Financial Planning & Analysis (FP&A) Specialist

Reference: 13880

Investec – Where Out of the Ordinary Happens At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for out performance, you'll help shape bold solutions for clients who expect something more than the ordinary.

The Financial Planning, Analysis and Strategy function plays a central role in supporting Investec plc's strategic decision-making. The team develops financial forecasts, produces insight-led performance analysis and partners across the business to support executive-level decision-making and drive financial performance.

This role resides with the Central FP&A team and is responsible for producing group management reporting including reports to the Board, liaising closely with Investor Relations during market updates, providing ad-hoc analytical support for strategic decision making and partnering with Technology to evolve our core Finance technology capabilities.

What will I be doing?

This is an opportunity for a commercially minded FP&A professional to gain exposure to senior decision-making, group-level performance reporting, market-facing analysis and finance transformation in a banking environment.

Key responsibilities include:

Review financial performance, identify key drivers and work with Finance Business Partners to explain results and drive performance

Creation and distribution of regular ExCo Reports and Board papers

Coordinating regular financial forecasts of P&L and key Banking KPIsConsolidating the annual 3-year P&L & Balance Sheet plans

Supporting Investor Relations' preparation for Earnings calls

Collating and reviewing the annual stress scenarios as prescribed by the Stress Testing and Capital Planning teams

Assistance in preparing the presentation of the final plans by senior management to the Board Monitoring and analysing industry trends and market conditions to identify opportunities and risks

Driving system improvements to continue streamlining processes and ensuring new business and reporting requirements are accommodated

Elevating existing reporting standards as necessary

Supporting the ongoing Finance Transformation agenda and other ad-hoc projects as required

Core skills and knowledge:

Qualified accountant, or equivalent professional qualification, with relevant post-qualification experience in FP&A, management accounting or financial performance analysis

Excellent written and verbal communication skills

Strong stakeholder-management skills, with the confidence to build relationships, influence outcomes and work effectively with senior Finance and business stakeholders

Ability to effectively manage conflicting priorities

Pragmatic approach to problem solving

Strong attention to detail

Pro-active work-ethic and high levels of curiosity

Strong Excel and PowerPoint skills

Knowledge of Oracle Fusion or Essbase/Hyperion desirable

Previous experience in Financial Services/Large Corporate (Preferred)
As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong.

It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every  part of something Out of the Ordinary.

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