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Senior Manager, Financial Planning and Analysis - 12m contract

London, England
Closing date
14 May 2024

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Job Details

About Schroders.
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The team.
Based at our HQ in London, the Financial Planning and Analysis ('FP&A') team assists senior management and heads of business units with planning, strategic decision making and performance evaluation. We are enthusiastic and driven, with a strong culture and we take our work seriously.

What you'll do.

Schroders has non-compensation expenses of approximately £650 million per annum . Inflation, increasing regulation and new strategic capabilities such as Wealth Management, Private Assets and Solutions means that we need to continue to develop a deep understanding of the factors driving our cost base. We are looking to hire a talented individual as a Senior FP&A Business Partner, Operating Platform, with the energy and drive to partner with senior stakeholders to ensure that capital and operational expenditure is well controlled, aligned with the Group's strategic objectives and based on sound commercial decision making. Key stakeholders will include the Group CFO, Deputy COO, Global Head of Technology, Head of Business Transformation and divisional COOs.

The role reports into the Head of Financial Planning and Analysis, Asset Management. You will manage a team of 6 financial analysts, who will have the responsibility for planning and budgeting, performance reporting and analysis, and financial modelling, covering all aspects of the Group's cost base. You will lead and develop a small team of business partners who will add real commercial value, by developing trusted relationships with the business and by shaping strategy and financial plans. You will advance cohesion between various internal Finance teams, working closely in particular with Finance Data and Reporting teams, Compensation Accounting, Cost Accounting team and Group Reporting.

The knowledge, experience and qualifications you need.

Responsibilities will include, but are not limited to:
  • Financial and business strategy - provide senior management with relevant and timely analysis to enable it to assess performance against the Group's strategy and objectives; develop KPIs which will be used to assess the success of business and financial strategy; use internal and external benchmarking to assist decision making.
  • Business performance reporting - track performance against key targets and outcomes and produce regular corporate level management information to Group Management Committee members and the plc Board. Ensure that all routine cost management MI contains reliable information and is carefully reviewed. Highlight trends, key actions, and strategic implications. Build strong relationships with internal stakeholders to help ensure Finance is well informed and has a strong voice in the organisation.
  • Planning, budgeting and regular forecasting - lead the annual cost budget process, as well as the production of periodic re-forecasts, to ensure financial risks and opportunities are highlighted; project manage end-to-end delivery of financial cost forecasting processes, including communications, timetables, and data requirements; ensure the integrity of financial models and projections through implementation of suitable controls, documentation and testing.
  • Project reporting and investment appraisal - coordinate the capital spending review process for the Group working closely with the Group Operating Committee. This will include the team modelling the financial impact of significant business change proposals/plans and helping to develop business cases.
  • Lead and develop a multi-disciplined team - you will be responsible for leading the Cost Planning & Analysis team, covering all aspects of staff recruitment, staff development, performance management and task management.
  • Thought leadership and representation on key Finance forums - become an integral member of Finance's senior leadership team and Financial Control Forum.
  • Detective analytics and diagnostics - work with the Finance Data and Reporting teams to leverage our data assets by using advanced analytics, AI and other data science techniques to run exceptions analysis and to develop reporting to enhance our control environment and deliver insights.

The knowledge, experience and qualifications that will help.
  • An understanding of market dynamics that can affect asset and wealth management would be a significant advantage.

Qualifications and technical accounting knowledge
  • Professional accounting qualification (ACCA, CIMA, ACA) and evidence of continuous professional development;
  • FP&A experience - you will likely have 5+ years experience working in an FP&A role.

What you'll be like.
  • Business partnering and communication - excellent written and verbal communication skills, business acumen and commercial awareness to communicate at an advanced level with stakeholders inside the organisation is expected.
  • Management - evidence of managing, coaching and motivating a team is important.
  • Prioritisation - the candidate must evidence prioritising his/her team's workload and managing the team and stakeholders' expectations.
  • Critical thinking and collaboration - the successful candidate will work side by side with senior functional stakeholders and should be influential in strategic decision making. Demonstrating strategic insight and collaborating well with other global Finance colleagues, local management and other departments will be imperative.
  • Self-starter and autonomous working - effective, professional and proactive support for the wider business is expected. The ability to evidence this and to demonstrate initiative is important.
  • Innovation and process enhancement - the ability to analyse data, process flows and identify areas to improve efficiency and maintain an appropriate control framework is expected.

