Financial Planning & Analysis Specialist

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

About the team:

The Central P&A team plays a crucial role in supporting Investec plc's strategic decision-making processes. This position involves analysing financial data, developing forecasts, and providing insights to executive level stakeholders to drive our financial performance.

The team resides within the wider Finance function and is responsible for producing group management reporting including Board Reports, liaising closely with Investor Relations during market updates, providing ad-hoc analytical support for strategic decision making and partnering with Technology to evolve our core Finance technology capabilities.

What will I be doing?

The Finance Function is currently undergoing a significant transformation project. This is a temporary role (12 months) to add capacity to this high performing team of 4 people, supporting across numerous existing activities. The role will include:

• Engaging regularly with the Finance Director for Investec plc on financial performance
• Producing/reviewing financials for executive team, with a view to understand, explain, and improve performance
• Consolidating the annual 3-year P&L & Balance Sheet plans
• Collating and reviewing the annual stress scenarios as prescribed by the Stress Testing and Capital Planning teams
• Assisting in preparing the final presentation of the plans to the Board
• Monitoring and analysing industry trends and market conditions to identify opportunities and risks
• Driving system improvements to continue streamlining processes and ensuring new business and reporting requirements are accommodated
• Elevating existing reporting standards as necessary
• Support the Resolvability Assessment Framework (RAF) Valuation 3 project
• Supporting other ad-hoc analysis and projects as required

What will I need to bring?

• Strong experience in management accounting/reporting (Fully Qualified CIMA/ACCA/ACA or Equivalent)
• Previous experience in Financial Services/Large Corporate
• Significant involvement in 3-year planning/forecasting
• Strong Excel and financial modelling skills
• Strong PowerPoint skills for Executive consumption
• Excellent communication skills
• Well-rounded and commercially oriented
• Strong team player
• Excellent attention to detail
• Ability to work to tight deadlines and manage conflicting priorities
• Strong relationship management skills

Highly Desirable

• Knowledge of JDE/Essbase/Hyperion
• UK Banking regulatory knowledge

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.

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