Finance Business Partner, Plum
Costs
+ Stock options
2 days a week in office
Wealth automation app
Be an early applicant
Wealth automation app
201-500 employees
Be an early applicant
+ Stock options
2 days a week in office
201-500 employees
Company mission
To accompany people on their financial journey and give them the tools to manage, save and invest their money.
Role
Who you are
- The role will fit someone who is hands on, analytical and curious about how to build a business sustainably
- You have an ACA/ CIMA/ CFA qualification or equivalent, with strong knowledge of accounting and finance fundamentals
- You have at least 3 years of experience in FP&A or commercial finance
- You have a strong analytical background, with a degree in Maths, Economics, Accounting, Business Analytics and/or Data
- You have a strong working knowledge of Excel and financial modeling experience and are confident in setting up models and processes from scratch
- You have great attention to detail and problem-solving skills
- You are hands on, driven and proactive; you take ownership of your work and can collaborate as a team player
- Experience working with an accounting software, such as Xero, is a plus
- Experience working in fintech is a plus
- Experience with Looker is a plus
- Experience analyzing data and working with Data Teams is a plus
What the job involves
- As a Finance Business Partner (with a focus on costs) you will be part of our Finance Team and work directly with the FP&A Lead and Finance Business Partner (Rev), as well as working closely with the Accounting Function and CFO, to make sure Plum is in good financial health and well prepared for scale!
- Typical areas of focus will include: budgeting, forecasting, month end management reporting, financial analysis and business case modeling.
- Build and maintain departmental cost budgets, analyze performance vs budget
- Build strong relationships with key stakeholders, becoming a trusted strategic partner
- Partner with heads of departments on capacity planning and to identify optimal cost structures across the P&L
- Contribute to the financial modeling and budgeting process of Plum and provide input to aid in setting Plum’s financial strategy
- Support the partnership team and wider business to evaluate the economics and pricing for potential partnerships and ultimately inform business decisions
- Lead the month end process, including investor and partner reporting, quarterly board reporting and analyzing key risks and opportunities
- Support on periodic updating of the group’s ICARAs, recovery and wind-down plans
- Work with the data team to improve the accuracy of our forecasting; and
- Embrace automation across all processes in FP&A
Salary benchmarks
Our take
Consumers are not satisfied with the products being offered by traditional banks, who have proven slow to react to their needs and demands. Plum is one of the increasing number of money management alternatives, offering a platform for users to automate their investments and savings.
The development of fintech in the UK has made the space incredibly competitive, with other companies such as Cleo and Emma trying to solve similar problems. That said, Plum has certainly found its place, with over a million users having downloaded the app. It was also voted Best Personal Finance App at the 2023 British Bank Awards, a testament to its popularity.
After strong performance leading to more than 2 million users across 10 European markets, Plum secured Series B funding which will be used to strengthen its UK product offering. Plum has ambitious plans for the rest of Europe too, having recently launched ETFs for EU customers and partnered up with Eurobank company. Other developments on the platform include the addition of "Watchlists" and "Price Alerts", two features that aim to further empower people by delivering smart notifications and portfolio control.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
35% female employees
7% employee growth in 12 months
Company
Employee endorsements
Flexible working
"Usually going to the office twice a week (since there are really nice perks there too :D). I am also able to work from our offices in Athens and..."
Funding (last 2 of 12 rounds)
Jul 2024
$16.8m
SERIES B
Jun 2024
$2.8m
SERIES B
Total funding: $84.8m
Company benefits
- 25 days paid holidays + UK bank holidays (33 in total)
- We're all in this together! Own part of the company through stock options
- 45 days work from anywhere
- 1 extra day for volunteering
- Our annual team trip, to a secret destination
- Annual training budget
- Free Plum Premium subscription
- Flexible working hours (flexible hybrid remote model)
Company values
- Figure It Out - Creating change is not impossible. Effort, curiosity, and persistence got us where we are today and will get us where we need to be tomorrow
- Make Change Happen - Money will work radically differently from how it does today. When it comes to savings - it will only work the way it should, if we make it happen
- Together We Push - We push each other to a high standard, treat each other fairly, and are constantly evolving into better versions of ourselves. We push new ideas - the old way of money is no longer fit for purpose. We push until it’s done. “Done” is when it’s helping our customers
- No Frills - We’re lean and efficient because we’re here for the long term. Our journey with our customers ends when they retire
- Have Their Back - Plum customers are financially better off people. We look out for them and have their best interests at heart, whilst still having a material impact on their finances. This is why they trust us
Company HQ
Farringdon, London, UK
Articles
Leadership
Victor Trokoudes
(CEO)Previously Head of International Banking at TransferWise. Started their career at Morgan Stanley as a trader. Has an MBA from INSEAD
Share this job
View 3 more jobs at Plum