Financial Planning & Analysis - Morgan McKinley : Job Details

An established Investment Manager based in London is seeking an experienced Financial Planning & Analysis (FP&A) Analyst to join their team. This is a fantastic opportunity for a hands-on finance professional with strong modelling and data skills to play a key role in shaping the firm's revenue reporting and forecasting processes as they prepare for a new system implementation.

This role is an initial 6-month FTC, with the candidate required to be able to start within 4 weeks.

• Redesign and improve existing Excel-based revenue models to ensure accuracy and scalability.

• Clean, streamline, and structure financial and operational data for enhanced reporting.

• Support the implementation of a new financial system by improving data quality and reporting processes.

• Build and maintain financial models in Excel to support revenue forecasting and scenario planning.

• Develop dashboards and management reports to provide meaningful insights to senior stakeholders.

• Collaborate with finance, operations, and technology teams to ensure best use of financial data.

• Strong experience within FP&A or a financial analysis role, ideally gained within investment management or broader financial services.

• Advanced Excel modelling skills with a proven track record of building and improving revenue models.

• Strong understanding of data management and experience cleaning/structuring datasets.

• Experience designing and building dashboards; Power BI knowledge is highly desirable.

• Proactive, detail-oriented, and able to communicate insights effectively to both finance and non-finance stakeholders.

This role would suit someone who thrives in a growing, change-oriented environment and wants to directly contribute to building a more robust FP&A function.