Vice President, Financial Planning & Analysis
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Vice President, Financial Planning & Analysis
About the Role
Greater London, United Kingdom Area(City of London, United Kingdom)
The Company is seeking a Vice President for Financial Planning and Analysis with a focus on related party activities. The successful candidate will be responsible for the tracking, control, and reporting of all revenues and expenses associated with the company's related party activities. This includes the significant task of calculating 'substantial fees' to be paid to/from the joint venture for various activities. The role also involves providing a high level of set-up and ongoing support to the joint venture across multiple legal entities and jurisdictions. Key responsibilities for this position include oversight and reporting on JV set-up expenses, administration of ongoing support SLA expenses, close coordination with product controllers for accurate reporting of JV-related revenue flows, and the development of systemic control processes for related party activity. Applicants should have 5-10 years' of relevant finance experience, with a strong background in FP&A, cost tracking, management reporting, budgeting, forecasting, and financial control. Experience in supporting complex revenue and expense tracking frameworks, particularly within a regulated financial institution or global banking environment, is highly valued. The role requires a strong understanding of financial services products and infrastructure, as well as the ability to develop and enhance systematic control processes. The ideal candidate will be highly analytical, detail-oriented, and possess advanced Excel and financial modeling skills. Experience with financial reporting systems, data reconciliation tools, ERP platforms, or BI/dashboarding tools is advantageous. The role demands a professional who is comfortable operating in a project-driven environment and is adept at stakeholder engagement, with the ability to prepare clear analysis and commentary for senior management and external partners.
Functions:
- Finance
About the Company
Well-known international wealth management firm & investment bank
Industry
Investment Banking
Type
Subsidiary of a Public Company (LUK)
Age
employees
5001-10,000
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