Description
We are seeking an Associate Vice President to join our Financial Planning & Analysis (FP&A) team at OakNorth. The successful candidate will own the production of management information systems (MIS), management packs, and board presentations, while partnering closely with business and functional leaders on budgeting, forecasting, and cost management.
Responsibilities:
- Prepare accurate and timely monthly and quarterly MIS, management packs, and board and executive presentations
- Draft management commentary and narratives that explain performance trends, highlight risks and opportunities, and translate financials into actionable business implications
- Partner with business and functional leaders to manage cost budgets, track headcount, and monitor operating expenses
- Oversee monthly P&L tracking and closing, working closely with the Controllership team
- Engage and communicate effectively with the Global CFO and Senior Management, providing clear, concise, and actionable insights
- Support financial planning, forecasting, and scenario analysis, building robust models to underpin decision-making
- Contribute to external reporting and investor relations, including quarterly results, board materials, fundraising initiatives, and due diligence processes
- Build scalable reporting frameworks, leveraging automation and visualisation tools
Requirements:
- 6+ years of experience in FP&A and/or Equity Research, preferably within banking or fintech
- Proven expertise in budgeting, forecasting, scenario planning, and variance analysis
- Advanced Excel skills, including financial modelling and automated templates
- Hands-on experience with dashboarding and visualisation tools such as Power BI or Tableau
- Excellent storytelling, influencing, and partnering skills
- Chartered Accountant or MBA (Finance) from a reputable institution
Nice to Have:
- Familiarity with AI and automation solutions for forecasting, scenario planning, insight generation, and commentary writing
- Experience contributing to investor relations, fundraising materials, or board-level reporting
- Exposure to strategic planning and long-term financial modelling in a multinational environment
What We Offer:
- Comprehensive medical cover
- Annual health check-ups
- Online doctor consultations
- Pharmacy discounts
- Nutritionist support
- Employee Assistance Program (EAP) services
- Earned leave
- Casual/sick leave
- Public holidays
- Maternity leave
- Paternity leave
- Financial support for important life events
- Flexible benefits
- Support for professional certifications
- Learning and development opportunities