Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
What’s In It For You
- Competitive salary
- We are globally hybrid working.
- Pension Scheme (6% employer, 4% employee)
- Private medical insurance
- Free onsite parking at Belfast office
- Free onsite gym
Purpose of the Job
- A Global Service Line FBP role, supporting the head of the team deliver on the annual goals and objectives set for the Finance team and Service Line leads.
- Coverage across the Capital Markets and Private Client Service Lines.
- To provide insightful and actionable analysis.
Main Responsibilities
- Strategic support to the Head of two Service Lines (Private Client and Capital Markets) and Head of FP&A;
- Working with the Service Line leaders, drive delivery of financial commitments;
- Proactively identify and deliver opportunities to improve financial performance in the Service Lines;
- Key stakeholder in the delivery of the annual planning cycle and quarterly reforecasting;
- Ensure budget commitments have clear accountability within the service lines (operational and financial) and hold people accountable to delivery of such commitments
- Support the budget process including the monthly tracking;
- Work closely with the Financial Controllership team to deliver financial reporting and insights in the most efficient and effective manner;
- Monthly reporting and analysis including Monthly Business Reviews, and input into our external reporting to investors and lenders.
- Challenge the existing and promote the “right” performance measures and KPIs;
- Support the development of management information reporting templates for business performance management;
- Support the roll out of automation of financial management reporting;
- Provide support including financial due diligence on potential M&A activity and/or refinancing or IPO;
- Ad hoc support to the head of FP&A.
Knowledge, Skills & Experience
- Fully qualified professional accountancy qualification (ACA/ACCA/or other)
- Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels;
- Excellent analytical and numerical skills;
- Strong interpersonal and communication skills;
- Commercial awareness and articulate;
- A solution driven attitude to problems;
- Strong time management, organisational and IT skills;
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