We recognise potential, whoever you are.
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristic.


As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion)* of wealth and investments. We help them achieve their long-term financial goals – and make a positive impact in the world.


Over the years, we’ve perfected investing in our people

We’ve built a stellar reputation for our work and unique culture. Our secret? We’ve picked the best people for the job, and given them the opportunities and tools to thrive.

So it’s no surprise that 96% of us say that we’re proud to work at Schroders. And why we repeatedly have made it into LinkedIn’s top 25 places to work.

You don’t just get a job here – you can fulfil your career ambitions

Once you’re part of our team, our global learning and mentoring platforms help you hone your expertise and keep developing. We’re big on mobility – so many people find their next job at Schroders, too, moving up and across the business to build a fulfilling career.

Inclusion is more than a buzz word

It’s part of everything we do. We’ve built a culture where people can bring their whole selves to work, and we welcome unique perspectives. We also set trackable goals to improve representation across the board wherever we fall short.

We’ve made inclusion a conscious choice at every step

Our vision is for our people to reflect the diversity of the communities we live and work in. And for everyone to feel they truly belong at Schroders.

Our industry-leading flexible working charter is central to inclusion, opening up opportunities for everyone. We shape our recruitment and retention processes to help spot and reduce the impact of biases, and create a level playing field for underrepresented groups, for example through mentoring schemes. And we constantly review our policies and benefits to make sure they are fair and supportive of our diverse teams.

We take a local-led approach to improving inclusivity

Everyone’s at a different stage of their inclusion journey – with cultural and local practices to consider. So we listen to our employees through pulse surveys and collect diversity data so we can identify areas for improvement, and maximise impact through local initiatives.

Our partnerships - such as with RecruitMilitary in the US, the Technology in Finance Immersion Programme in Singapore, and the Investment 20/20 in the UK, to name a few - broaden our outreach and help us create a lasting impact.

Driving inclusion at Schroders**

As a Disability Confident employer and a member of the global Valuable 500 initiative, we’ve partnered with a disability-specialist organisation to conduct an audit and provide recommendations on how to make our recruitment processes more accessible to potential candidates with a disability.

We’re excited to continue our partnership with the Snowdon Trust following the success of our first paid work placements for individuals with a disability in February 2021.

Our passionate people lead the way

Our employee-led inclusion networks support our grassroots approach to building an inclusive culture. These create space for networking, celebrating our differences, and raising awareness of challenges that under-represented groups face.

Our WorkAbility employee-led inclusion network aims to educate employees, champion accessibility, and provide a supporting network for those affected by disability or long-term health conditions.

Case Study

Claudia Buffini, Corporate Responsibility Advisor, who was born profoundly deaf. Claudia’s role involves working with many different charities, championing causes she’s really passionate about and embedding a culture of inclusion.

So who better to tell us about why inclusion matters and how she feels included in the workplace. Watch the one minute video:

Transparency around our progress holds us to account

Inclusion is everyone’s business. There’s still a long way to go, so we use what we know to help the firms we invest in to accelerate change together across the industry and beyond. It’s important for us to be open about the high standards we set for ourselves, and to hold the companies we invest in to account.

And we offer a world of wellbeing at work

Looking after our people is always first on our list. We hold regular events supporting mental and physical wellness. And our global employee assistance programme is on hand offering free, independent, and confidential support.

And we offer flexible working and locally-relevant benefits

At Schroders, everyone works flexibly and has access to our global learning platforms and opportunities and our best-practice framework for mental health and wellbeing at work. We are also constantly reviewing and evolving our policies to suit an ever-changing set of needs and family set–ups.

We’re recognised for our inclusive workplace

We’re proud to be recognised as Large Employer of the Year at the prestigious FTAdviser Diversity in Finance Awards, and are continually included in the Bloomberg Gender Equality Index and among the Top 75 employers of the Social Mobility Index.

Hear from our people about how we are continuing to create a more inclusive workplace at Schroders.

Find out more about working at Schroders.

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