Finance Automation Analyst

Morgan McKinley; Manchester; Hybrid; GBP 42,000 - 62,000; Full time

Job summary

Morgan McKinley is recruiting a Finance Automation Analyst in Manchester on a hybrid arrangement. The role focuses on automating reporting, improving data quality and streamlining financial workflows for a leading travel technology client.

You will automate insurance bordereau processes, implement validation checks, improve an email bot for insurance inquiries, and convert manual spreadsheet tasks into scripts and AI-guided workflows while documenting procedures for continuity.

Qualifications

• Proficient in Excel and Google Sheets with complex formulas, pivots and cross-file workflows.
• Experience with Google Apps Script, automations, triggers and custom functions.
• Working knowledge of SQL and cloud data warehouses such as Snowflake.
• Familiarity with version control tools like Git/GitLab.
• Hands-on use of AI coding tools (e.g., Claude Code) to build and document automations.
• Strong attention to detail and data quality across processes.

Responsibilities

• Automate reporting and data workflows to improve efficiency.
• Ingest, clean, reconcile and output data for reporting and controls.
• Enhance insurance bordereau workflows with validation and checks.
• Develop automated recurring reports and data transformations.
• Convert manual spreadsheets into maintainable scripts and AI-guided workflows.
• Document logic and assumptions for non-technical colleagues.

Skills

Excel

Google Sheets

SQL

Git/GitLab

Google Apps Script

Claude Code

Tools

Snowflake

Git

Job description

We’re recruiting a Finance Automation Analyst on behalf of a leading global travel technology company to automate reporting, strengthen data quality and improve financial workflows.

Manchester — hybrid, 2 days on site per week

What you’ll be doing:

• Automating insurance bordereau workflows, from source-report ingestion and data cleaning to reconciliation and output preparation.
• Building validation checks for duplicate records, missing data, formatting errors and financial mismatches.
• Improving an insurance complaints email bot, including classification, information extraction, routing and human-review controls.
• Automating recurring reporting, management information and data transformations.
• Converting manual spreadsheet processes into maintainable scripts, Google Apps Script tools or AI-agent workflows.
• Documenting logic, assumptions and fallback procedures so non-technical colleagues can maintain the outputs.

What we’re looking for:

• Strong Excel and Google Sheets skills, including formulas, pivot tables and workflows across multiple files and tabs.
• Google Apps Script experience, including automation, triggers and custom functions.
• Working SQL knowledge and experience querying cloud data warehouses such as Snowflake.
• Familiarity with Git/GitLab for version control and collaborative delivery.
• Hands-on experience using AI coding tools such as Claude Code to build, test and document automations.
• Excellent attention to detail, particularly around reconciliation and data quality.