Financial Planning and Analysis

• Assist in operating and overseeing the development of investment solutions across all Davy Select business channels
• Work with senior management on launching new Davy Select investment products
• Manage complex and critical model management operations for investment solutions
• Improve processes for investment selection, portfolio construction, and fund lists
• Build relationships across business and operations areas
• Work with the Davy Investment Team on investment strategy and investment selection initiatives
• Act as a contact for investment-related queries between Davy Select Account Managers and Independent Financial Advisers
• Provide investment analysis on funds and strategies
• Contribute to intermediary and client events, internal investment seminars, and client meetings
• Provide and maintain investment content for the Davy Select website
• Attend investment conferences and seminars for CPD or investment-report contributions
• Report to the Head of Investments and collaborate with the wider Davy Investment Team and Davy Select senior management

Investment Analyst

• Lead annual budgeting, rolling forecasts and long-range planning processes
• Develop and maintain financial models and scenario analysis to support strategic decision-making
• Analyse performance against budget and forecast, identifying key variances, risks and opportunities
• Ensure planning assumptions are robust, aligned and evidence-based
• Own and develop financial and operational KPI frameworks
• Monitor performance, identify trends and drivers, and recommend corrective actions
• Lead performance reviews with stakeholders to ensure accountability and delivery
• Develop measures that provide early visibility of risks, opportunities and progress against objectives
• Prepare and deliver clear, accurate and decision-focused reporting for Executive and Board audiences
• Translate complex financial and operational data into meaningful insights and recommendations
• Highlight key performance drivers, risks, opportunities and required actions
• Maintain strong reporting governance, controls and data integrity
• Partner with senior leaders to provide financial insight, commercial guidance and constructive challenge
• Support strategic and operational decision-making through robust analysis and recommendations
• Promote disciplined investment and spending decisions through evaluation of returns, risks and benefits
• Develop and automate reporting and dashboards using Power BI and other analytics tools
• Improve reporting efficiency, accessibility and quality through process and system enhancements
• Partner with Finance, Technology and Data teams to ensure trusted, well-governed reporting
• Drive continuous improvement across FP&A tools, processes and reporting capabilities
• Provide guidance and support to finance colleagues contributing to planning and reporting activities

Financial Planning and Analysis Manager

• Oversee accounting, statutory reporting, compliance, and controllership activities for one or more EMEA legal entities, primarily Romania and Bulgaria
• Act as a key liaison between local finance operations, external advisors, auditors, and EXL's global finance organisation
• Lead and coordinate monthly, quarterly, and annual financial close activities
• Ensure accurate and timely preparation of statutory financial reporting
• Review journal entries, balance sheet reconciliations, and supporting schedules
• Analyse financial results and investigate significant variances
• Support consolidation and group reporting requirements
• Manage Romanian and Bulgarian statutory accounting and financial statement preparation
• Coordinate annual audits and act as the primary contact for external auditors
• Ensure compliance with local accounting regulations and company policies
• Oversee compliance with reporting obligations
• Support implementation and monitoring of new accounting standard changes
• Support SOX and internal control compliance activities where applicable
• Partner with internal and external tax advisors on corporate tax, VAT, and transfer pricing matters
• Assist with local tax authority queries and compliance reviews
• Ensure alignment between accounting records, tax filings, and statutory reporting

Finance Manager – Controllership

• Assist the Global Innovation & R&D Controlling department with control and reporting for the Scientific Innovation Office
• Perform month-end close duties, including journal entries and management reports
• Understand ongoing R&D operations and the status of R&D projects
• Manage actuals versus budget to help R&D attain targets
• Oversee maintenance of R&D tracking systems and enhance project tracking capabilities
• Develop methodologies and execute processes to create meaningful data representations for R&D project tracking
• Perform business budgeting and forecasting
• Manage monthly and year-end closing and financial reporting processes
• Analyze operating results and budget-versus-actual reporting, including detailed variance explanations
• Provide support for special projects and ad hoc requests
• Prepare business cases and financial evaluations for pipeline projects and new business opportunities
• Assist in maintaining the cost accounting system, including master data and project portfolio

Senior Finance Analyst – R&D Controlling, BI

• Manage a portfolio of clients and oversee end-to-end internal audit controls engagements
• Execute end-to-end internal audit and controls engagements for technical or high-risk engagements
• Assess control deficiencies and identify opportunities to enhance clients' internal control environments
• Prepare and review workpapers and deliverables in line with Deloitte's internal audit methodology
• Prepare and review planning and reporting deliverables for internal management and clients
• Present engagement results to clients' senior management and accompany Deloitte Partners at Audit Committee and Board meetings
• Develop technical expertise through continuous coaching, mentoring and team leadership
• Communicate effectively with client personnel, Deloitte team members and management
• Support business and practice development, including tenders and new business opportunities
• Lead internal department initiatives including training, business development, coaching, engagement scheduling and recruitment
• Report to a Director focused on Internal Audit and Controls Assurance

