FP&A Analyst

About the role

We currently have an exciting new opportunity for an FP&A Analyst to join our growing Commercial Finance team as we continue to invest in Finance following recent acquisitions.

As an FP&A analyst, you will play an important role in helping the business make informed data-driven financial decisions to drive business value, enhance agility, and support long-term sustainable growth.

The FP&A team play a critical role at the heart of our business working closely with the broader Finance team, senior management and investors. The role isn't just about crunching numbers—it's about shaping the financial future of the company as we scale and grow.

Joining a Commercial Finance team of 8-10, you will work closely with Business Partners and Financial Control to deliver an efficient month-end process and accurate timely and influential reporting.

If you are an energetic individual who is keen to join a dynamic environment and develop quickly, then this might be the ideal opportunity for you!

This role will require travel to our offices in Edinburgh and Salisbury on occasion.

Responsibilities

• Group performance reporting - consolidate and report accurate Group financial performance data for use by the Exco, Board and investors
• Subsidiary entity reporting – prepare reporting at an entity level to support subsidiary Boards
• Budgeting - assist in the development of financial plans and quarterly reforecasts
• Data-driven insights – compare actual results to forecasts and identify key risks and discrepancies, providing meaningful and actionable insights for management.
• Ad hoc data analysis – detailed modelling and analysis of areas of commercial and strategic importance
• Data management – Gathering and organising financial data for reporting accuracy, creation of dashboards and other automated reporting tools.
• Continuous improvement – ongoing development of current processes and reporting, improving the reliability, efficiency and quality of insights
• Customer outcomes - Take responsibility in everything you do to deliver good outcomes for our customers
• Nucleus values - positively demonstrate the Nucleus Smart, Heart and Courage values and behaviours
• Risk management - ensure compliance with Code of Conduct at all times. Embed appropriate controls throughout all FP&A processes.

About you

We'd really like you to have:

• Professional qualifications: Part or newly qualified (CA, ACA, ACCA, CIMA) with a relevant degree
• Experience: Previous experience in financial planning and analysis or data/modelling roles. Financial services/regulated environment experience is preferred.
• Technical skills: Strong financial modelling and forecasting. Proficiency in excel, PowerPoint and other visualisation tools. Advanced excel skills, creating dashboards from scratch is highly advantageous.
• Soft skills: Analytical thinking, problem-solving, and excellent communication.
• Growth mindset: adaptability, persistence and a passion for embracing new challenges

A little about us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

Are we a perfect match? Check out this video and find out!

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you’d like to find out more about us or the role, you can get in touch with our recruitment team