Financial Planning and Analysis Associate

About us 

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.  

At Davy, you are the difference.   

Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.  

Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.  

About the role

A position has arisen for a Financial Planning & Analysis (FP&A) Senior Associate at Davy. Reporting to the Associate Director, the FP&A Senior Associate will be a strategic finance partner delivering exceptional service to our core business units. This role will entail working with business unit managers to provide value-added decision support.

The FP&A Senior Associate is also responsible for supporting the budgeting and forecasting process and leading the review of key business metrics and drivers. This will involve collaborating across the Finance team and modelling business scenarios to support project business cases and project initiatives.
We are seeking a strong communicator, with analytical skills, and previous exposure to enhancing business growth and scale.

Key success factors in this role include: strong business acumen, ability to influence, make sound recommendations as well as build and maintain solid relationships with key stakeholders.

In the role, the successful candidate will:

Commercial Performance

• Drive group financial performance through strong commercial partnering and decision support and solid / regular business engagement providing strategic analysis and value-based insight and action-oriented insights into business performance and planning
• Collaborate closely with business teams to develop and refine multi-year financial forecasts. Ensure forecasts are aligned with commercial objectives and individual team targets with monitoring progress and achievement of same
• Provide commercial insights and scenario analysis to support strategic decision-making across group functions.

Change & Transformation