Evergreen Finance

Financial Planning and Analysis

• Drive the annual budgeting and quarterly forecasting processes, coordinating inputs from budget holders and ensuring timely submission
• Build and maintain financial models to assist with scenario planning, cost analysis, and business performance tracking
• Variance analysis and commentary on monthly performance, with a focus on adding insight and identifying areas to increase business value
• Support month-end reporting, ensuring accuracy and completeness of financial data across reporting systems
• Prepare and maintain regular MI packs, KPI dashboards, and finance reports for senior management, working with operational functions to provide actionable insights
• Assist with audit preparation and any regulatory reporting obligations as directed
• Maintain and improve existing reporting templates and processes to increase efficiency and reduce manual effort
• Build effective working relationships with budget holders and operational teams, providing financial information and supporting their understanding of performance
• Support ad hoc financial analysis and business case preparation
• Maintain awareness of relevant regulatory and compliance requirements within the financial services environment, ensuring reporting aligns with internal controls and governance standards

FP&A Manager

• Drive the annual budgeting and quarterly forecasting processes, coordinating inputs from budget holders and ensuring timely submission
• Build and maintain financial models to assist with scenario planning, cost analysis, and business performance tracking
• Variance analysis and commentary on monthly performance, with a focus on adding insight and identifying areas to increase business value
• Support month-end reporting, ensuring accuracy and completeness of financial data across reporting systems
• Prepare and maintain regular MI packs, KPI dashboards, and finance reports for senior management, working with operational functions to provide actionable insights
• Assist with audit preparation and any regulatory reporting obligations as directed
• Build effective working relationships with budget holders and operational teams, providing financial information and supporting their understanding of performance

FP&A Manager

Senior FP&A Analyst