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Date Added: Thu 21/08/2025

Financial Planning & Analysis

London, UK
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Company: MORGAN MCKINLEY

Job Type: Permanent, FullTime

Salary: £80,000 - £90,000 per annum

An established Investment Manager based in London is seeking an experienced Financial Planning & Analysis (FP&A) Analyst to join their team. This is a fantastic opportunity for a hands-on finance professional with strong modelling and data skills to play a key role in shaping the firm's revenue reporting and forecasting processes as they prepare for a new system implementation.

This role is an initial 6-month FTC, with the candidate required to be able to start within 4 weeks.

Key Responsibilities:
  • Redesign and improve existing Excel-based revenue models to ensure accuracy and scalability.

  • Clean, streamline, and structure financial and operational data for enhanced reporting.

  • Support the implementation of a new financial system by improving data quality and reporting processes.

  • Build and maintain financial models in Excel to support revenue forecasting and scenario planning.

  • Develop dashboards and management reports to provide meaningful insights to senior stakeholders.

  • Collaborate with finance, operations, and technology teams to ensure best use of financial data.

Candidate Profile:
  • Strong experience within FP&A or a financial analysis role, ideally gained within investment management or broader financial services.

  • Advanced Excel modelling skills with a proven track record of building and improving revenue models.

  • Strong understanding of data management and experience cleaning/structuring datasets.

  • Experience designing and building dashboards; Power BI knowledge is highly desirable.

  • Proactive, detail-oriented, and able to communicate insights effectively to both finance and non-finance stakeholders.

This role would suit someone who thrives in a growing, change-oriented environment and wants to directly contribute to building a more robust FP&A function.

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