Assistant Manager, Internal Audit – Non Financial Services

• Support the Investment Risk function through risk reporting and oversight for regulated funds
• Calculate market risk analytics and monitor investment compliance limits for ManCo clients
• Review fund-related reports provided by Investment Managers
• Perform due diligence on Investment Managers as part of the client acceptance process
• Analyse key risk indicators of Waystone’s client portfolios
• Prepare regulatory reports such as Annex IV
• Conduct liquidity stress testing in accordance with each fund’s policy
• Prepare risk reporting for monthly review by Waystone’s Risk Committee
• Present risk analysis at external fund board meetings

Manager – Investment Risk

• Deliver accurate, audit-ready financials by the 20th of each month with full account reconciliation and zero material errors
• Build and maintain a 12-month rolling cash forecast, updated weekly, ensuring liquidity and visibility
• Lead the annual budgeting and forecasting process across all departments
• Develop automated systems and workflows to reduce manual reporting time
• Partner with leadership to increase profitability and improve EBITDA
• Create and document SOPs for close, forecasting, cash flow, and reporting processes
• Implement systems for expense management, travel, and purchasing
• Produce financial dashboards and KPIs
• Partner with Product, Sales, and Operations on growth, cash flow, and inventory planning
• Evaluate ERP and reporting technology solutions for company scale
• Own the full finance function and lead financial strategy supporting company growth toward $100M and beyond

Strategic Finance Director

• Act as the primary finance partner to designated business functions and ELT stakeholders
• Provide financial insight, challenge, and support for informed decision-making and resource prioritisation
• Influence senior leaders on investment choices, workforce planning, organisational design, and cost optimisation
• Lead annual budgeting, quarterly forecasting, and long-range planning processes
• Develop financial forecasts and identify risks, opportunities, and mitigation plans
• Support delivery of financial targets through proactive performance management
• Monitor Opex, Capex, headcount, contractors, and strategic initiative expenditure
• Deliver monthly reporting and variance analysis highlighting key business drivers
• Identify opportunities to improve efficiency, productivity, and return on investment
• Develop, evaluate, and challenge business cases for strategic initiatives, technology investments, transformation programmes, and operational improvements
• Track post-investment benefits and support accountability for value realisation
• Partner with functional leaders on headcount planning, hiring decisions, organisational changes, and workforce investment strategies
• Drive continuous improvement in financial reporting, planning, and forecasting processes
• Leverage FP&A tools, data analytics, and AI-driven solutions
• Champion self-service reporting and improved access to financial insights
• Ensure adherence to financial policies, approval frameworks, and governance requirements
• Support month-end, forecasting, and planning activities with a focus on accuracy and control
• Present financial insights to senior leadership and executive audiences
• Build relationships across business functions and influence outcomes without direct authority

Senior Finance Business Partner

• Support coordination and execution of annual financial statement audits for US Credit Funds, consisting of approximately 100 separate financial statements
• Partner with Fund Accounting, Finance, Operations, Legal, Compliance, Tax, and business teams
• Coordinate with fund administrators, custodians, and other third-party service providers
• Maintain and enhance financial reporting processes and controls
• Identify opportunities for process improvement and automation
• Support strategic projects and business initiatives as required
• Support coordination, execution, and quality of financial and regulatory reporting activities for Private Credit funds
• Work closely with fund accountants to ensure accurate and timely delivery of reporting requirements

Associate, Private Credit/PEP Quality Control, Financial Reporting

• Support the Head of Finance in designing, implementing, and operating the Company's Finance and Safeguarding Framework
• Manage the daily safeguarding reconciliation process, including internal and external reconciliations and the four-eye approval process
• Highlight potential risk issues or discrepancies for escalation
• Coordinate regulatory and statutory reporting and oversee day-to-day reconciliations
• Assist in producing dashboards and reports for governance committees
• Oversee finance-related activities performed by third parties
• Facilitate internal and external audits, provide timely information, manage query resolution, and maintain process documentation
• Identify automation and continuous improvement opportunities to improve reporting quality and reduce manual processes
• Mentor junior team members
• Maintain a strong culture of compliance and operational excellence