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PURPOSE:

Reporting to the Head of Finance Information & Analysis, this role is to develop and enhance financial models and deliver accurate board and management information.

RESPONSIBILITIES:

• Develop accurate financial models and reporting tools to support business activities and decision making
• Develop forecasting and budgeting models
• Deliver timely, relevant and accurate management and board reporting
• Update and enhance team reporting capabilities, improve efficiency by standardising, simplifying and automating excel work files to ensure integrity of financial models and projections
• Production of monthly reports for various areas of the business, ensuring accurate and timely production with key trends and anomalies investigated
• Ad hoc business support and collaboration with in-depth analysis provided

SKILLS:

• Attention to detail and accuracy of work.
• Advanced level of excel knowledge and skills, must be good with formulas, charts, etc.
• Strong data analysis skills
• Good PowerPoint skills and ability to deliver quality presentations
• Ability to manage workload effectively and work on own initiative.
• Strong written and oral communication, ability to write clearly and informatively, able to present complex numerical data effectively and simply
• Ability to communicate effectively with internal and external parties, with regular exposure to senior management

KNOWLEDGE:

• Previous experience of financial modelling essential
• Experience of group consolidations
• Good understanding of financial statements
• Retail financial services background would also be advantageous

QUALIFICATIONS:

• Qualified accountant with good technical knowledge. 1+ year PQE preferred.

  OTHER RELEVANT INFORMATION:

• Will work closely with the Head of Finance Information & Analysis.
• Expected to subscribe to 7IM’s Vision, Purpose, Values and Personality

The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly – big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure. They started the kind of organisation they’d like to invest with themselves.

Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.

Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.