Lead financial planning, forecasting, and performance reporting for the UK and Europe business, providing analysis and insight to enable effective decision-making. Own the coordination and delivery of budgeting, forecasting, and management reporting processes, ensuring accuracy, data integrity, and timely delivery.
Financial Planning & Forecasting
Coordinate the annual budget and regular forecast processes, managing inputs, timelines, and planning models
Own the production and review of forecast updates, including variance analysis against budget and prior forecasts
Manage and review financial models for scenario analysis, planning assumptions, and decision support
Performance Reporting & Insight
Lead analysis of performance against budget and forecast, identifying key drivers, trends, and implications
Review and communicate risks and opportunities, supported by robust data and clear recommendations
Coordinate finance business partnering activities with operational and commercial teams
Own the provision and review of financial analysis for decision-making, including cost tracking, client deepdives and revenue performance
Review the financial impact of initiatives, including pricing, cost efficiency, and project performance
Management Reporting & Data Integrity
Own the review of consistency between planning outputs and actuals, working closely with Financial Control to resolve differences
Review reconciliations across systems,



investigate variances, and coordinate resolution of identified issues
Manage data quality and integrity across planning and reporting processes, reviewing controls and addressing exceptions
Monthly performance packs with variance commentary
Ad hoc analysis (projects, costs, revenue drivers)
Skills & Experience
Qualified accountant (CA (ICAI) / CMA / ACA / ACCA / CIMA), or equivalent relevant experience
Demonstrable experience in financial analysis, management reporting, and FP&A;, with ownership of core planning cycles
Strong Excel and financial modelling capability
Ability to produce explicit, concise financial commentary
Experience coordinating budgeting and forecasting processes across multiple stakeholders
Experience working with large or complex datasets
Experience in a fast-paced environment
Experience of planning systems (Anaplan)
Strong communication skills with ability to simplify data
We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world's leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

📌 Financial Planning and Analysis Reporting Accountant (Gurugram)
🏢 FNZ
📍 Gurugram