Finance Analyst - FP&A

About the Department

The Finance function, led by the Chief Financial Officer, is structured into four specialist teams and three commercially focused business units supporting Interactive Investor, Adviser, and Investments. The function is further enabled by a dedicated Finance COO Office, ensuring operational excellence and strategic alignment.

Working in the Group Finance team, the Finance Analyst adds significant value to the Group FP&A team and partners with other areas of the business. The analyst supports senior business partners and senior planning managers in producing compelling analysis for key stakeholders. The role delivers regular reporting, insightful analysis, process enhancement, and partnership with stakeholder teams both within Finance and the wider business.

• Support Finance Business Partners by delivering clear financial insights and actionable analysis
• Translate complex financial data into concise, business-friendly commentary for finance and non-finance stakeholders
• Monitor performance against budget and forecast, highlighting variances and supporting corrective actions
• Contribute to forecasting and budgeting cycles, including preparation of monthly forecasts and annual plans
• Support variable compensation processes, including accrals, deferred share tracking, and fund analysis
• Maintain and enhance financial models, templates, and planning tools to support decision-making and investment analysis
• Produce regular reporting packs with insightful performance commentary and key financial metrics
• Collaborate with Group FP&A on forecasting, budgeting, and long-range planning, ensuring alignment with group standards
• Ensure data accuracy, consistency, and strong financial controls across reporting and consolidation processes
• Identify risks, opportunities, and trends while driving continuous improvement in reporting efficiency, data quality, and forecasting accuracy

• Part qualified or newly qualified accountant (ACA, ACCA, CIMA, ICAS) or equivalent (essential)
• Experience in FP&A or analytical finance roles (essential)
• Strong analytical skills with the ability to present information clearly and simply (essential)
• Strong Excel skills and familiarity with financial systems (e.g. Power BI, Oracle, Anaplan) (essential)
• Good understanding of budgeting, forecasting and performance reporting processes
• Confident working with stakeholders and building collaborative relationships
• A proactive approach to improving processes and supporting team delivery

If you need assistance or an adjustment due to a disability, please let us know as part of your application and we will assist.