Banking and Treasury Analyst

Insights Learning & Development Ltd; Dundee; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

35 days holiday

Private medical insurance

Income protection

Life assurance

Electric car scheme

Health cash plan

Gymflex

Holiday purchase option

Employee Assistance Programme

Employee discount platform

Job summary

Insights is hiring a Banking & Treasury Analyst to own banking transaction processing and reconciliations across its global banking network. You will work with Finance and operations across the UK, US, APAC and other international entities, focusing on banking operations while helping to modernise through automation and AI-enabled improvements.

Reporting to the Financial Controller, you’ll support day-to-day activity and participate in treasury tasks such as cash forecasting, liquidity planning

Qualifications

• Experience in transactional finance or banking operations.
• Strong reconciliation and problem-solving skills.
• Experience processing high volumes of financial transactions accurately.
• Attention to detail and commitment to quality.
• Ability to work across multiple systems and large datasets.
• Strong organizational skills and ability to manage priorities.
• Experience with multiple currencies and international transactions.
• Interest in automation or AI-driven efficiencies.
• Strong communication and stakeholder management skills.
• Experience with treasury operations or global banking environments is advantageous.

Responsibilities

• Processing and posting daily banking transactions across multiple global entities.
• Ensuring accurate coding and allocation of banking transactions within Microsoft Dynamics 365.
• Performing daily, weekly and monthly bank reconciliations across multiple currencies and bank accounts.
• Investigating and resolving discrepancies between bank statements and finance systems.
• Working closely with internal finance teams and banking partners to resolve transactional queries.
• Supporting month-end and year-end activities through accurate and timely completion of banking processes.
• Assisting with treasury activities including cash forecasting, cash management and liquidity planning.
• Maintaining clear documentation and audit trails for all banking activities.
• Identifying opportunities to streamline and improve manual processes through automation and AI-enabled solutions.
• Contributing to continuous improvement initiatives across Global Finance.

Skills

Transactional finance

Banking operations

Reconciliations

Automation

AI-driven efficiencies

Stakeholder management

Multi-currency handling

Data analysis

Tools

Microsoft Dynamics 365

Job description

At Insights, we believe people thrive when they better understand themselves and others. Our learning solutions help organisations around the world build stronger relationships, develop leaders and create lasting positive change.

We're now looking for a Banking & Treasury Analyst to join our Global Finance Team and play a key role in supporting the day-to-day banking operations that keep our global business running smoothly.

This is an opportunity for someone who enjoys working with high-volume financial transactions, reconciliations and problem solving, while also helping us modernise and improve the way we work through automation, AI and smarter processes.

Reporting to our Financial Controller, you'll support banking activity across multiple entities, currencies and regions while helping identify opportunities to make our processes faster, simpler and more efficient.

If you're someone who enjoys accuracy, ownership and continuous improvement, we'd love to hear from you.

Flexible Working

We believe people do their best work when they can balance their professional and personal commitments. That's why we're open to discussing flexible working arrangements and will consider requests that help you thrive both at work and at home.

Whilst this role can be performed remotely, we'd welcome applications from candidates able to attend our Dundee office on an occasional basis.

Job Description

The Opportunity

As Banking & Treasury Analyst, you'll take ownership of banking transaction processing and reconciliations across Insights' global banking network.

You’ll work closely with colleagues across Finance and support operations covering the UK, US, APAC and other international entities.

This role sits within Treasury but is primarily focused on the banking operations that enable the wider business to function effectively.

Alongside the day-to-day responsibilities, you’ll have the opportunity to help improve and modernise how we operate, identifying opportunities for automation and process improvement that reduce manual effort and create capacity for higher-value finance activities.

What You'll Be Doing

• Processing and posting daily banking transactions across multiple global entities.
• Ensuring accurate coding and allocation of banking transactions within Microsoft Dynamics 365.
• Performing daily, weekly and monthly bank reconciliations across multiple currencies and bank accounts.
• Investigating and resolving discrepancies between bank statements and finance systems.
• Working closely with internal finance teams and banking partners to resolve transactional queries.
• Supporting month-end and year-end activities through accurate and timely completion of banking processes.
• Assisting with treasury activities including cash forecasting, cash management and liquidity planning.
• Maintaining clear documentation and audit trails for all banking activities.
• Identifying opportunities to streamline and improve manual processes through automation and AI-enabled solutions.
• Contributing to continuous improvement initiatives across Global Finance.

Qualifications

What We're Looking For

We're interested in hearing from finance professionals who enjoy transactional finance, banking operations or reconciliations and take pride in delivering accurate, dependable work.

You may currently work in banking operations, treasury administration, accounts payable, accounts receivable, cash management or a similar finance environment.

Most importantly, you'll combine strong attention to detail with a mindset focused on improvement and efficiency.

What matters most is your ability to demonstrate:

• Experience working in a transactional finance or banking environment.
• Strong reconciliation and problem-solving skills.
• Experience processing high volumes of financial transactions accurately.
• Excellent attention to detail and a commitment to quality.
• Confidence working across multiple systems and large datasets.
• Strong organisational skills and ability to manage competing priorities.
• Experience working with multiple currencies and international transactions.
• An interest in process improvement, automation or AI-driven efficiencies.
• Strong communication and stakeholder management skills.
• Experience with Microsoft Dynamics 365, treasury operations or global banking environments would be advantageous, although not essential.
• We value practical experience and capability above formal qualifications and welcome applications from candidates who are qualified by experience.

Additional Information

Why Join Insights?

This is an opportunity to:

• Play a critical role within a global finance function.
• Gain exposure to international banking and treasury operations.
• Work with colleagues across the UK, Europe, APAC and North America.
• Contribute to meaningful automation and process improvement initiatives.
• Develop your knowledge of treasury, cash management and financial operations.
• Join a collaborative, supportive and values-led organisation.
• Help modernise finance processes through technology and AI.
• 35 days holiday
• Private medical insurance
• Income protection
• Life assurance
• Electric car scheme
• Health cash plan
• Gymflex
• Holiday purchase option
• Employee Assistance Programme
• Employee discount platform and additional wellbeing benefits

Everyone is Welcome at Insights

We know that great people don't always meet every requirement listed in a job advert.

If you're excited about this opportunity and believe you can make an impact, we'd love to hear from you, even if your experience doesn't perfectly match every point above.

At Insights, we're committed to creating an inclusive workplace where everyone feels they belong and can thrive. We celebrate diversity in all its forms and welcome applications from people of all backgrounds, experiences and perspectives.