Financial Planning

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. 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.

• 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.
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.

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. 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. Financial Planning
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 ad-hoc financial analysis as required by various business stakeholders
Collaborate with the wider Group Finance team on cross-functional workstreams
Take the lead on the Data workstreams and communicating key insights
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
Proven ability to communicate financial insight to stakeholders clearly and concisely
Experience in people development and team leadership.

Shift timings: 13:30 - 22:00 / 11:30 - 20:00 on a (weekly rotating basis)

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