Global Banking & Treasury Analyst | Automation Focus

Insights Learning & Development Ltd; Dundee; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

35 days holiday

Private medical insurance

Income protection

Life assurance

Electric car scheme

Health cash plan

Gymflex

Holiday purchase option

Employee Assistance Programme

Employee discount platform

Job summary

Insights is hiring a Banking & Treasury Analyst to own banking transaction processing and reconciliations across its global banking network. You will work with Finance and operations across the UK, US, APAC and other international entities, focusing on banking operations while helping to modernise through automation and AI-enabled improvements.

Reporting to the Financial Controller, you’ll support day-to-day activity and participate in treasury tasks such as cash forecasting, liquidity planning

Qualifications

• Experience in transactional finance or banking operations.
• Strong reconciliation and problem-solving skills.
• Experience processing high volumes of financial transactions accurately.
• Attention to detail and commitment to quality.
• Ability to work across multiple systems and large datasets.
• Strong organizational skills and ability to manage priorities.
• Experience with multiple currencies and international transactions.
• Interest in automation or AI-driven efficiencies.
• Strong communication and stakeholder management skills.
• Experience with treasury operations or global banking environments is advantageous.

Responsibilities

• Processing and posting daily banking transactions across multiple global entities.
• Ensuring accurate coding and allocation of banking transactions within Microsoft Dynamics 365.
• Performing daily, weekly and monthly bank reconciliations across multiple currencies and bank accounts.
• Investigating and resolving discrepancies between bank statements and finance systems.
• Working closely with internal finance teams and banking partners to resolve transactional queries.
• Supporting month-end and year-end activities through accurate and timely completion of banking processes.
• Assisting with treasury activities including cash forecasting, cash management and liquidity planning.
• Maintaining clear documentation and audit trails for all banking activities.
• Identifying opportunities to streamline and improve manual processes through automation and AI-enabled solutions.
• Contributing to continuous improvement initiatives across Global Finance.

Skills

Transactional finance

Banking operations

Reconciliations

Automation

AI-driven efficiencies

Stakeholder management

Multi-currency handling

Data analysis

Tools

Microsoft Dynamics 365

Job description

Insights is hiring a Banking & Treasury Analyst to own banking transaction processing and reconciliations across its global banking network. You will work with Finance and operations across the UK, US, APAC and other international entities, focusing on banking operations while helping to modernise through automation and AI-enabled improvements.

Reporting to the Financial Controller, you’ll support day-to-day activity and participate in treasury tasks such as cash forecasting, liquidity planning