Group Fp&A – Business Partner - Ireland

Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.

With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

Reporting to the Deputy CFO the FP&A Business Partner– Ireland will be an integral part of the team’s success.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Financial Reporting

• Drive accurate and timely reporting processes, ensuring compliance with Waystone Group Policy and reporting requirements.
• Work directly with the Country Head to provide them with;
  • The monthly reporting pack for the Ireland segment as defined by Group FP&A.
  • Financial KPIs as defined by Country and Group requirements;
  • Strategic financial input into decision making;
  • Participate in country specific projects as required;
• Work with group FP&A to develop and maintain all Country level report templates in Adaptive Planning.
Be responsible for the Group reporting calendar for all Country level reporting for Ireland.

Financial Analysis

• Prepare and run monthly Adaptive Planning reports with commentaries in line with Group FP&A requirements as part of the monthly Group Reporting cycle.
  • Including variance analysis versus budget, prior year and forecast.
• Work with the FP&A Commercial Team to prepare monthly revenue and profit centre analysis across the different legal entities within country delivering KPI, revenue and profit centre trend analysis and management insights.
• Colloborate with the Global Onboarding team and the Sales Operation team to manage analysis of Onboarding Pipelines specific to products in country and deliver reporting around this as defined by Group FP&A.
• Prepare country cost analysis in line with FP&A Group requirements across all key cost categories.
• Manage and deliver all in-country specific analysis for the Country Head as required.
• Participate in strategic Group projects/ analysis requirements as required.

Budgeting & Forecasting

• Partner with the wider FP&A/ Finance function and country/ product leadership for the annual budget process.
• Lead the Country budgeting process and work with all key stakeholders in the business to deliver the country budget by legal entity aligned to the group chart of accounts.
• Prepare country budget presentations and manage communication requirements for legal entity budgets.
• Review monthly forecasting through Adaptive planning coordinating with Business Partners, members of the finance team and other key business stakeholders.
• Lead quarterly forecasting reporting to key company stakeholders delivering commentaries for the forecasting presentation deliverable to the Board and Executive leadership of the business.

Business Partnering & Collaboration

• Provide financial leadership for the Country, aligning financial goals with the Country and Waystone’s overall objectives.
• Serve as the strategic financial partner to the Country, advising on financial implications of business decisions and helping to drive financial performance.
• Align to in-country strategy ensuring that finance messaging and financial reporting output is aligned to strategy/ country goals.
• Work closely with the FP&A team and the Business Partners for Country and Product to drive revenue, product profitability and cost reporting/ analysis.
• Collaborate with the Waystone Group Finance team by contributing to Group Policy & Procedure, Finance Transformation initiatives and participate in business wide projects as a Finance delegate.
• Build and maintain strong relationships with all key internal and external stakeholders.

REQUIREMENTS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience:

• 10 years+ post qualified experience.
• Proven experience in a senior finance role with a focus on leadership and strategic financial management.
• A good communicator who can deliver important messaging to the business and is able to prepare financial presentations.
• Advanced proficiency in financial management systems and Microsoft Office Suite.
• Sage Intacct, Adaptive Planning and Salesforce experience is preferable but not necessary.

Education:

• Bachelor's degree in Finance, Accounting, or a related field.
• A professional accounting qualification is preferred.