FP&A Analyst
Who we are
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with over £6.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.
With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Our vision
Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.
Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions - it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.
About the role
Moneyfarm is looking to reinforce its growing FP&A team with an FP&A Analyst who will be actively involved in shaping the direction of Finance at Moneyfarm. Reporting to the Head of FP&A and liaising with numerous departments across the business, you will become an integral part of the Finance team owning the month-end reporting and our FP&A models, driving the forecast cycle, and delivering the financial insight that underpins company-wide decision-making. It's a coveted position at a company disrupting the wealth industry and undergoing tremendous growth.
Key Responsibilityes
- Assist in the preparation of the annual Budget.
- Deliver deep-dive analyses on business performance, identifying and interpreting key trends, risks and opportunities to provide actionable recommendations.
- Develop, maintain and enhance complex financial models to support scenario planning, sensitivity analysis and strategic decision-making.
- Support monthly closing activities by providing sharp, insightful analysis and commentary for the management reporting package.
- Act as a strategic finance partner to commercial teams, providing data-driven insights to support new initiatives and drive profitable growth.
- Proactively identify and lead initiatives to improve processes, automate tasks and implement new systems to scale the Finance function effectively.
- Support capital planning and contribute to the monitoring, analysis and reporting of the firm's regulatory capital position, partnering with Finance and Risk teams.
Requirements
Essential
- A Bachelor's degree in Accounting, Finance, Economics or a related field.
- 2-5 years of experience in FP&A or Finance Controlling.
- Strategic thinking combined with strong attention to detail.
- Strong financial and analytical modelling skills, with a proven ability to build complex models.
- Excellent command of Microsoft Excel and the ability to manage and interpret large volumes of data.
- Excellent communication skills, with fluency in both spoken and written English.
- Confidence and experience presenting complex financial analyses to senior management.
- A proactive and adaptable individual who thrives in a fast-paced environment.
Desirable
- Previous experience within a “Big 4” accounting firm.
- Experience in, or a sound understanding of, regulatory capital issues and/or capital planning within a financial services firm.
- Working knowledge of SQL.
- Familiarity with AI tools and automation.
Location & working pattern
Full-time and hybrid, based in either our Milan or London office. The role requires approximately 3-4 days per week in the office, with the remainder worked remotely.
Level & Compensation:
We apply CCNL Credito and the salary range for this role is from €35.000 to€40.000 gross per year
Benefits
What We Offer
- Competitive salary package with discretionary bonus.
- Private healthcare insurance.
- Meal vouchers (Ticket Restaurant) of €7.
- Zero-fee investments on the Moneyfarm platform for all employees.
- A vibrant, supportive and international workplace culture.