Performance Management/FP&A VP

Posted 22 March 2024
Salary £85000 - £95000 per annum
LocationCity of London
Job type Permanent
Discipline Finance
Contact NameNefino Joannides

Job description

Our client who is a SME within the Investment banking space is looking for a Performance Management / FP&A / Business Partner - VP level equivalent.

Performance Management forms a key part of the Finance team and will be responsible for the coordination and execution of financial planning and forecasting deliverables, business partnering and management reporting. The position will be focused on the Wealth Management Europe business with a concentration on businesses and cost base.

The role requires leadership, good collaboration and communication with Business heads to ensure strategic goals are reflected as financial objectives and strong partnership with the wider Finance team.

You will work to a hybrid weekly schedule where you will be expected to be in the office three days a week.

Key responsibilities are listed below but not limited to.

  • Support and design management reporting deliverables with visual impact, clear structure and reader friendly content.
  • Develop, manage and run working relationships with designated businesses.
  • Produce annual plans, multi period outlooks and periodic forecasts for designated businesses covering revenues, costs, balance sheets and regulatory/statistical metrics and measures.
  • Produce segment level financial information including estimates, flash financials and financial packs covering summary financials, business unit analyses, commentaries, performance metrics and trend analyses.
  • Participate and contribute to required workshops, meetings, stakeholder updates and project presentations.
  • Continually seek to derive efficiencies and automation opportunities within performance Management functions and processes.
  • Responsible for working with and being the Finance point of contact on cross departmental projects.
  • Gain an in depth understanding of how the Wealth management businesses deposit and loans to generate revenue.
  • Gain an in depth understanding of how the deposits and loans businesses interact with the corporate treasury function.


  • Qualified accountant who is highly analytical.
  • Financial Services experience.
  • Experience within business-facing Finance roles and within a treasury function within a bank.
  • Strong commercial acumen, knowledge and understanding of banking businesses.
  • Strong understanding of business drivers and how they impact the Finance data and process flows.
  • Comfortable managing large and complex data sets. Strong excel skills.
  • Strong interpersonal and communication skills with the ability to foster and cultivate partnerships.


  • Change/project delivery experience.
  • Strong technical accounting skills and exposure to IFRS.
  • Strong functional knowledge/experience of Finance processes.
  • Proven experience of delivering data, process, and technology change across key Finance processes.
  • In-depth understanding of Finance data and process flows front to back.
  • Multiple stakeholder management skills.

Inventum is passionate about equity, diversity and inclusion. We seek individuals from the widest talent pool and encourage diverse and underrepresented talent to apply for vacancies with us. Inventum is committed to ensuring our recruitment processes are fair to all applicants, regardless of background and personal characteristics.

Inventum Group is acting as an Employment Agency in relation to this vacancy.