FP&A Analyst

Hoxton Wealth

Financial Planning and Forecasting

• Support the preparation of annual budgets, rolling forecasts, and long-range financial plans (including 5-year business plan)
• Maintain and enhance financial models to assess business performance, growth initiatives, and cost efficiency
• Track actual performance against budget and forecast, identifying risks and opportunities
• Provide variance analysis and commentary to support strategic planning decisions

Management Reporting and Analysis

• Prepare monthly performance packs including:
• Revenue and margin analysis
• Cost base analysis (headcount, commissions, overheads)
• EBITDA and cash flow drivers
• Perform detailed variance analysis and provide clear explanations for movements versus budget and prior periods
• Support ad-hoc financial analysis requests from senior management
• Develop and maintain management reporting dashboards and templates

Commercial and Business Partnering

• Act as a finance business partner to operational teams, providing financial insight to support decision-making
• Analyse supplier agreements, commission structures, and profitability by product type, client, or region
• Support commercial evaluations and business case development for new initiatives
• Provide financial perspective on operational decisions and strategic priorities

Cash Flow and Working Capital Management

• Assist with cash flow forecasting, including short-term liquidity planning
• Monitor key working capital and financial metrics including receivables, payables, commission timing, EBITDA to cash conversion, and net debt ratio
• Highlight potential cash risks and support mitigation planning
• Support working capital optimization initiatives

Data, Systems and Process Improvements

• Improve financial models, reporting templates, and dashboards to increase automation and insight
• Work closely with the Head of Finance to enhance financial reporting tools, data quality and reporting insights
• Support implementation and optimization of finance systems (e.g., Sage Intacct, Power BI, Excel models)
• Identify and implement process improvements to enhance efficiency and accuracy
• Maintain data integrity and quality across all financial reporting systems

Stakeholder Support and Communication

• Prepare clear and concise financial commentary suitable for non-finance stakeholders
• Support senior leadership with board-level analysis and presentation materials as needed
• Translate complex financial information into accessible insights for diverse audiences
• Build strong working relationships across departments to support effective business partnering