Financial Operations Analyst

The Center Birmingham; Birmingham; On-site; GBP 40,000 - 55,000; Full time

Job summary

A financial services organization in Birmingham is seeking a Financial Operations Analyst to enhance business performance and efficiency through data analysis and financial modeling. The role involves collaborating with cross-functional teams and presenting insights to senior management. Ideal candidates will hold a degree in Finance or related fields and have a minimum of two years' experience in a similar role, demonstrating strong analytical and problem-solving skills.

Qualifications

• Minimum 2 years experience as an analyst or similar role.
• Proficiency in financial modeling and data analysis.
• Strong understanding of financial statements and accounting principles.

Responsibilities

• Analyze financial statements and operational metrics to identify trends.
• Develop and maintain financial models for business planning.
• Prepare and present detailed reports on financial performance.

Skills

Analytical mindset

Problem-solving

Communication skills

Attention to detail

Organizational skills

Education

Bachelor's degree in Finance, Accounting, Business Administration

Tools

Excel

SQL

Power BI

AI tools

Job description

Description

Please note: Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of employment visas at this time. Additionally, we do not accept applications from third-party agencies or candidates seeking C2C arrangements.

Financial Operations Analyst

The Financial Operations Analyst position reports to the CFO and will be responsible for analyzing financial data and operational processes to provide actionable insights that drive business performance and efficiency. This role requires a strong analytical mindset, excellent problem-solving skills, and a strong curiosity about how and why things occur as they do.

Responsibilities

• Analyze financial statements and operational metrics to identify trends, variances, and areas for improvement.
• Develop and maintain financial models to support business planning and decision-making processes.
• Collaborate with cross-functional teams to streamline operations and improve financial performance.
• Prepare and present detailed reports on financial and operational performance to senior management.
• Monitor key performance indicators (KPIs) and provide recommendations for achieving financial and operational goals.
• Analyze current KPIs against business goals and develop additional business metrics.
• Assist in budgeting, forecasting and variance analysis.
• Analyze product and customer margins to provide insights to sales leadership on improving product/customer mix.
• Conduct cost-benefit analyses to support strategic initiatives and investment decisions.
• Pioneer the use of AI within the business to enhance data analysis, financial forecasting, risk management, and decision-making.
• Locate and define new process improvement opportunities.
• Ensure data integrity and accuracy.
• Collaborate with IT and business teams to implement data-driven solutions.
• Serve on and contribute to any committees, teams or projects as applicable.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Proven experience as an analyst or similar role with minimum 2 years experience.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, SQL).
• Experience with data visualization tools (e.g., Power BI) is a plus.
• Experience with AI tools and frameworks.
• Knowledge of data governance and data quality management.
• Strong understanding of financial statements and accounting principles.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and organizational skills.