Financial Planning and Analysis Manager

EPIC Investment Partners

About Us

EPIC Investment Partners (“EPIC”) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.

EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.

Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions:

• Capital: patient and flexible private capital encompassing early-stage investing, private equity and SPACs. £1300 million assets under management (“AuM”).

• Markets: fund management platform with £250 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.

• Administration: full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 billion assets under administration.

• Advisory: discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value.

We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.

This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.

We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision-making are the guiding principles.

Our Values

Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations.

Clients First: We place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short-term needs and seek to deliver on commitments with a sense of urgency.

Intellectual Integrity: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view.

Collegiate: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform.

Role Profile: Manager FP&A

We are looking for a highly motivated FP&A Manager to lead financial planning, analysis, and reporting functions across the EPIC group companies. This role will be critical in supporting strategic decision-making by providing insightful financial analysis and preparing budgets and forecasts. The ideal candidate is a qualified Chartered Accountant with proven FP&A experience. The individual must also be a credible self-starter with the ability to build the function.

Role description and responsibility overview

Financial Planning

• Lead the annual budgeting process, collaborating with stakeholders across departments
• Lead the periodic reforecasting exercises that take place during the year
• Prepare the weekly short-term cash flow forecasts
• Enhance financial planning process and reporting tools to improve efficiency, accuracy, and insight

Analysis and Reporting

• Prepare high-quality financial commentary in the Management Accounts for all Group entities
• Prepare monthly Board packs
• Prepare ad-hoc financial analysis as required by various business stakeholders

Stakeholder Management

• Liaise with internal stakeholders as appropriate to obtain key inputs for the budgets and forecasts

Team and Organisation

• Develop the team and provide necessary mentorship to juniors
• Take ownership of the FP&A function
• Collaborate with the wider Group Finance team on cross-functional workstreams

Other Major Responsibilities

• Take the lead on the Data workstreams and communicating key insights
• Review and proactively manage costs across the business

Candidate Profile

• Qualified ACCA / CA having 5 to 8 years of post-qualification experience and strong academic record
• Previous experience in FP&A role
• Previous team management experience
• Excellent written and spoken English
• Strong analytical, financial modelling, and data interpretation skills
• Proficiency in Excel, financial software and tools
• Proficiency in Power Point and creating presentation decks
• Strong modelling skills and excellent ability to spot, investigate and explain discrepancies. Proven ability to communicate financial insight to stakeholders clearly and concisely
• High attention to detail and strong organisational skills
• Experience in people development and team leadership.

Characteristics

• Role models EPIC values: Clients First, Intellectual Integrity, Collegiate
• Excellent commerciality and sound judgement
• Delivers on commitments with a sense of urgency
• Builds positive working relationships
• Ability to work under pressure and ensure deadlines are met
• Proactive and a self-starter, ability to drive initiatives and lead workstreams to completion

• Location / Hours: Noida. Shift timings: 13:30 - 22:00 / 11:30 - 20:00 on a [weekly rotating basis]