Senior Finance Analyst

Allianz UK; Croydon; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading financial services provider in Croydon is seeking a finance automation specialist to enhance financial reporting and analysis. The role emphasizes automation and offers professional development opportunities. Candidates should have a bachelor's degree in finance/business and over 5 years of experience. Excellent Excel and Power BI skills are essential. This position offers a collaborative environment promoting work-life balance.

Benefits

Personal and professional development programs

Work Well programs for health and wellbeing

Flexibility in work-life balance

Qualifications

• 5+ years in a financial, actuarial, or analytical role.
• Familiarity with automation tools is a strong plus.
• Excellent command of English language.

Responsibilities

• Evaluate and enhance existing financial reporting processes.
• Design and implement automated solutions.
• Prepare and deliver data-driven insights for strategic decisions.

Skills

Expert in Microsoft Excel

Proficient with Power BI

Strong communication skills

Analytical mindset

Education

Bachelor’s degree in finance/business/economics

Tools

VBA

Python

RPA tools

Job description

What you do

This role reports to the Head of Planning & Controlling of the Health LoB and will focus on the automation and process improvement of financial reporting and analysis activities. In this role, you\'ll play a key part in modernizing how we work – through streamlining workflows, enhancing reporting, and driving smarter decision-making with data.

Responsibilities

• Evaluate existing financial reporting processes to identify inefficiencies and areas for improvement to enhance the quality, accuracy and timeliness of delivery
• Design and implement automated solutions with the use of macros, scripts, or other digital tools
• Provide training and support to team members on new automation tools and processes
• Collaborate with the wider planning and controlling team and business leaders to understand financial reporting and analysis needs and current gaps/ pain points
• Develop new reporting and interactive dashboards using Power BI and Excel (including Power Query and advanced formulas) to identify trends, variances, and opportunities for improvement to support business leaders with decision making
• Prepare and deliver data-driven insights that support strategic decisions
• Monitor and evaluate the effectiveness of implemented improvements and iterate as needed

What you bring

• Bachelor’s degree in finance/ business/ economics or related subjects (e.g. applied mathematics)
• 5+ years in a financial, actuarial, or analytical role
• Expert in Microsoft Excel (PivotTables, Power Query, advanced formulas, macros
• Proficient with Power BI (data modeling, DAX, visualization)
• Familiarity with automation tools (e.g., VBA, Python, RPA tools) is a strong plus
• Strong communication and interpersonal skills, with the ability to work effectively within a team environment and to collaborate effectively across departments
• Motivated self-starter with ability to take ownership of tasks and deliver results within agreed deadlines
• An analytical and inquisitive nature with ability to deliver results to a high standard of accuracy with particular attention to detail
• Excellent command of English language (oral and written)

What we offer

Our employees play an integral part in our success as a business. We appreciate that each of our employees are unique and have unique needs, ambitions and we enjoy being a part of their journey.

We are there to empower and encourage you with your personal and professional development ensuringthat you take controlby offeringa large variety of courses and targeted development programs.All that in a global environment where international mobility and career progression are encouraged. Caring for your health and wellbeing is key priority for us. This is why we build Work Well programs to providing you with peace of mind and give the flexibility in planning and arranging for a better work-life balance.