Senior Analyst, Financial Planning and Analysis

About the role

Senior Analyst, Financial Planning and Analysis at Iq Eq

Overview

This position is responsible for owning the end-to-end financial planning cycle for the EMEA region. The role translates raw operational and commercial data into board-level guidance, applying sharp judgment and cross-functional collaboration to shape strategy. The focus is on protecting revenue, improving profitability, and driving business performance through rigorous analysis and decision support.

Key responsibilities

You will design intake workflows that standardize data requests and clarify ownership across finance, commercial, and operational teams. You will construct robust financial models and scenario analyses to evaluate strategic options and long-term growth levers. Coordinating with senior stakeholders, you will align forecasts with capacity, operational changes, and market conditions. You will synthesize complex metrics into concise executive narratives for leadership forums and board-level audiences. Accounting expertise, advanced Excel financial modeling, and proficiency with systems such as Workday Adaptive Planning, NetSuite, Power BI, and Sharperlight will guide decision frameworks. You will establish review routines that surface variances early, enabling timely corrective measures and ongoing performance optimization. You will shape future state targets by collaborating with commercial teams on pipeline, pricing, and customer mix decisions. Data integrity will be championed through validation of system inputs and ensuring reporting consistency across platforms.

What you will need to succeed

You hold a professional accounting credential such as CIMA, ACA, or ACCA, with a strong grounding in practice. You bring a minimum of five years of post-qualification experience in FP&A, commercial finance, or business partnering. You apply advanced Excel and financial modeling techniques to forecast, plan, and deliver data-driven insights. You have hands-on experience with tools and platforms such as Power BI, Workday Adaptive Planning, Sharperlight, NetSuite, or similar reporting systems. You connect financial performance to business drivers while navigating multi-currency reporting and global regulatory considerations. You communicate complex information clearly, influencing senior management and board-level stakeholders under tight timelines.

What we offer

Compensation is structured between 65,000 GBP and 85,000 GBP, proportionate to experience and skills profile. Pension benefits include a generous employer contribution with the option to increase employee contributions. Wellbeing support covers private health and dental care, life assurance, discounted gym membership, eye tests, and corporate GP access. Annual leave includes 25 days plus UK public holidays, with enhanced maternity, paternity, and shared parental leave. Flexible working arrangements are available, recognizing the importance of work-life balance. We provide support and development through tailored training, tools, and personal development plans.

Our commitment to sustainability and people

Sustainability is integral to our strategy and operations, relying on long-term relationships with employees, clients, and communities while reducing environmental impact. Continuous improvement drives our success in a changing global landscape, supported by an inclusive, equitable, and diverse culture. Our learning and development programs, including platforms such as PowerU and MyCampus, support career growth. Our hybrid working approach enables balance and flexibility while maintaining connection across 6,500+ employees from 94 nationalities across 24 countries. Initiatives such as Iq Eq Launchpad support women managers in private equity and venture capital. We invest in client success, recognizing that their sustainability directly contributes to our own.

About Iq Eq

We are a leading Investor Services group providing end-to-end administration, accounting, reporting, regulatory, and compliance services for the investment sector worldwide. Our global workforce exceeds 6,500 professionals across 24 jurisdictions, with assets under administration surpassing US$857 billion. We partner with 13 of the world's top-15 private equity firms. Our services are supported by ESG commitment, best-in-class technology, and a global data platform with proprietary tools. Our people define our difference, delivering intelligent solutions through technical expertise and deep client relationships. We are driven by the purpose to power people and possibilities.

What you'll do

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