Strategic Finance Consultant

Job Description
Strategic Finance team’s core purpose is to help the business make better decisions.

• Deliver insight that elevates performance
• Inform and challenge decisions to unlock opportunity and
• Tell a clear, trusted story to our investors and stakeholders

Job Description
Strategic Finance team’s core purpose is to help the business make better decisions.
Our vision is to

• Deliver insight that elevates performance
• Inform and challenge decisions to unlock opportunity and
• Tell a clear, trusted story to our investors and stakeholders

The team are focused on project activity, detailed work, and modelling to support the following pillars

Data and insight

• Understanding our history from FY21 onwards with deeper focus on FY23+
• Influence current performance and plans
• Data based decisions
• Lead project to move Customer data to the Data Lake

Model development

• Understand drivers and predict performance
• Predictions based on data and trends
• Sell side model & Revenue model – to support transactions
• Shape models – to set targets for 5-year plan
• Cost model

Investor Relations

• Support development of messaging and MI
• Finance point of contact with investors
• M&A – activity to support transactions
• Partnering to strategy Director
• Partnering with HPS

Purpose of the Role

Help to ensure team are recognised for strong insight, compelling storytelling and driving the business to make better decisions.

The team propose and prioritise activity. Typically, this is project work from short to longer term. We use a backlog system. The strategic finance consultant will propose activity to add to backlog and help prioritise activity.

Working independently and with teams, as necessary for delivery.
Often collaborating with colleagues inside and outside Finance to deliver results together.
With Strategic Finance known for ensuring there is clarity of requirements and for injecting pace to delivery.
Team have completed a 6-month project to organise historic data – we are now at the point of translating this data into insight for planning and performance and to help tell the story of the Group. The senior consultant will take a lead in delivering value from this project.
The role will require design and build of models and analysis of actuals and plans to help management optimise performance and plans.
Role has significant ad-hoc nature to respond to queries from investors, CFO and key stakeholders and consultant will assist in the response to these requirements.
The team are sponsor to a project to move Commercial Data and Operational into the data lake. This offers the opportunity to transform Finance data and insight. Creating new capabilities. Consider all opportunities to drive value from data. And lead and support work to improve performance. Particularly using the operational data to drive insight and improve driver based planning.
Assist in investigation and projects to deliver value to the organisation from AI. Another opportunity to transform finance capability. Adopt a curious mindset and think where AI can help and improve or tune current processes and thinking.

Key Responsibilities

• Drive value and insight from data collected
• Assist and manage collation and preparation of internal data for business use in formats which can also be used for due diligence M&A activity
• Enhance Finance challenge and review of Business plans. Taking ownership for review and challenge of sections of the plan
• Collaborate with internal stakeholders to ensure clarity around performance metrics and investor reporting
• Contribute to the establishment of a new strategic finance team structure
• Design and build models and analysis of actuals and plans to help management optimise performance and plans. Bringing insight to help the business make better decisions
• Lead and assist on ad-hoc queries from investors, CFO and Head of Strategic Finance
• Curious mindset, ability to spot opportunities to enhance performance and plans. With the ability to turn the ideas into action
• Ability to manage backlog and ad-hoc queries and ensure team and individual is delivering at pace, with strong feedback on effectiveness

Candidate Profile

• Qualified accountant with experience of managing teams and projects in Commercial Finance, Partnering, FP&A and financial control ideally within financial services
• Strong analytical ability and a methodical approach to data reconciliation, reporting, and investigation
• Comfortable working with large, complex datasets in Excel (other data tools experience beneficial but not essential)
• Demonstrated ability to interpret and communicate financial and business insights clearly to senior stakeholders
• Experience of partnering stakeholders, collaborating to drive value and insight
• Adaptable, hands-on, and able to operate effectively in a fast-paced, changeable environment, independently and with team
• Collaborative, with an interest in helping to shape new processes and reporting structures
• Transaction and diligence experience. Leading and reviewing models, data interpretation and making clear recommendations at pace

A little about us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work. Are we a perfect match? Check out this video and find out!

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It’s not about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

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