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Fp&a analyst

Monza
Moneyfarm
Pubblicato il Pubblicato 11h fa
Descrizione

PWe’re a pan-European digital wealth manager with 68,000 active investors (growing fast!) and over £2 billion on our platform. With 130+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in London. /ppbMission /b /ppTo provide investment solutions and advice to protect and grow client wealth over time. /ppOur Core Values /ppbWe’ve built our business on three Principles : /b /pulliRelationships are our first asset : We’re one team, built on trust, honesty, and transparency. We value our relationships above all else. /liliTrust drives success : We give each other the space to grow. We empower our employees to succeed, so they can make a real impact. /liliOur customers dream big, just like us : We see the bigger picture and ensure our customers do too. We’re always focused on the best outcomes for our clients and each other, regardless of the goal or the size of the dream. /li /ulpbWhat this means in practice /b /ppAt Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are—backgrounds, experiences, talents, knowledge, and individual differences. This diversity makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our focus is on individual impact and output. /ppbAbout the role /b /ppThis role is based in our Milan office with the possibility of working remotely three days per week. /ppPlease upload your CV in English when applying. /ppbPosition Overview /b /ppWe are hiring an FPA Analyst to support our growing team and help shape the company's direction. You will support the Head of FPA as part of the finance team and collaborate with all departments. Your responsibilities include maintaining the financial model, updating budgets and forecasts, and providing financial insights to the Commercial and Marketing teams. /ppbResponsibilities /b /pulliMaintain the financial planning model with data from the ERP system and visualization tools. /liliParticipate in monthly closing activities and collaborate on management reporting and board presentations. /liliWork with marketing and commercial management to prepare budgets, forecasts, and KPIs. /liliSupport new business initiatives, including business cases and promotion analyses. /liliPartner with the Data team to calculate incentive schemes. /liliEnhance forecasting processes and tools for efficiency. /liliCollaborate on purchase order management with the accounting team and stakeholders. /liliPropose automation improvements for processes and systems. /liliAssist the Head of FPA in building budgets and forecasts by department or business unit. /li /ulpbRequirements /b /pulliAt least 1 year of experience in financial planning analysis or a similar finance role. /liliBachelor’s degree in accounting, finance, economics, or related field from a reputable institution. /liliStrong financial and analytical modeling skills. /liliProficient in Excel, capable of managing large datasets. /liliExcellent communication skills and ability to work in a small team. /liliAbility to work under pressure and meet deadlines. /liliFlexible and able to handle multiple projects. /liliFluent or advanced in English, both spoken and written. /liliExperience in Financial Services is a plus but not required. /li /ulpJ-18808-Ljbffr /p #J-18808-Ljbffr

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