We're delighted to be working with one of the largest Pharmaceutical Companies Globally that are seeking an Interim Senior Finance Analyst.

• 12 month contract
• £220.22 a day
• Outside of IR35
• Wokingham based
• Senior Finance Analyst

1. Job Purpose

• To provide finance support and business partnering for the companies Managed Services

2. Dimensions

• One of 5 Analysts in the organisations UK Team.
• Total Department based in UK approximately 22 heads.
• Work with Managed Service business leaders and partners.
• Work with finance partners within the organisations Corporation based in the UK, Germany and United States of America.
• No direct reports.

3. Main Responsibilities

• Provide finance support and business partnering for the Managed Service business.
• Key responsibilities include sales calculation and reporting support (including true up for customers), inventory monitoring, balance sheet reconciliations, capital expenditure analysis and customer KPI’s.
• Support for system enhancements / new customer onboarding
• Involvement in/driving standardisation, process improvement & sharing best practice.
• Promote & support financial awareness and education for business partners.
• Ad hoc tasks & analysis as required.

4. Organisation Chart

(Showing job titles and reporting lines of the job holder, job holder’s immediate manager, peers and subordinates)

• Reports to Senior Analyst.
• No Direct Reports.

5. Knowledge / Experience / Skills required

• Qualified with professional Accountancy body (e.g. CIMA, ACCA) with min 4 years post qualified experience.
• 5 years relevant experience working with a finance department.
• A strong understanding of cash flows and project analysis tools.
• Strong interpersonal & communication skills, with an ability to influence people at all levels.
• Attention to detail.
• Highly motivated and proactive.
• Experience of SAP/ Ariba / Atticus.
• Advanced spreadsheet skills.
• Ability to contribute and work effectively as part of a team, taking the lead where necessary.
• Methodical approach with a commitment to accuracy & timeliness of analysis.
• Strong continuous improvement mind set.

6. Assignment and Planning of Work

• There will be extra demands around the month end and quarterly close and reporting deadlines.
• An ability to adjust to changing timetables and short lead times is frequently required.
• Considerable planning, management and involvement is required for each year end close.
• Sarbanes-Oxley requirements / audit timings will dictate work patterns.
• As an integral member of UK finance team there is a requirement to be involved in projects and the implementation of new initiatives.

7. Other Working Relationships

• Managed Service Business Leaders / Project Members / Stakeholders
• Treasury
• Tax COE
• GFS (Prague)
• Finance Community at all levels across all regions
• Project Members / Stakeholders

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Purpose

• The Senior management accountant will be responsible for the preparation and review of the financials of this high-profile global business, working within the Business reporting / FP&A team.
• Responsible for the consolidation and reporting of the new entity to Executive management providing analysis of performance against trend, comparatives and forecasts.
• Preparation of the external disclosure of the entities financials within our clients SEC filings and quarterly earnings releases.
• The role will develop the relationships with the business leads across the entity, providing financial support and interpretation of the financials for each business
• Full review of revenues and cost base of the entity including new transfer pricing relationships, to ensure financials accurately reflect Executive Managements strategic vision.
• Review of forecasts and budgets with senior business management and presentation to Executive Management including updates on investments and delivery of growth strategies.
• Assist in the creation of a legal entity sub-group, working with regional legal entity controllers, regulatory teams and senior management to migrate headcount, businesses and assets into a new subsidiary group.
• Day to day supervision of a Management Accountant

Responsibilities

• Partnering with business managers and senior management to ensure all parties have a full understanding of the financials, performance and future projections of each business within the entities division.
• Day to day supervision of a management accountant, whose focus is the preparation the financials, budgets/forecasts and all other financial analysis relating to the division. Providing day to day support, guidance and prioritisation to ensure the business and executive management receive timely and accurate financial analysis of the division.
• Preparation and oversight of monthly and quarterly management accounts for each business within the entity and presentation to business management, with commentary on performance vs comparatives, budgets and forecasts.
• Preparation and oversight of five-year budgets and forecasts for all businesses within the division, working with business management to accurately reflect their business plans, future investments and revenue growth expectations.
• Monthly and quarterly reporting of the division’s performance vs comparatives, budgets and forecasts to Executive management. Provide commentary on the performance of established businesses as well as updates on new business investments levels and fixed cost base changes.
• Preparation of the divisions results for disclosure within the group's quarterly earnings and SEC filings, providing insight into revenue trends and profitability along with new investment spend levels. Coordination with the finance teams across the group to ensure the financials are accurate within Oracle Financials ready for audit review.
• Build a detailed understanding of the Technology support functions behind the business, working closely with the IT FP&A team to ensure technology costs are accurately identified and allocated to each business.
• Coordinate the accounting for new businesses within the entity as the company expands its portfolio of products and enters new verticals in the electronic broking market.
• Responsible for ensuring the results are accurately reflected within the organisations consolidated group forecasts, used for both internal projections and quarterly market guidance.
• Responsibility for the reporting of the division within the Consolidated Daily Management Report (CDMR), a key daily flash report used by Executive management to monitor business performance
• Take a lead role in the restructuring project across the wider group, to segregate the division from the existing broking business to facilitate independent internal and external reporting.
• Other ad hoc analysis and scenario modelling as required by the business and Executive Management

