Financial Planning Analyst

Brooks Macdonald

Financial Services

About Us

Brooks Macdonald is a discretionary investment manager, formed in 1991. Since inception, the company has grown organically - funds under management rose from £1.22bn in December 2008 to over £13bn in June 2019. We employ over 470 staff, over 60 of whom are investment managers. Brooks Macdonald has been a member of the Alternative Investment Market since 2005. Headquartered in London, the Company has numerous offices across the UK and the Channel Islands. Brooks Macdonald Group plc is committed to promoting equal employment opportunities without discrimination on the basis of race, colour, religion, belief, age, gender, sexual orientation, national origin, disability or marital status. As an employer we promote flexible working.

The Role

We are currently hiring for a FP&A Analyst to join our team based in London.

Main Duties

- To assist in building a comprehensive financial management reporting system that provides timely information to the CEO, Board, Executive Committee and other senior stakeholders to drive forecasting and monitoring
of budgets
- Through the provision of this information, enable the Executive Committee and their teams to drive revenue growth and effective cost management, giving a clear narrative to support good decision making
- Provide support in developing a robust, clear and effective planning system that gives the Executive Committee the appropriate insight into their business areas
- Contribute to developing the effectiveness of processes via increased use of PS Financials (PSF) accounting system to build reporting from the system rather than Excel
- Partner with other Group functions to support the front line businesses effectively

The Team

Experience Required

- Strong analytical and modelling skills
- Expert Excel user
- Ability to effectively manipulate large and complex data sets and draw insights from the reporting data to provide a clear narrative and areas of action
- Commercial awareness developed via experience in fast moving, profit focused businesses
- Good communication skills and ability to influence a range of stakeholders across the organization
- Strong team focus and able to work in a collaborative environment


  • - Analytical and Modelling skills - Expert Excel skills


  • English

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