InvestEngine is everything the modern investor should need: unbeatable value, market-leading automation, and a platform built for easy, long-term investing.
We’ve built a strong foundation, with over £3.5 billion invested, award-winning service, and a passionate team. Now we’re scaling quickly — and our Finance function needs to scale with us.
About the Role
We’re looking for an FP&A Manager to join our Finance team in London (hybrid).
Your mission is to give our leadership team and Board a reliable, forward-looking view of InvestEngine’s financial performance. You’ll own the budget, forecasts and management reporting, build robust Excel models that link our growth drivers to P&L, cash and capital, and turn the numbers into clear insight that helps us make faster, better-informed decisions.
You’ll report to Marc de Gentile-Williams and work with budget holders across Product, Marketing, Operations, Technology and Risk.
What You’ll Do
- Deliver the monthly management accounts and MI pack, with clear budget vs actual variance commentary
- Build and own a single, documented, driver-based three-statement model (P&L, balance sheet and cash) that reconciles to actuals in Xero
- Run the rolling quarterly reforecast and improve forecast accuracy over time
- Lead the annual budget and business plan process, working with budget holders to agree and sign off their numbers
- Produce a 13-week cash forecast and monthly runway view, and provide inputs to ICARA and going-concern assessments
- Prepare Board and committee finance packs, including a KPI dashboard covering AUA, revenue, CAC, unit economics and cost per client
- Reduce manual reporting effort through better templates, Xero integration and automation
What We’re Looking For
- Ideally 5+ years in FP&A, management accounting or commercial finance
- Advanced Excel and financial modelling skills — you build clear, error-free, driver-based models from scratch
- Hands‑on experience running budget and reforecast cycles and explaining variances in terms of business drivers
- The ability to turn analysis into concise recommendations for non-finance leaders and the Board
- A strong accuracy and control mindset: checks, reconciliations, documented assumptions and version control
- Confidence partnering with and challenging budget holders across the business
- English fluency at C1 level or above
Nice to Have
- Experience with Xero (or comparable systems)
- Experience in financial services, fintech or an investment platform
- ACA, ACCA or CIMA (qualified or part‑qualified)
Our Hiring Process
- Introductory call with our Talent team
- Interview with the hiring manager on budgeting, forecasting and commercial insight
- Timed financial modelling case study in Excel
- Final interview focused on how you work and your alignment with InvestEngine
#J-18808-Ljbffr…