Financial Planning & Analysis Senior Associate

About us

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team - you are a key player in shaping our future.

At Davy, you are the difference.

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.

About the role

A position has arisen for a Financial Planning & Analysis (FP&A) Senior Associate at Davy. Reporting to the Associate Director, the FP&A Senior Associate will be a strategic finance partner delivering exceptional service to our core business units. This role will entail working with business unit managers to provide value-added decision support.

The FP&A Senior Associate is also responsible for supporting the budgeting and forecasting process and leading the review of key business metrics and drivers. This will involve collaborating across the Finance team and modelling business scenarios to support project business cases and project initiatives.

We are seeking a strong communicator, with analytical skills, and previous exposure to enhancing business growth and scale.

Key success factors in this role include: strong business acumen, ability to influence, make sound recommendations as well as build and maintain solid relationships with key stakeholders.

In the role, the successful candidate will:

Commercial Performance

• Drive group financial performance through strong commercial partnering and decision support and solid / regular business engagement providing strategic analysis and value-based insight and action-oriented insights into business performance and planning
• Collaborate closely with business teams to develop and refine multi-year financial forecasts. Ensure forecasts are aligned with commercial objectives and individual team targets with monitoring progress and achievement of same
• Provide commercial insights and scenario analysis to support strategic decision-making across group functions.

Change & Transformation

• Support the broader Davy business through driving optimisation of the organisation, working with the business, to identify opportunities for efficiency and cost savings. Involvement in monitoring financial impacts of investment plan and drive appropriate quantification of benefits
• Continuously challenge, evaluate and enhance Finance processes within Davy to ensure operational efficiency, while fully leveraging emerging technologies. This includes embedding tools such as Anaplan, SAP Analytics Cloud and Snowflake.

Requirements

About you

We are looking for somebody who has the following background and skills:

Sector Experience:

• Wealth Management, Capital Markets, Asset Management, or broader Financial Services.

Strategic Financial Planning:

• Expertise in long-term financial planning, budgeting, and forecasting
• Ability to align financial strategy with business goals and transformation agendas.

Commercial Acumen:

Strong business partnering skills with the ability to influence senior stakeholders.

• Experience in performance management, profitability analysis, and investment appraisal.

Data-Driven Decision Making:

• Financial modelling and scenario planning

• Ability to translate complex data into actionable insights.

Technology & Innovation:

• Experience leveraging technology to improve reporting, forecasting, and efficiency.

Governance & Risk Management:

• Deep understanding of financial controls, compliance, and regulatory frameworks.

• Experience with internal audit, risk mitigation, and policy development.

Qualifications

• Minimum of 5 years’ experience in a similar senior Finance role

• Professional accounting qualification (ACA, ACCA, CIMA) essential.
• MBA or equivalent strategic/leadership development is a plus

Benefits

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values - One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.