Group Finance Analyst

Marlborough Group; Bolton; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Annual salary reviews

9% non-contributory pension

Private Healthcare Scheme

Death in Service 5x Annual Salary

IOC training and qualifications

Cycle2Work Scheme

Birthday off

13 weeks maternity leave

2 weeks paternity leave

Job summary

Marlborough Group is seeking a Group Finance Analyst to join the Finance team in Bolton on a hybrid basis. You will produce monthly and quarterly reporting, support budgeting and forecasting cycles, and help automate the reporting suite for timely board insights.

You'll partner with other functions, develop the reporting system, and act as a superuser across group systems such as Salesforce. Strong Excel and analytical skills are essential.

Qualifications

• Strong numerical abilities and analytical mindset.
• Ability to solve complex queries and meet deadlines.
• Advanced Excel skills for modelling and reporting.

Responsibilities

• Review monthly accounts and prepare reporting packs.
• Analyse results and explain variances against budgets.
• Prepare budgets and forecasts across the group.
• Develop and automate reporting alongside the team.
• Provide business partnering support to other teams.
• Support integration with group systems such as Salesforce.
• Act as system superuser for reporting capabilities.
• Improve controls and processes within Group Finance.
• Assist with regulatory returns and ad hoc projects.

Skills

Numerical skills

Analytical thinking

Prioritisation & deadlines

Advanced Excel

Education

IOC qualification (in progress)

Tools

Salesforce

BI tools

Job description

Location: Hybrid / Chorley New Rd, Bolton BL1 4QP, UK
job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Finance
Salary: Negotiable salary

Job Title: Group Finance Analyst

Department: Finance

Hours of work: 35 hours (Monday - Friday 9:00am-5:00pm)

Role Purpose:

Joining the Financial Planning & Analysis team, the Group Finance Analyst will produce and analyse the group's monthly and quarterly reporting, support the budgeting and forecasting cycle and help develop and automating the reporting suite, so the board and senior management have clear, timely information for strategic decisions.

Key Responsibilities:

• Review the monthly accounts, implement the required accounting adjustments and produce monthly and quarterly reporting packs.
• Analyse results, explaining variances to prior periods and budget, and other measures such as fund performance against AUM.
• Prepare and maintain budgets and forecasts across the group.
• Develop, improve and automate the current suite of reports alongside the other analysts.
• Provide business partnering support to other teams within the organisation.
• Support the development of the financial planning system including integration with group systems such as Salesforce.
• Act as a superuser of current systems, providing assistance and guidance on reporting capabilities.
• Work with the wider Group Finance team to improve controls and processes.
• Assist with regulatory and other returns.
• Support ad hoc projects such as M&A, financial due diligence and pricing models and assist other group functions as required.

Knowledge, Skills & Qualifications:

• Good numerical skills.
• Ability to problem solve and deal with complex queries.
• Ability to prioritise & work to strict deadlines.
• Advanced Microsoft Excel skills.

Beneficial Skills:

• Working knowledge of financial planning systems and Excel add-ins.
• Working knowledge of reporting BI tools.
• Experience of report automation.

Essential Qualifications:

Beneficial Qualifications:

• Completion or working towards the IOC (Investment Operations Certification) qualification.
• Variance analysis.
• Budget and Forecasting preparations.

Beneficial Experience:

• Audit.
• Group reporting.
• Business partnering.
• Ability to function as part of a team and work with the rider organisation.
• Confident manner both written and verbally.
• Ability to work under pressure.
• Ability to be flexible and learn quickly.
• Self-motivated.
• Friendly and approachable with an ability to build relationships.
• Ability to make a positive contribution to both the team and company.

Other Entitlements:

• Competitive salary with annual salary reviews
• 9% non-contributory pension
• Annual discretionary bonus scheme
• Private Healthcare Scheme with Dental and Optical Care
• Death in Service at 5x Annual Salary
• Training for IOC and other relevant qualifications
• Cycle2Work Scheme
• Your Birthday off
• 13 weeks full paid maternity leave
• 2 weeks full paid paternity leave