Key Responsibilities

Financial Planning & Analysis Support

Support the monthly, quarterly, and annual financial planning and forecasting processes for TxOD

Prepare financial reports and presentations highlighting key performance indicators, trends, and variances

Maintain and update financial models and forecasts based on inputs from business stakeholders

Conduct detailed variance analysis to identify and explain differences between actual and planned performance

Assist in the preparation of budget documentation and financial projections

Business Performance Reporting

Prepare regular performance reports for the TxOD leadership team and finance stakeholders

Monitor key business metrics and flag significant variances or emerging trends

Create data visualizations and dashboards to enhance financial reporting and insights

Support ad-hoc reporting requests from senior management and business partners

Financial Analysis

Conduct financial and operational analysis to support business decision-making

Analyze cost structures and identify opportunities for cost optimization

Support the evaluation of business cases and investment proposals with financial modeling and analysis

Assist in profitability analysis across different projects, clients, and service lines

Research and analyze financial data to provide insights on business performance

Commercial Support

Assist in the financial assessment of new client opportunities and strategic initiatives

Support pricing analysis and commercial evaluations for business proposals

Help prepare business cases with financial projections and return on investment analysis

Contribute to revenue recognition activities and ensure compliance with accounting standards

Process Support & Collaboration

Support the implementation and improvement of financial processes and controls

Ensure accuracy and integrity of financial data across reporting systems

Collaborate with the wider FNZ Finance team on group-wide initiatives and reporting requirements

Assist in month-end and quarter-end close activities as required

Participate in special projects and continuous improvement initiatives

The Person

The ideal candidate will be a detail-oriented finance professional with strong analytical skills and a keen interest in supporting business growth through financial insights. They will be proactive, curious, and eager to learn, with the ability to work effectively both independently and as part of a team. They will also:

Hold a Bachelor's degree in Commerce, Finance, Accounting, Business Administration, or related field

Have 4-6 years of relevant finance experience, preferably in FP&A, business finance, or financial analysis roles

Professional qualification (CA/CPA/ACCA/CMA) completed or in progress is preferred

Possess strong financial modeling and analytical skills with advanced Excel proficiency

Have experience in financial planning, forecasting, and variance analysis

Demonstrate good understanding of financial statements and accounting principles

Show strong attention to detail with excellent accuracy in financial work

Have good communication skills with the ability to present financial information clearly

Be comfortable working with cross-functional teams and supporting multiple stakeholders

Show ability to work in a fast-paced environment and manage competing priorities

Have experience with financial systems and ERP platforms (SAP, Oracle, or similar)

Technology sector or operations finance experience is a plus but not essential

The Competencies

Analytical Skills

Strong analytical and problem-solving abilities with attention to detail

Ability to work with large datasets and extract meaningful insights from complex financial information

Business Acumen

Understanding of business drivers and their financial impact

Interest in learning about technology operations and how finance supports business objectives

Communication

Clear written and verbal communication skills

Ability to explain financial concepts to non-finance stakeholders in a simple manner

Collaboration

Team player with ability to build positive working relationships

Willingness to support colleagues and contribute to team success

Technical Skills

Advanced Excel skills including pivot tables, formulas, and data analysis

Proficiency with financial modeling and data visualization tools

Adaptability to learn new systems and technologies

Professional Approach

Proactive and self-motivated with strong work ethic

Reliable and committed to delivering quality work on time

Continuous learning mindset with eagerness to develop new skills

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$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.