ratios
- Support forecasting and budget vs actual reporting
- Lead weekly performance reviews with regional Business Managers
- Maintain front office reporting models, hierarchies, and Insight reports
- Contribute to enhancements in Finance MI and support Tableau adoption
- Provide ad-hoc analysis for senior stakeholders
What We’re Looking For
- Strong analytical & financial modelling skills
- Experience in FP&A, finance, analytics, or a similar role
- Ability to interpret complex data
- Strong Excel skills; exposure to Tableau or other BI tools is a plus
- A proactive mindset
- Confidence working with senior stakeholders in a fast-paced environment
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your FP&A experience prominently as this role specifically requires Financial Planning & Analysis expertise
📊 Quantify your reporting impact: "Delivered monthly Executive packs to 12 Managing Directors, improving decision speed by 25%"
🌐 Emphasise your Tableau or BI tools experience as the role supports Tableau adoption initiatives
🎯 Showcase your stakeholder management skills with C-suite executives (COO, CFO level)
🤝 Demonstrate your financial modelling capabilities with specific examples of forecasting accuracy improvements
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Delivered monthly Executive reporting packs to 8 Managing Directors and C-suite executives, reducing decision-making time by 30%
- •Led weekly performance reviews with 12 regional Business Managers across EMEA and APAC, identifying £2.3M in cost optimisation opportunities
- •Built comprehensive financial models for quarterly forecasting with 95% accuracy rate, supporting budget vs actual variance analysis for front office operations
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Dear Hiring Manager,
Your FP&A Analyst role at this global financial services firm represents exactly the type of strategic finance position where I can leverage my financial modelling expertise and executive reporting experience. The opportunity to support COO and CFO decision-making while driving Tableau adoption aligns perfectly with my analytical background.
My background in financial planning and analysis has equipped me with the skills to deliver high-quality Executive packs and lead performance reviews with senior stakeholders across global operations.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach building a financial model for forecasting quarterly performance?
- ›Describe your experience with Tableau or similar BI tools for financial reporting
- ›How do you ensure accuracy when preparing budget vs actual variance analysis?
- ›What Excel functions do you use most frequently for financial analysis?
- ›How would you design an Executive dashboard for tracking profitability metrics?
Behavioural
- ›Tell me about a time you had to present complex financial data to senior executives
- ›Describe a situation where you identified a significant performance trend that others missed
- ›How do you handle tight deadlines when preparing monthly Executive reporting packs?
- ›Give an example of when you influenced business decisions through your financial analysis
- ›Tell me about a time you had to work with stakeholders across different regions or time zones
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you had to present complex financial data to senior executives
Describe a situation where you identified a significant performance trend that others missed