Finance Data Analyst: Cost-to-Serve & Process Efficiency

Quilter; Southampton; On-site; GBP 36,000 - 54,000; Full time

Job summary

Quilter plc is seeking a cost to serve analyst in Southampton for a 6-month FTC/secondment within Operations, Finance and the Data CoE. You will translate activity into cost insights and identify opportunities for process re-engineering.

Working with a cross-functional team, you will build data-led cost models, validate activity-based data, and support business cases with robust documentation.

Strong Excel skills, attention to detail and the ability to interrogate large data sets are essential.

Qualifications

• Strong interest in finance, data and how operational processes translate into cost
• Analytical mindset with curiosity to understand why behind the numbers
• Attention to detail with ability to interrogate large data sets
• Confidence using Excel (lookups, basic modelling) and eagerness to develop further analytical skills
• Ability to work with both financial and non-financial stakeholders to gather and interpret information
• Strong organisational skills and the ability to manage multiple tasks in a structured way
• A proactive and inquisitive approach, with a willingness to challenge and improve existing processes
• Clear and concise communication skills, particularly when explaining data or findings
• Exposure to process mapping, operational analysis, or activity-based costing concepts
• Experience working with finance or operational data in a structured environment

Responsibilities

• Supporting the analysis of operational cost drivers, linking financial data to underlying business activities and processes
• Assisting in the development and refinement of Cost to Serve models to improve visibility of process-level costs
• Working with the Data CoE and Operations teams to gather, structure, and validate activity-based data
• Identifying trends, anomalies, and areas of high manual effort or inefficiency across operational processes
• Supporting the quantification of potential benefits from process improvements, automation, or re-engineering initiatives
• Helping to ensure outputs are robust, well-documented, and suitable for use in business cases and decision-making
• Contributing to improvements in data quality, consistency, and analytical approaches

Skills

Interest in finance

Analytical mindset

Attention to detail

Excel basics

Stakeholder engagement

Organisational skills

Proactive mindset

Communication skills

Process mapping

Finance data experience

Tools

Excel

Job description

Quilter plc is seeking a cost to serve analyst in Southampton for a 6-month FTC/secondment within Operations, Finance and the Data CoE. You will translate activity into cost insights and identify opportunities for process re-engineering.

Working with a cross-functional team, you will build data-led cost models, validate activity-based data, and support business cases with robust documentation.

Strong Excel skills, attention to detail and the ability to interrogate large data sets are essential.