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ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.
We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
Job DescriptionWe are seeking a strategic and results-driven Financial Planning and Analysis (FP&A) Manager to lead our FP&A function within a dynamic finance team. In this leadership role, you will oversee the financial planning, budgeting, forecasting, and performance analysis processes. You will partner closely with senior leadership and cross-functional teams to deliver insights that drive strategic decision-making, optimize financial performance, and support long-term business objectives. The ideal candidate will bring strong analytical acumen, excellent communication skills, and a proven ability to lead and influence in a fast-paced environment.
Key Responsibilities:
- Strategic Financial Planning: Lead the development and execution of annual budgets, quarterly forecasts, and long-range financial plans in alignment with corporate strategy.
- Performance Analysis: Oversee the analysis of financial results, key performance indicators (KPIs), and business trends to identify risks, opportunities, and areas for improvement.
- Executive Reporting: Deliver high-quality financial reports and presentations to senior leadership, including variance analysis, scenario modeling, and strategic insights.
- Business Partnership: Act as a trusted advisor to business unit leaders, providing financial guidance, decision support, and alignment with organizational goals.
- Variance and Trend Analysis: Lead investigations into financial variances, identify root causes, and recommend corrective actions to improve financial outcomes.
- Data Integrity and Systems: Ensure accuracy and consistency of financial data across systems; drive automation and optimization of reporting tools and processes.
- Process Leadership: Champion continuous improvement initiatives across FP&A processes, tools, and methodologies to enhance efficiency and effectiveness.
Ad-hoc Strategic Support: Provide financial modeling and analysis to support strategic initiatives, investment decisions, and business case development.
Qualifications- Bachelor’s degree in Finance, Accounting, Economics, or a related field (CA, CFA, or MBA preferred).
- 5+ years of progressive experience in financial planning and analysis, with at least 1–2 years in a managerial or lead role.
- Advanced proficiency in Microsoft Excel and financial modeling; experience with financial planning systems (e.g., Workday).
- Strong analytical and problem-solving skills with a strategic mindset.
- Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
- Proven ability to manage multiple priorities and deliver results under tight deadlines.
- High attention to detail and commitment to data accuracy and integrity.
Preferred Skills:
- Experience with scenario planning, ROI analysis, and strategic forecasting.
- Knowledge of financial reporting standards (e.g., GAAP, IFRS).
- Background in a fast-paced, high-growth environment; experience in the professional services industry is a plus.
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
As a forward-looking business, sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,500+ employees - from 94 nationalities, speaking 41 languages across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support female managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
