Financial Planning and Analysis Manager

We are working with a leading investment management firm looking to appoint a qualified finance professional to its Financial Planning & Analysis team.

This is a hands-on FP&A role with a significant focus on Workday Adaptive Planning. Candidates must have practical experience building models and managing integrations within Adaptive.

The role:

• Build new financial planning models within Workday Adaptive Planning, working directly with stakeholders to understand requirements.
• Maintain and enhance existing models, including three-statement financial models.
• Run Adaptive integrations during each forecast cycle, pulling the latest data from source systems.
• Investigate and resolve integration, system, data and reconciliation issues.
• Validate data and model outputs to ensure accuracy and integrity.
• Develop forecasting, planning and analytical models to support strategic decision-making.
• Analyse financial and non-financial performance and communicate key drivers to stakeholders.
• Build financial models and business cases for investments and strategic initiatives.
• Identify opportunities to improve and automate FP&A processes.
• Strong Workday Adaptive Planning experience.
• Demonstrable experience building and developing models within Adaptive.
• Hands-on experience with Adaptive integrations, including running integrations and resolving data/reconciliation issues.
• Strong FP&A, forecasting and financial modelling experience.
• Experience working with three-statement financial models.
• Advanced Excel skills.
• Strong stakeholder management and communication skills.
• Qualified finance professional.

Experience with data visualisation, SQL, Python, M or LLM/AI tools would be beneficial but is not essential.

This position would particularly suit someone who enjoys combining FP&A, financial modelling and planning systems and wants to play a key role in developing the firm’s Adaptive environment.

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