Finance Business Partner (Investment Controlling & Decision Support)

Aldi; England; Hybrid; GBP 48,000 - 53,000; Full time

Benefits offered by this job

Pension scheme

Private employee medical insurance

Company sick pay scheme

Maternity, paternity and adoption pay

5 weeks' annual leave plus Bank HolidA

In office flexi-time

MyBenefits discounts

Free 24/7 virtual GP service

Job summary

Aldi is seeking a Finance Business Partner (Investment Controlling & Decision Support) to support investment planning, evaluation and performance across the business. You will collaborate with national and international stakeholders to underpin robust financial analysis and governance, delivering insightful reporting and portfolio analysis to maximise value from investments.

The role covers budgeting, forecasting, and monitoring, with a focus on aligning standards and driving continuous

Qualifications

• 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.
• 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.

Responsibilities

• Review investment cases and verify financial assumptions and key drivers.
• Collaborate with national and international departments to align investment controls and standards.
• Develop and maintain local investment plans and monitor projects and benefits.
• Support budgeting and forecasting with accurate data delivery and insights.
• Analyze store portfolio and investment data for trends and improvement opportunities.
• Ensure adherence to internal investment processes and maintain documentation.
• Prepare analysis and reports for national financial target discussions.
• Assist with ad hoc investment requests and drive process improvements.

Skills

Investment analysis

Budgeting & forecasting

Management reporting

SAP

Month-end processes

Analytical skills

Organisational skills

Investment appraisal

Stakeholder management

Independent working

Tools

SAP

PowerBI

Tableau

Job description

Vacancy Specification

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
• 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

Desirable:

• 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/Tableau
• ACCA / 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
• Pension scheme
• Private employee medical insurance after 4 years
• Company sick pay scheme
• 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.