Group Finance Analyst

Marlborough; Bolton; On-site; GBP 48,000 - 60,000; Full time

Benefits offered by this job

Competitive salary with annual salary

9% non-contributory pension

Annual discretionary bonus scheme

Long Term Incentive Plan (LTIP)

Private Healthcare Scheme with Dental和

Death in Service at 5x Annual Salary

35 Hour working week

Training for IOC and other relevant 资格

Study Leave

Cycle2Work Scheme

Eye Test Reimbursement

Your Birthday off

13 weeks full paid maternity leave

2 weeks full paid paternity leave

Job summary

Marlborough in Bolton is seeking a Group Finance Analyst to join the Finance team and help produce monthly and quarterly reporting packs for the group. The role supports budgeting, forecasting and the automation of the reporting suite to provide clear information for senior management.

You will develop and automate reports, partner with other teams and assist with regulatory returns, M&A work and pricing models as required. 35 hours per week, with the typical Monday–Friday schedule.

Qualifications

• Good numerical skills.
• Good attention to detail.
• Ability to problem solve and deal with complex queries.
• Ability to prioritise & work to strict deadlines.
• Advanced Microsoft Excel skills.
• Working knowledge of financial planning systems and Excel add-ins.
• Working knowledge of reporting BI tools.
• Experience of report automation.
• Qualified Accountant (ACCA/ACA/CIMA).
• Completion or working towards the IOC (Investment Operations Certification).
• Management Accountant preparation.
• Variance analysis.
• Budget and Forecasting preparations.

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.

Skills

Good numerical skills

Attention to detail

Problem solving

Prioritisation

Excel proficiency

Education

Qualified Accountant (ACCA/ACA/CIMA)

Tools

Salesforce

Job description

Knowledge, Skills & Qualifications:

Job Title: Group Finance Analyst

Department: Finance

Location: Bolton

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

Holiday Entitlement: 25 days plus statutory bank holidays

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

Essential Skills

• Good numerical skills.
• Good attention to detail.
• 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

• Qualified Accountant (ACCA/ACA/CIMA).

Beneficial Qualifications

• Completion or working towards the IOC (Investment Operations Certification) qualification.

Essential Experience

• Management Accountant preparation.
• Variance analysis.
• Budget and Forecasting preparations.

Beneficial Experience

• Financial Services Industry.
• Audit.
• Group reporting.
• Business partnering.
• Financial modelling.

Essential People Qualities

• 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.
• Positive attitude.
• 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
• Long Term Incentive Plan (LTIP)
• Private Healthcare Scheme with Dental and Optical Care
• Death in Service at 5x Annual Salary
• 35 Hour working week
• Training for IOC and other relevant qualifications
• Study Leave
• Cycle2Work Scheme
• Eye Test Reimbursement
• Your Birthday off
• 13 weeks full paid maternity leave
• 2 weeks full paid paternity leave