Finance Analyst- Capital & Investments

Central England Coop; Lichfield; On-site; GBP 40,000 - 65,000; Full time

Job summary

OurCoop is seeking a commercially minded finance professional to support investment strategy with high quality financial analysis, reporting and insight. You will work closely with the Finance Manager- Capital & Investments to measure investment performance and provide stakeholders with robust information to guide future decisions.

You will monitor key investment KPIs, contribute to capital budgeting reviews, and produce post-investment analyses, while supporting ad hoc projects and initiatives

Qualifications

• Professionally qualified accountant (ACCA/ACA/CIMA) or studying towards qualification.
• Strong commercial and financial acumen with ability to understand key business drivers.
• Advanced Excel skills and experience manipulating large data sets.
• Ability to translate complex financial data into clear, actionable insights.
• Proactive, independent worker with good organisational and time-management skills.

Responsibilities

• Provide high quality financial analysis, reporting and insight to support investment strategy.
• Measure and evaluate performance of investments and report to stakeholders.
• Monitor and report on key investment performance indicators and identify trends.
• Support tracking of capital budgets, development projects, acquisitions and disposals.
• Produce post-investment reviews and identify actions for continuous improvement.

Skills

Advanced Excel

Financial analysis

Commercial acumen

Independent/Proactive work

Education

ACCA/ACA/CIMA or studying towards

Tools

Excel

Job description

What will you be doing?

As a key member of the Finance team, you’ll play an important role in supporting our investment strategy by providing high quality financial analysis, reporting and insight.

Working closely with the Finance Manager- Capital & Investments, you’ll help measure and evaluate the performance of our investments, ensuring that stakeholders have access to accurate information and meaningful analysis to support future investment decisions.

You’ll contribute to the monitoring and reporting of key investment performance indicators, helping to assess the success of our investment portfolio and identify emerging trends and opportunities. This role will also support the tracking of strategic priorities and key programmes including development projects, acquisitions, and disposals.

Part of your role will involve supporting the review and consolidation of capital budgets, ensuring financial information is robust, accurate, and aligned with our Society priorities. You’ll also assist in the production of post-investment reviews, analysing outcomes, capturing key learnings, and identifying actions that drive continuous improvement across future investment activity.

Alongside maintaining comprehensive reports and performance data across the organisation, you’ll provide financial support on a range of ad hoc projects and initiatives. This is an excellent opportunity for a commercially minded finance professional who enjoys turning complex financial information into clear, actionable insights and wants to contribute to the successful delivery of key strategic investments.

How will I know if I am right for this role?

We are looking for a professionally qualified accountant (ACCA/ACA/CIMA) or someone studying towards their qualification.

Bringing a strong commercial and financial acumen, you’ll be confident in developing an understanding of the key drivers of the business area.

Essential to this role will be your advanced excel skills and experience in manipulating large data quantities. You’ll be confident in your ability to translate complex financial data into clear, actionable insights and able to work collaboratively with both cross functional and finance colleagues.

You’ll feel comfortable in challenging current practice and processes with a drive for continuous improvement.

Able to work independently and use your own initiative, you’ll demonstrate a proactive approach to issue resolution.

Due to the nature of this role, you’ll need to possess strong organisational and time management skills and able to deliver to deadlines.

Preferably, you’ll bring experience of capital budgeting, investment analysis or portfolio performance measurement.

Everyone is welcome here.

We’re happy to make reasonable adjustments so that all our candidates can show us how they’ll perform their role.

There is a section in the application form where you can provide any additional information. Please use this section to include any reasonable adjustments you need, and we’ll do our best to support you through our recruitment process.

Who are we?

OurCoop is the UK’s largest independent co-operative Society, with more than one million Members and 13,000 colleagues operating in communities nationwide. It was formed by bringing together Central Co-op, The Midcounties Co-operativeand Chelmsford Star Co-op to create a stronger, member-owned organisation rooted in shared co-operative values.

The Society trades nationally through its family of businesses while remaining deeply rooted in local communities. Its footprint spans Gloucestershire, Oxfordshire, Wiltshire and Bedfordshire in the South and West; the Midlands including Derbyshire, Staffordshireand Northamptonshire; the North including Cheshire, Greater Manchester, Lancashireand Yorkshire; and the East of England, including Essex, Norfolkand Suffolk.

Why join us?

The enthusiasm and commitment of our colleagues is what keeps our customers coming back, and every role plays an important part in making a real difference each day.

As a co-operative built on the values of equity, solidarity and community, we believe our colleagues should be recognised and rewarded for the contribution they make.

That's why we offer a competitive salary, generous holiday entitlement that increases with service, and a wide range of colleague benefits. From colleague discounts, recognition programmes and personalised learning and development opportunities to paid volunteering time and enhanced family friendly policies, we're committed to helping our colleagues feel valued, supported and able to thrive.

Wellbeing is a priority for us, and we provide a range of benefits and support designed to help colleagues look after their physical, mental and financial wellbeing. Whatever stage of life you're at, we're here to help you achieve your personal and professional goals.

To learn more about our rewards and benefits, please visitRewards and benefits - Central Coop