Finance Analyst Investments & MI

hireful; Retford; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Finance Analyst to join their team, focusing on Investments and Management Information (MI). This entry-level role offers the chance to analyze financial trends, optimize investment strategies, and provide key insights within the IBA/Treasury environment. You will be responsible for monitoring investments, forecasting cash flows, and ensuring compliance with internal policies. The company promotes a culture of innovation and growth, providing flexible working options, competitive benefits, and ongoing learning opportunities. This is an excellent opportunity to kickstart your finance career in a supportive environment.

Benefits

Flexible working options

Generous holidays

Pension scheme

Enhanced parental leave

Life insurance

Discounts on tech, travel, and leisure

Ongoing learning and development support

Paid volunteering and charity days

Qualifications

• Strong analytical skills and proficiency in MS Excel are crucial.
• Some experience in finance admin or reconciliation is preferred.

Responsibilities

• Monitor and manage investments in line with Group policies.
• Assist in MI reporting, audits, and compliance activities.

Skills

Analytical Skills

Problem-Solving Skills

Finance Administration

Reconciliation

Tools

MS Excel

Power BI

DAX

Macros

Job description

Finance Analyst – Investments & MI

Finance Analyst – Investments & MI (Entry-Level Opportunity)
Are you looking to kickstart or grow your career in finance and management information (MI)? Join us as a Finance Analyst with a focus on Investments and MI, where you’ll help analyze financial trends, optimize investment strategies, and deliver key business insights within our IBA/Treasury environment.

Key Responsibilities:

1. Monitor and manage investments in line with Group policies
2. Model and forecast cash flows to support financial planning
3. Assist in MI reporting, audits, and compliance activities
4. Identify opportunities for process improvement and risk control
5. Ensure compliance with CASS and internal policies

What You’ll Bring:

1. Strong analytical and problem-solving skills
2. Proficiency in MS Excel (Power BI, DAX, or Macros is a plus)
3. Some experience in finance admin or reconciliation (preferred)
4. A basic understanding of insurance or insurer accounting (bonus)

Why Join Us?

1. Competitive salary and benefits
2. Flexible working options and generous holidays
3. Pension scheme, enhanced parental leave, and life insurance
4. Discounts on tech, travel, and leisure
5. Ongoing learning and development support
6. Paid volunteering and charity days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your finance career.