Senior Finance Analyst - Data-Driven with Automation Focus

LegalAndGeneral; Cardiff; On-site; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Annual bonus

Life assurance

Healthcare plan

25 days holiday

Electric car scheme

Job summary

Legal & General in Cardiff is seeking a Senior Finance Analyst to join our Finance team. You’ll support financial planning, forecasting, reporting and analysis, turning financial data into clear insight with strong attention to detail.

You’ll help drive automation, data improvements and the development of dashboards, collaborating with finance, business and technical colleagues to deliver efficient processes.

Qualifications

• Part-qualified accountant, working towards ACCA, ACA, CIMA, CFA or equivalent, or able to demonstrate relevant finance experience
• Experience in financial planning, analysis, reporting or management information
• Strong analytical skills and confidence interpreting data, variances and key movements
• Excellent attention to detail and commitment to accurate, well-controlled outputs
• Clear communication skills and confidence working with Finance, business and technical stakeholders
• Good Excel skills, with Tableau, Power BI or similar reporting tools beneficial
• Interest in automation, process improvement and practical AI use in finance
• Asset Management experience would be helpful, but is not essential

Responsibilities

• Supporting financial planning, forecasting and reporting activities
• Preparing, reviewing and explaining financial data for stakeholders
• Reviewing data exceptions and supporting month-end activity linked to AUM and flows
• Supporting monthly ANNR forecasting and distribution team data requests
• Identifying opportunities to simplify, standardise and automate finance processes
• Collaborating with Data colleagues on automation projects, testing and implementation
• Maintaining and improving reporting tools, dashboards and analysis packs
• Building trusted relationships across Finance, business stakeholders and technical teams

Skills

Part-qualified accountant

Financial planning

Data analysis

Attention to detail

Communication skills

Excel

Automation & AI in finance

Asset management

Tools

Tableau

Power BI

Job description

Legal & General in Cardiff is seeking a Senior Finance Analyst to join our Finance team. You’ll support financial planning, forecasting, reporting and analysis, turning financial data into clear insight with strong attention to detail.

You’ll help drive automation, data improvements and the development of dashboards, collaborating with finance, business and technical colleagues to deliver efficient processes.