Skills

• Qualified CIMA, ACCA or ICAEW (Min 5 years PQE)
• Ideally over 5 years minimum Management Accounting experience
• Proven business partnering experience with ability to interpret business plans into financial projections
• Must have a keen eye-for-detail to ensure accuracy and integrity of reporting.
• Strong MS Excel skills and good all-round IT abilities.
• Experience of working with Essbase, Hyperion, Oracle Financials and Oracle Planning or similar software
• Able to analyse performance and make recommendations to Business Managers
• Ability to self-manage conflicting workloads in order to meet deadlines.
• Demonstrate a high level of numeric and oral communication skills and able to deal with queries from management.
• Experience in Financial Services or similar fast moving environment
• Confident in operating in a competitive work environment and the ability to handle challenging situations sensitively.
• Previous supervisory/people management experience

Systems

• Extensive experience of Excel
• Essbase
• Hyperion
• Oracle Financials
• Oracle Planning or similar budgeting/forecasting software

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

• Responsible for co-ordination and production of the Corporate Dashboard for Executive Board and the organisations Governing Body within agreed timelines.
• Responsible for driving through improvements to the Corporate Dashboard
• Responsible for delivering finance business partnering service to specific areas of the business (the specific areas are likely to change over time but will be covering budgets of between £35-50m). This includes supporting and enabling the business to make decisions but also provide challenge where necessary.
• Lead/co-ordinate processes or parts of processes (e.g. co-ordination of the month-end reporting process/co-ordination of monthly finance reports and variance analysis).
• Play an active part within the Finance team to ensure cohesive working across the department is maintained. Encourage a continuous improvement environment within the team.

Deliverables

• Deliver a high quality Corporate Dashboard for Executive Board.
• Deliver a high quality finance business partnering service ensuring that the business has access to the information they need, have implemented adequate budgetary controls and given due consideration to affordability and value for money. This includes:
• Regular contact with budget holders and Exec Board (EB) members ensuring that they understand their financial results and forecasts
• Provision and continuous improvement of the finance management information to drive improved awareness of financial results and spend decisions
• Monitoring and reporting on compliance with purchasing processes/controls taking action to ensure non-compliance is reduced where appropriate.
• Co-ordinate and contribute to delivering the month-end timetable to ensure month end management accounts and reporting can be completed ensuring the processes are controlled, efficient and effective including continuous improvement of the processes and reports e.g. incorporation of improved and systematic reporting and continuous review and improvement of reports/dashboard content.
• Participate in the annual business planning process by supporting the design of budget packs, associated communication and supporting colleagues in the business to complete forecasts.
• Embed financial control by helping to improve the control environment through implementing internal control recommendations and contributing to recommendations for improved ways of working.
• The role will be expected to contribute to other ad hoc tasks/projects such as co-ordination of additional financial information as required.

The successful candidate will be able to demonstrate the following experience and technical skills:

• Previous experience of being a proactive finance business partner in a structured, professional environment & a strong track record of embedding financial awareness within the business
• Experience of communicating credibly and confidently with senior management and auditors
• Previous experience of hands on management or participation in the month end management accounting process
• Experience of working with financial models using advanced level MS Excel
• Experience of overseeing, managing and mitigating financial risks
• A track record of embedding financial awareness within the business.

Education

• Full accountancy qualification is required (e.g. ACA, CIMA, ACCA, CIPFA, etc.).

Project Finance Analyst


A senior position within one of our Insurance client’s Business Modelling teams. The role will use financial modelling to provide insight to project / business leaders on the viability and success of various project initiatives. This could cover short term business change or longer-term strategy and will require an analytical mind who is able to keep stakeholders updated with reports and commentary on a monthly basis.

Duties:

• Analyse cost benefits and develop reporting to inform relevant stakeholders for individual project initiatives
• Build strong relationships with stakeholders throughout the business & ensure revenue forecasting / reporting is easily understood
• Autonomously provide solutions to challenges faced in individual business areas
• Provide analysis / commentary on financial data for management to allow them to make informed decisions
• Control versions of models, forecasting tools & business unit budgets
• Actively contribute to process improvement

Candidate Specification:

• Maths, computing or financial degree
• Relevant experience in a similar role
• Financial Services experience, preferably within Insurance
• Strong Excel skills
• Project experience (either as a PM or via working with project teams
• Strong communication skills

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

An Internal Audit position with one of our Financial Services clients, based in Canary Wharf.

