Finance Business Partner (Investment Controlling & Decision Support)

Aldi UK; Atherstone; Hybrid; GBP 48,000 - 53,000; Full time

Benefits offered by this job

Salary range

Permanent contract

Hybrid with remote

5 weeks annual leave

Private medical insurance

Job summary

Aldi UK is seeking a Finance Business Partner (Investment Controlling & Decision Support) to drive investment planning, evaluation and performance monitoring across the business. You will partner with national and international stakeholders to ensure investment decisions are underpinned by robust financial analysis and governance.

You will provide insightful reporting, forecasting and portfolio analysis to deliver value from investments, support continuous improvement and adherence to

Qualifications

• Experience in finance, management accounting or analytical roles.
• Experience supporting budgeting, forecasting or performance analysis.
• Good understanding of management reporting, budgeting and forecasting processes.
• Working knowledge of SAP or equivalent ERP systems.
• Experience supporting month-end processes and financial controls.
• Experience supporting the strategic investment decision-making process through understanding investment appraisal and risk assessment.
• Experience reviewing business cases, tracking benefits and analysing investment outcomes.
• Experience with financial modelling and scenario analysis.
• Familiarity with IFRS and UK GAAP.

Responsibilities

• Support evaluation of business cases for investments by reviewing financial assumptions and risks.
• Collaborate with national and international departments to align investment controlling approaches.
• Develop and maintain local investment plans and monitor project progress and benefits.
• Assist budgeting and forecasting processes for current and future years.
• Analyse store portfolio and investment data to identify trends and opportunities.
• Ensure compliance with internal investment processes and maintain documentation.
• Prepare analysis, reports and data for national financial target discussions.
• Assist with ad hoc investment requests and contribute to process improvements.

Skills

Analytical skills

Organisational skills

Interpersonal/communication skills

Problem solving

Process improvements

Stakeholder engagement

Presentation skills

Independent working

Proactive approach

Attention to detail

Workload management

Finance/management accounting

Budgeting/forecasting

IFRS/UK GAAP knowledge

Education

ACCA/ ACA/ CIMA qualified (or equivalent)

Tools

SAP

PowerBI

Tableau

Job description

As a Finance Business Partner (Investment Controlling & Decision Support), you will play a key role in supporting investment planning, evaluation, and performance monitoring across the business. Working closely with national and international stakeholders, you will help ensure investment decisions are underpinned by robust financial analysis, aligned methodologies, and effective governance. Through the provision of insightful reporting, forecasting, and portfolio analysis, you will contribute to delivering value from investment activity while supporting continuous improvement and adherence to established standards.

Your New Role

• Support the evaluation of business cases for investments by reviewing financial assumptions, identifying key drivers, and highlighting potential risks.
• Assist in collaborating with national and international departments to align investment controlling approaches and support the application of consistent standards and best practices.
• Contribute to the development and maintenance of local investment plans, supporting the monitoring of project progress and tracking of expected benefits.
• Support budgeting and forecasting processes for current and future fiscal years, ensuring accuracy and timely delivery of relevant data and analysis.
• Assist in analysing the store portfolio and investment data to identify potential trends and improvement opportunities, supporting the implementation of agreed actions.
• Support compliance with internal investment processes, policies, and standards by maintaining accurate documentation and highlighting any inconsistencies
• Participate in national financial target discussions by preparing supporting analysis, reports, and data.
• Assist with ad hoc investment-related requests and contribute to continuous improvement initiatives to enhance processes and respond to evolving business needs.

About You

• Experience in a finance, management accounting or analytical role
• Experience supporting budgeting, forecasting, or performance analysis activities
• Good understanding of management reporting, budgeting, and forecasting processes
• Working knowledge of SAP or equivalent ERP systems
• Experience supporting month-end processes and financial controls
• Strong analytical skills with good attention to detail
• Good organisational skills and ability to manage workload
• Working knowledge of SAP or equivalent ERP systems
• Experience supporting month-end processes and financial controls
• Strong analytical skills with good attention to detail
• Experience supporting the strategic investment decision-making process through an understanding of investment appraisal and risk assessment
• Experience reviewing business cases, tracking business benefits and analysing investment outcomes
• Strong interpersonal and communication skills
• Ability to work independently as well as within a team
• Proactive approach with willingness to learn and develop
• Good organisational skills and ability to manage workload
• Problem-solving mindset with attention to accuracy
• Experience contributing to process improvements
• Exposure to stakeholder engagement or business partnering activities
• Confidence in presenting information clearly and concisely
• Experience with financial modelling and scenario analysis
• Familiarity with IFRS and UK GAAP
• Working knowledge of PowerBI/TableauACCA / ACA / CIMA qualified (or equivalent) or qualified by experience

What You’ll get in Return

• Salary starting from £48,225 rising to £52,930
• Permanent contract
• Monday to Friday, 8:00am to 4:00pm, with the opportunity of 2 days a week remote working
• 5 weeks’ annual leave plus Bank Holidays
• In office flexi-time
• Full training provided
• Private employee medical insurance after 4 years
• Company maternity, paternity and adoption pay after 1 year
• Long service rewards
• Access to MyBenefits, where you can find a wide range of benefits, including our bike to work scheme, shopping and cinema discounts, health cash plan, a FREE will, travel and discounted gym memberships, as well as a host of benefits to support your financial and wellbeing needs
• Access to a free,24/7, confidential virtual GP service for all Aldi Colleagues and their children (under the age of 16)

*You’ll need to live within 90 minutes of your main working location

*Please be aware that this role does not fulfil the requirements for visa sponsorship

Aldi is an equal opportunities employer. We’re committed to maintaining a diverse and inclusive workforce and are dedicated to promoting a culture of inclusion, providing an environment in which collaboration, respect and fairness are essential. We value diversity and are dedicated to treating all of our colleagues and prospective colleagues fairly and with respect.