Finance Analyst

TN United Kingdom; Bristol; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established not-for-profit organization in Bristol is seeking a proactive individual to support their financial management efforts. In this role, you will collaborate with the senior leadership team to analyze key financial drivers and establish performance metrics. Your analytical skills will be crucial in creating visual reports using Power BI and Excel, helping to communicate trends and insights to stakeholders. This position offers a flexible working environment, allowing you to balance office presence with remote work. Join a supportive team dedicated to making a positive impact in the community.

Benefits

Flexible working options

Parking

Study support

Supportive team environment

Qualifications

• Experience using Power BI and Excel at an advanced level.
• Proven examples of automating processes for maximum efficiency.

Responsibilities

• Support financial management and reporting for the organization.
• Create and maintain reports and dashboards to aid decision-making.

Skills

Analytical Skills

Stakeholder Engagement

Continuous Improvement

Financial Reporting

Education

Part or Newly Qualified Accountant (CIMA/ACA/ACCA)

Tools

Power BI

Power Query

Microsoft Excel

Job description

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Your newpany

Bristol based not for profit business

Your new role

You will have a crucial part in supporting the financial management of the organisation and will help them understand and manage key financial drivers. In this role, to succeed, you will need to be a proactive individual with an inquisitive nature that motivates them to examine data in detail to understand the key drivers and underlying trends. You will use your analytical skills to clearly communicate trends and patterns with key stakeholders and tell the stories behind the data to support decision making.

1. Work with the senior leadership team to understand key drivers of financial performance.
2. Establish a set of suitable organisation-wide KPIs to measure performance against key drivers.
3. Create and maintain reports and dashboards using visual metrics in Power BI or Microsoft Excel to support decision-making.
4. Support the preparation of statutory returns and returns to grant-making bodies or internal audits.
5. Support the Finance team in ensuring income and expenditure are treated correctly under the Statement of Recommended Practice (SORP).
6. Support the management of restricted, designated, undesignated, and endowment funds.
7. Support the Sales Ledger Manager with grant applications and management.
8. Ensure financial policies and processes are developed, reviewed, and implemented in line with standards.
9. Ensure compliance with financial procedures and notify the Head of Financial Planning & Reporting or Finance Director of any non-compliance.

What you'll need to succeed

1. You will need to be a part or newly qualified accountant (CIMA/ACA/ACCA) with experience using Power BI, Power Query, and Microsoft Excel, at an advanced level.
2. Experience of creating visual reports and dashboards using complex datasets.
3. Proven examples of fully or semi-automating processes for maximum efficiency.
4. You will need to show you have experience of engaging with stakeholders at all levels, with different technical capabilities, in an inclusive manner.
5. Experience of identifying continuous improvement opportunities and implementing improvements end-to-end.

What you'll get in return

1. Flexible working options available - 3 days in the office, 2 days WFH.
2. Parking
3. Study support
4. Supportive and friendly team to work with