Job Description

Who we're looking for

We are seeking a highly motivated and experienced Management Accountant with a minimum of 5 years' post-qualification experience (PQE) to join our finance team. This role will support the Head of Group Management Reporting, providing essential insights and analyses that drive decision-making and strategic financial planning. The ideal candidate will have proven experience in management accounting, strong analytical skills, and a proactive approach to both financial reporting and business partnership.

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.



We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team

The Group Management Reporting team is responsible for the provision of Management Information to the Group Management Committee and Board, including both financial and non-financial information. To meet these requirements the team produces a suite of monthly information and related commentary in accordance with a monthly timetable. It also produces ad hoc analysis to support business decisions as they are required.


In addition, the team is responsible modelling long term business forecasts that support the Group business strategy and stress testing (ICAAP/ILAAP/ICARA). This requires close liaison with both finance and non-finance stakeholders.


Finally, the team is responsible for the management of the Group budget process. This involves detailed planning, monitoring of progress, control and review of information and the reporting of this information to senior management.

What you'll do

This is an important role providing an excellent opportunity for a motivated individual to gain an understanding of the asset management business through exposure to group reporting. As part of a small team, each member will encounter a wide range of responsibilities, including interactions with the Executive Committee members.



The successful candidate will take responsibility in conjunction with the Head of Group Management reporting for:


Preparing and updating the group Forecast model for different scenarios in order to support the group strategy process and capital adequacy stress testing with a particular focus on liquidity and balance sheet forecasting. Supporting the new IFPR requirements with the production of ICARA for our UK regulated entities with a particular focus on the balance sheet element. Maintaining an appropriate control framework around the forecast process, to minimise the risk of misstatement including ensuring standard procedures for documentation are adhered to and appropriate levels of review are undertaken and documented. Preparing quarterly cash-flow forecasts for a number of regulated entities.

The knowledge, experience and qualifications you need

Qualified Accountant with a minimum of 5 years PQE with experience of management reporting gained within the Financial services industry. Strong IT skills and an experienced user of Excel to an advanced stage where they are able to demonstrate competency in financial modelling. Experience with Hyperion Planning is desirable. Able to demonstrate a high level of awareness of the commercial implications of trends within the financial data and of business drivers and their impact Highly numerate with strong attention to detail and controls Very strong written and verbal communication skills Able to deal proficiently with large sets of data and present information clearly so as to aid management's understanding of the business Able to work under own initiative, to tight deadlines and be proactive in their approach; Able to develop close and effective working relationships within finance and across other areas of the business. Good inter-personal skills, as these will be required to deal with a wide range of people; Able to analyse process flows and identify areas to improve efficiency Control focussed and diligent

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.