The client is a clearing house with a global presence who are looking to double the size of their audit team due to the natural growth of the business. This role will be focused on execution and will work both independently and within a team to complete a broad range of audits.

This would be a great opportunity for a candidate with a generalist financial services audit skillset

Duties

• Highlight risk & control issues to the business
• Ensure Audit planning and testing is carried out correctly, including formulating test strategies/test papers
• Audit reporting for senior management
• Ensure the business follow recommendations through to their conclusion
• Consistently look to implement best practice + drive process improvement
• Build robust relationships with stakeholders across the group

Candidate Specification

• Adaptability + the ability to work in a fluid environment
• Financial Services experience (Ideally)
• 5+ years' experience of Internal Audit
• Strong analytical skills.
• Good stakeholder management
• Strong communication skills
• Qualified Accountant (Ideally)
• Audit Qualifications (Ideally)

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

An opportunity to join the Finance Function as Accountant, Product Control has arisen as a result of increased reporting requirements across our clients Investment Banking arm as well as significant internal projects including implementing new products, reporting processes and hedge accounting.

Role Purpose

This is an analysis and production role within the Finance Function’s product control team. The role has standard daily, weekly, monthly and quarterly deliverables as well as a significant amount of ad hoc queries. This role is expected to have extensive liaison with Operations, “Middle-Desk” within Treasury and Risk Management function.
Key Responsibilities (but not limited to):

• Ownership of tasks within daily, monthly & quarterly P&L production and Balance Sheet review of all trading and Loan products.
• Preparation of relevant information on a daily basis to assist the regulatory team with the analysis of the Derivatives portfolio and also the FX Position Risk Requirements.
• Assisting the Senior Accountant, Product Control with the daily and month-end analysis of:

a. the FX trading P&L;
b. Hedge Accounting analysis;
c. Hedge Effectiveness testing;
d. Reporting and analysis to support the local management accounts and HO Reporting.
e. Independent Price Verification review.

• Assisting the Senior Accountant, Product Control on the Balance Sheet Substantiation and ensuring that the key reconciliations and analysis are all signed-off and submitted for review as part of the month-end time-tables.
• Working closely with the Senior Accountant, Product Control and Senior Financial Controller on completion of relevant disclosure notes for the annual statutory accounts and also working closely with the auditors on the accuracy and completeness of the financial statements.
• Preparation of the daily P&L reports for review by the Senior Accountant, Product Control in order that these reports are published before mid-day on T+1. Escalating issues and concerns immediately where appropriate.
• Work closely with Senior Accountant, Product Control and assist to develop financial/analysis data and reports for business management in the form and at the frequency required by the ExCo/Management committee/ALCO.
• Work closely with Senior Accountant, Product Control / Senior Financial Controller and assist with any new product approvals process and to assist in developing financial/product information/data required for any new products.
• Investigation of issues and exceptions with other members of the Finance function, Technology, Risk and Operations and any other areas of the Bank.
• Standardizing the documentation for the daily, monthly product control manuals., procedures and processes and assisting the Senior Accountant, Product Control with the periodic updates and reviews of the documentation and proposing required changes.
• Assisting in the planning, testing and implementation of key systems / upgrades to systems or new products which affect Product Control & wider Finance team as required [NB: for new products this will involve understanding the product features and required analysis of cash-flows/ valuation principles and defining the requirements as part of the New Product Approval (NPA) sign-off].
• Provide leave of absence cover for the production of other deliverables within the department as appropriate in order to satisfy internal control framework requirements.

Skills, Experience and Qualifications

• Knowledge of financial products
• FX Derivatives, Interest Rate Swaps, Bonds and Loan products is highly preferable.
• High regard for attention to detail and accuracy to ensure close control of the P&L reported.
• Awareness of emerging industry trends such as Basel capital rules.
• Ability to partner and work effectively both with direct team members and with colleagues across the wider organization.
• Proficient in MS Office, specifically a strong command in Excel and PowerPoint

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

IT Project Accountant

Sitting within the technology business of one of our banking clients, this position will support a portfolio of transformation projects from a finance perspective and will contribute to the analysis and reporting of financial data.

