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FNZ

Global wealth management platform for institutions

Finance Analyst

Financial AccountingPosted on Nov 12
Full-timeEdinburgh, UKNo salary listedIn-person

About the Job

Requirements

  • Experience using Microsoft Excel for data analysis.
  • Ability to manage an independent workload and meet deadlines.
  • Good verbal and written communication skills.
  • Commitment to high-quality work and attention to detail.
  • Ability to build working relationships with multiple teams and collaborate with stakeholders across the business.
  • A few years of relevant experience in a commercial finance or accounting environment.
  • Practical experience with month-end processes, balance sheet reconciliations, and financial reporting.
  • Strong Microsoft Excel skills, including the ability to analyze financial information and identify discrepancies.
  • Experience working in a fast-paced finance environment, managing competing priorities and meeting reporting deadlines.
  • Ability to work independently, take ownership of responsibilities, and use initiative.

Responsibilities

  • Produce consolidated financial reporting for the Group and reporting for some Group entities.
  • Own day-to-day financial processes for Group entities and support the Group finance function.
  • Own bank reconciliations across a portfolio of multi-currency accounts, ensure they are completed accurately and on time, and investigate and resolve reconciling items.
  • Own key month-end accounting processes, including preparing, reviewing, and posting recurring and month-end journals, while maintaining accuracy, controls, and timely close.
  • Review and approve journals prepared by the Finance Analyst, ensuring appropriate supporting documentation and accounting treatment.
  • Review accrual calculations across Group companies, challenge assumptions, and ensure balances are complete and appropriately supported.
  • Review monthly balance sheet reconciliations, identify reconciling items and aged balances, and drive their resolution.
  • Review quarterly intercompany invoices prepared by the Finance Analyst, ensuring accuracy and consistency with underlying arrangements.
  • Contribute to the Group intercompany reconciliation process by investigating differences and working with finance teams across the Group to resolve them promptly.
  • Contribute accurate financial information, analysis, and supporting schedules to the monthly Group consolidation and reporting process within reporting deadlines.
  • Provide day-to-day guidance and support to the Finance Analyst, review their work, provide constructive feedback, and support their development.
  • Own monthly profit and loss and balance sheet reviews, analyze and challenge key movements, variances, and unusual balances, and drive timely resolution of identified issues.
  • Act as a key point of contact for audit requests in areas of responsibility, prepare and review supporting documentation, and respond to audit queries.
  • Collaborate with Finance, FP&A, Tax, and other global teams to support Group Finance objectives and resolve accounting and reporting matters.
  • Support preparation and review of VAT returns across the UK VAT group, ensuring information is accurate, complete, and delivered in line with filing requirements.
  • Contribute to ad hoc Group Finance projects and process improvement initiatives, identifying opportunities to strengthen controls, improve efficiency, and enhance financial information quality.

About the Company

FNZ

Global wealth management platform for institutions

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company size
5,001-10,000
Company stage
Growth Equity (Venture Capital)
Total funding
$3B
Headquarters
London, United Kingdom
Founded
2003

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