FP&A and Projects Analyst

Job Description

Office: London (hybrid)

Department: Finance                   

The past year has seen a significant increase in the portfolio of responsibilities under the UK and Ireland finance team.  Due to both organic and acquisitive growth the team now has responsibility for over 30 companies, both regulated and non-regulated across a mix of locations.

IQEQ is an exciting place to work, constantly evolving and the internal Finance Team is proud to be a key business influencer and supporter of change management.   As a key member of the finance team, the FP&A and Projects Analyst will be working closely with the Finance Team in local jurisdictions in the UKI region, supporting the Senior FP&A + Projects in delivering all aspects of the financial planning process and other transformational changes, which may include acquisition integrations and other process and system improvements.

The successful candidate is a curious delivery-focused finance professional with a keen desire to understand the underlying commercial drivers and support the improvement in business processes.  You will need to be a qualified accountant with a sound academic background and logical career progression. Excellent excel modelling skills and ideally NetSuite and Workday systems understanding.  Communication skills with an ability to develop effective working relationships with a diverse stakeholder group. 


Financial Planning & Analysis:

  • Responsible for financial data input / management Workday Adaptive Planning system to support monthly forecasting, budgeting cycle.
  • Responsible for FTE & Headcount UK&I reporting and analysis against Budget & Forecast.
  • As part of the FP&A team, support the analysis, review and articulation of each budget and forecast to the Group FP&A Team and external stakeholders
  • Analyse financial data and prepare reports comparing actual results against budgeted and forecasted results to identify variances and where appropriate recommend corrective actions, providing added value and insightful commentary to director level audience.
  • Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team


Support on various transformational finance projects.  These are varied at any given point in time, but can include:

  • Finance systems migrations
  • Finance & Commercial system integrations
  • Company mergers/restructures
  • Development of reporting tools & processes
  • Support in the delivery of enhancements of core finance systems


  • Qualified Accountant (CIMA, ACCA or Equivalent) with practice background preferred with strong accounting capability
  • Post qualification experience in industry would be advantageous
  • Strong excel skills, with financial modelling experience being essential
  • Experience with Power BI, Workday, Sharperlight (or equivalent reporting tool) and Netsuite will be of a distinct advantage
  • Capable of working to meet tight deadline deliverables, and able to be flexible to prioritise multiple tasks and deliverables at one time
  • Ability to summarise findings and conclusions in a succinct and professional manner, tailored to senior management and board level audience
  • Ability to work independently and as part of the wider team
  • Understanding of multi-currency, working in a global environment.

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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