Key Duties:

• Assist with forecasting on a monthly basis, working closely with change teams and providing advice
• Supply variance analysis / commentary on financial data as required
• Limit variances via quality forecasting + drive proper financial management across different teams
• Establish strong relations with change stakeholders + engage them in frequent communication
• Assist with annual budgeting
• Meet all reporting deadlines

Candidate Specification:

• Qualified Accountant
• Strong understanding of forecasting within a large scale, high value IT business area
• IT experience within a global, ideally banking organization
• Strong stakeholder engagement
• Familiarity with project management methodology

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Key Responsibilities:

• Review (and enhance, where required) the monthly group timetable and ensure that timetable is sent out to regions 5 days prior to month-end closing
• Follow up on each of the items on the month-end timetable
• Ensure that the monthly closing process is followed by regional finance teams and take charge of the following processes:
  • Ensure all entities have uploaded monthly financial packs on Consolidation tool, presently Hyperion (to be updated to One-stream).
  • Follow-up on global SAP to Hyperion mapping and reconciliation for each of the legal entity
  • Review, accumulation and tracking of ‘exceptional items’ reported across group
  • Review and follow-up of inter-company balances reconciliation. Work along the Hyperion specialist to ensure that the I/co reports are sent out on time (According to the monthly time-table)
  • Ensuring the inter-company balances and corporate recharges are netting out after consolidation
  • Work with Hyperion Consultant on review of monthly consolidation once all regions have uploaded financial packs
• Gate-keeper of Hyperion and SAP Access and maintain a log of all staff with access right and ensure there is appropriate segregation of duties.
• Work with Hyperion specialist on consolidation related issues and manage a log of open issues and monthly adjustment.
• Provide support on implementation of One-stream implementation (a tool to replace Hyperion) project
• Support European entities in audit readiness and preparing on the audit schedules (where required)
• Independently review or support to regional teams where requested. Also manage accounting for small European entities as requested by Global Head of Controlling – Romania, Italy, others.
• Provide support to other group Accounting Managers and able to work on adhoc projects as requested
• Documentation of group processes and support group senior managers in documenting group accounting policies and adherence
• Good understanding of IRFS framework and someone who can advise regional controllers on accounting issues

The ideal candidate will have:

• Qualified Accountant (ACA, CIMA, ACCA, etc)
• Prior experience is a must in a relevant accounting position
• Excellent communication and influencing skills, with experience of matrix organisations as an advantage
• The ability and motivation to solve unique and complex problems and pursue and achieve effective results
• The ability to work independently and manage a range of stakeholders if and when needed
• The ability to make timely decisions by sourcing and analysing critical information
• Outstanding written and oral communication skills
• Methodical approach in handling multiple responsibilities and a good Team player

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

IT Project Accountant / Analyst

Sitting within the technology business of one of our banking clients, this position will support a portfolio of transformation projects from a finance perspective and will contribute to the analysis and reporting of financial data.

Key Duties:

• Assist with forecasting on a monthly basis, working closely with change teams and providing advice
• Supply variance analysis / commentary on financial data as required
• Limit variances via quality forecasting + drive proper financial management across different teams
• Establish strong relations with change stakeholders + engage them in frequent communication
• Assist with annual budgeting
• Meet all reporting deadlines

Candidate Specification:

• Qualified Accountant
• Strong understanding of forecasting within a large scale, high value IT business area
• IT experience within a global, ideally banking organization
• Strong stakeholder engagement
• Familiarity with project management methodology

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

A newly created FP&A position within a recently ringfenced entity of one our Financial Services clients. The new entity will encompass all the digital products offered by the client, and this role will form the foundation of the Finance team.

This position will support stakeholders within the entity in drawing together business cases, which will be used to secure investment to ensure the continued growth of the area. You’ll be expected to help prepare budgets, forecasts and investigate financial data on a granular level, before presenting your findings to senior executive level stakeholders.

Key Duties

• Prepare + review financial data at request of stakeholders
• Liaise effectively with teams across the wider group finance function to collect relevant data. These could include credit control, finance operations & offshore FP&A teams.
• Deliver regular cost packs to stakeholders to ensure visibility of the cost of the business area as it rapidly grows
• Maintain focus on staff costs at all times, allowing stakeholders to fully understand their cost bases
• Provide headcount reviews via liaison with HR; ensure that all staff are correctly allocated to their respective departments
• Prepare budgets & forecasts for the businesses within the entity. This will include both long term (5 year) planning and shorter term, ad hoc requests
• Review cost allocations across business units
• Provide forecast v actual reporting for stakeholders
• Actively contribute to the improvement of existing reporting frameworks / models

Candidate Specification

• Part Qualified Accountant (preferably CIMA)
• Minimum 3 years FP&A / Management Accounting experience
• The ability to get “granular” with information and perform deep dives into financial data
• Frequent user of Excel
• Experience of Oracle / Essbase planning tools
• Financial Services experience

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.