Financial Planning and Analysis Manager

Join EFG as a Financial Planning and Analysis Manager, where you will drive the implementation and enhancement of financial planning and analysis tools, models, and processes. You will ensure accuracy, consistency, and transparency in financial data, providing key stakeholders with the analysis needed to inform decision-making and support strategic initiatives. As a key member of the Controlling & FP&A team, you will be responsible for Group forecasting, long-range planning, and financial modeling, while partnering closely with the wider finance team and senior leaders across the business.

• Driving the implementation and enhancement of financial planning and analysis tools, models, and processes.
• Owning and enhancing the Group integrated 3-statement financial model and supporting the preparation of the Group 5–10-year plan.
• Partnering with stakeholders across the business to assess strategic initiatives and develop financial models to support commercial and operational decision-making.
• Analytical Skills: Your strengths lie in robust financial and analytical acumen, allowing you to interpret complex data effectively and support strategic decision-making
• Technical Proficiency: You are highly proficient in Microsoft Excel & Google Sheets, including experience with 3-statement financial model building, and presenting financial information using slides and visualisation tools
• Problem Solving: Strong critical-thinking abilities empower you to identify and tackle financial and operational challenges effectively
• Qualifications: Chartered Accountant (ACA, ACCA, CIMA) or equivalent qualification with 4+ years PQE
• Work Ethic: You are a proactive self-starter who prides yourself on accountability, attention to detail, and the professional presentation of your work
• Adaptability: You are a quick learner used to working in agile environments and managing multiple priorities simultaneously
• Experience: You have a strong foundation in financial analysis and experience translating financial outputs into clear stakeholder insights. Experience within FP&A, transaction services, corporate finance, or a similar analytical finance environment is advantageous
• Communication: Your communication skills, both written and verbal, allow you to present financial information clearly and confidently to senior stakeholders