EPIC Investment Partners Reviews by Employees

Process Specialist

Senior Process Specialist

Process Associate

Senior Process Associate

Management Trainee

EPIC Investment Partners. About Us: EPIC Investment Partners (EPIC) is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times. Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions:. Capital: patient and flexible private capital encompassing early-stage investing, private equity and SPACs. 1300 million assets under management (AuM). Markets: fund management platform with 250 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies. Administration: full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. 3 billion assets under administration. Advisory: discrete and independent advice to corporates, families and institutions on large and small transactions ranging from 25 million to 1 billion in value. We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them. This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century. We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision-making are the guiding principles. Our Values. Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations. Clients First: We place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short-term needs and seek to deliver on commitments with a sense of urgency. Intellectual Integrity: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view. Collegiate: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform. Role Profile: Manager FP&A. We are looking for a highly motivated FP&A Manager to lead financial planning, analysis, and reporting functions across the EPIC group companies. This role will be critical in supporting strategic decision-making by providing insightful financial analysis and preparing budgets and forecasts. The ideal candidate is a qualified Chartered Accountant with proven FP&A experience. The individual must also be a credible self-starter with the ability to build the function. Role description and responsibility overview. Financial Planning. - Lead the annual budgeting process, collaborating with stakeholders across departments. - Lead the periodic reforecasting exercises that take place during the year. - Prepare the weekly short-term cash flow forecasts. - Enhance financial planning process and reporting tools to improve efficiency, accuracy, and insight. Analysis and Reporting. - Prepare high-quality financial commentary in the Management Accounts for all Group entities. - Prepare monthly Board packs. - Prepare ad-hoc financial analysis as required by various business stakeholders. Stakeholder Management. - Liaise with internal stakeholders as appropriate to obtain key inputs for the budgets and forecasts. Team and Organisation. - Develop the team and provide necessary mentorship to juniors. - Take ownership of the FP&A function. - Collaborate with the wider Group Finance team on cross-functional workstreams. Other Major Responsibilities. - Take the lead on the Data workstreams and communicating key insights. - Review and proactively manage costs across the business. Candidate Profile. - Qualified ACCA / CA having 5 to 8 years of post-qualification experience and strong academic record. - Previous experience in FP&A role. - Previous team management experience. - Excellent written and spoken English. - Strong analytical, financial modelling, and data interpretation skills. - Proficiency in Excel, financial software and tools. - Proficiency in Power Point and creating presentation decks. - Strong modelling skills and excellent ability to spot, investigate and explain discrepancies. - Proven ability to communicate financial insight to stakeholders clearly and concisely. - High attention to detail and strong organisational skills. - Experience in people development and team leadership. Characteristics. - Role models EPIC values: Clients First, Intellectual Integrity, Collegiate. - Excellent commerciality and sound judgement. - Delivers on commitments with a sense of urgency. - Builds positive working relationships. - Ability to work under pressure and ensure deadlines are met. - Proactive and a self-starter, ability to drive initiatives and lead workstreams to completion. Location / Hours: Noida. Shift timings: 13:30 22:00 / 11:30 20:00 on a [weekly rotating basis].

Noida

EPIC Investment Partners - Manager - Financial Planning & Analysis 

Role Profile: Manager Finance - Financial control of the management company. - Deliver the budgeting, forecasting, and planning process across the group. - Preparation, review, and submission of annual and interim statutory financial statements under IFRS and FRS 102. - Driving process and control enhancement to ensure efficiency and scalability. - Assistance with the integration of newly acquired companies, ensuring group policies and procedures are rolled out efficiently. - Preparation for Board packs. - Stakeholder management. - Meeting with senior management on a regular basis to present management accounts and understand the needs, as well as advising on the financial implications and consequences of business decisions. - Oversee the annual audit and tax. - Maintain relationships with auditors, tax advisors and banks. Team and organisation: - Minimum 3 years of team management experience, with focus on developing the team and providing necessary mentorship. - Take ownership of financial processing to deliver best in class service levels. - Update and implement financial policies and procedures. - Deliver continuous improvement in efficiency, quality, and consistency of reporting. Other major responsibilities: - Prepare/Oversee the monthly Management Accounts, including Profit & Loss, Balance Sheet, Cash Flow, Variance Analysis. - Cash and capital monitoring and management, including weekly cash flow reports and forecasts, as well as debtors and creditors management and funds transfers as required. - Review of Profit & Loss and Balance Sheet including general ledger analysis and assisting in complex accounting entries. - Preparation and submission of VAT returns, including partial exemptions methodologies and EU reverse charge mechanism. - Ongoing review and proactive management of costs across the business. - Checking and approving the weekly and adhoc payments. - Ensuring all regulatory filings are all up to date before time and submitted. - Preparing Corporation Tax returns and liaising with tax advisors. - Proficiency in MS Excel is preferred. Skills and Experience: - Qualified CA/ACCA having 8 plus years of post-qualification experience and strong academic record. - Previous experience in a senior finance role and financial control experience. - Excellent knowledge of accounting for SMEs with strong book-keeping knowledge. - Excellent written and spoken English. - The person should understand relevant, multi-jurisdictional accounting rules. - Strong modelling and Excel skills and excellent ability to spot, investigate and explain discrepancies. - Experience in people development and team leadership. Characteristics: - Role models EPIC values: Clients First, Intellectual Integrity, Collegiate. - Excellent commerciality and sound judgement. - Focused on internal and external client needs, delivering on commitments with a sense of urgency. - Builds positive working relationships with energy. - Ability to work under pressure and ensure deadlines are met. Location / Hours: Noida. Shift timings: 13:30 22:00 / 11:30 20:00 on a [weekly rotating basis] -.

EPIC Investment Partners - Manager - Finance 

Apply to 2 EPIC Investment Partners jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in EPIC Investment Partners Now! Company Page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

Apply to 2 EPIC Investment Partners jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in EPIC Investment Partners Now! Comapny page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

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