Finance Business Partner

About FNZ

FNZ is a global platform provider in the wealth management sector, partnering with over 650 of the world's leading financial institutions and over 8,000 wealth management firms. With over 5,000 employees in 24 countries, FNZ's mission is to open-up wealth, empowering all people to create wealth through personal investment, aligned with things they care about the most, on their own terms.

FNZ combines technology, infrastructure and investment operations in a single state-of the-art platform that frees its institutional customers to create hyper-personalized and innovative products and services, that are seamlessly aligned with the needs of their clients. To date, FNZ has enabled over 20 million people, from all wealth segments, to invest in an effective, simple and transparent way, making wealth management accessible to everyone.

The Role

The Finance Business Partner will be a key strategic advisor within the Technology and Operations Delivery (TxOD) division, based in Edinburgh and reporting directly to the CFO/CPO of TxOD. This role will serve as a crucial link between the finance function and operational leadership, providing financial insight, analysis, and strategic guidance to drive business performance and decision-making.

The Finance Business Partner will play an integral role in shaping the financial strategy of TxOD, with responsibility for developing sophisticated financial models and forecasts that align with the division's strategic objectives. They will translate complex financial data into actionable business insights, enabling senior leadership to make informed decisions about resource allocation, investment opportunities, and operational efficiency.

In addition to providing strategic financial support, the Finance Business Partner will drive the development and implementation of robust financial processes and controls within TxOD, ensuring that financial management practices support the division's growth ambitions and align with FNZ Group requirements.

Key Responsibilities

Strategic Partnership

• Act as a trusted financial advisor to the TxOD leadership team, providing strategic guidance and financial expertise to support business decision-making

• Partner with operational leaders to understand their business challenges and opportunities, developing tailored financial solutions to address their specific needs

• Challenge assumptions and provide constructive feedback on business cases, ensuring financial discipline while supporting innovation and growth

Financial Planning & Analysis

• Lead the development and maintenance of sophisticated financial forecasts, budgets, and long-term financial projections for TxOD

• Drive the monthly, quarterly, and annual financial planning processes, coordinating inputs from across the division

• Develop insightful financial analysis that identifies trends, opportunities, and risks, enabling proactive management action

• Create and present comprehensive financial reports to senior leadership, highlighting key performance indicators and variances

Business Performance Management

• Design and implement effective performance management frameworks that align financial outcomes with strategic objectives

• Monitor key business metrics and provide regular performance updates to leadership, identifying areas requiring attention

• Lead financial reviews with business stakeholders, facilitating productive discussions on performance improvement opportunities

• Develop and maintain dynamic financial models that simulate different scenarios and support strategic decision-making

Commercial Analysis & Investment Support

• Lead financial assessment of potential investments, new client opportunities, and strategic initiatives

• Develop robust business cases and profitability analyses to support decision making on resource allocation

• Provide commercial insights on pricing strategies, cost management, and value creation opportunities

• Apply sophisticated revenue recognition principles to complex project engagements, optimizing financial outcomes

Process Improvement & Governance

• Drive continuous improvement in financial processes, leveraging technology to enhance efficiency and effectiveness

• Ensure compliance with financial policies, procedures, and controls, providing guidance to business stakeholders

• Collaborate with the wider FNZ Finance function to implement consistent financial practices and reporting standards

• Identify and implement best practice financial management approaches, adapted to the specific needs of TxOD

The Person

The ideal candidate will be a commercially astute finance professional with a strong strategic mindset and excellent stakeholder management skills. They will have the credibility to influence at senior levels and the analytical capability to translate complex financial data into meaningful business insights. They will also:

• Hold a degree in Business Administration or related field with several years of finance experience, preferably within the technology sector

• MBA qualification is a plus but not essential

• Have advanced financial modelling skills and the ability to develop sophisticated analyses that drive strategic decision-making

• Possess strong commercial acumen with experience in supporting business growth through insightful financial analysis and guidance

• Demonstrate exceptional communication and influencing skills, with the ability to present complex financial information effectively to non-financial stakeholders

• Have experience in supporting technology or operations functions, with an understanding of the financial challenges and opportunities in these areas

• Show proven ability to build strong relationships across organizational boundaries and act as a trusted advisor to senior leaders

• Be highly resilient and adaptable, able to thrive in a fast-paced environment where priorities can change rapidly

• Possess excellent project management skills with the ability to manage multiple priorities effectively

• Have experience with financial systems and advanced Excel skills, with the ability to leverage technology to enhance financial analysis

The Competencies

Strategic Thinking

• Ability to understand the broader business context and align financial activities with strategic objectives

• Capacity to identify future trends and opportunities, informing long-term planning and decision-making

Business Partnership

• Skill in building strong, collaborative relationships with stakeholders at all levels

• Ability to translate financial concepts for non-financial audiences and influence decision-making through insight

Financial Leadership

• Confidence to provide constructive challenge and promote financial discipline across the business

• Ability to drive continuous improvement in financial processes and practices

Problem Solving and Analysis

• Advanced analytical capabilities with the ability to synthesize complex data into meaningful insights

• Creative approach to problem-solving, identifying innovative solutions to business challenges

Communication and Influence

• Exceptional verbal and written communication skills, tailored to different audiences and contexts

• Ability to influence and negotiate effectively, building consensus around financial decisions

Apply now for immediate consideration.
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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.