Senior Finance Analyst - Revenue

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

Benefits offered by this job

Generous pension

Life assurance

Healthcare plan

25 days holiday

Job summary

Legal & General in Cardiff is recruiting a Senior Finance Analyst - Revenue to join the Asset Management Finance team. The role covers revenue invoicing, rebate payments, month-end accounting and financial controls, with a practical, varied workload.

You don't need to know every system at start; you will develop financial expertise, solve problems and progress your finance career. The role suits someone with Excel skills, attention to detail and a collaborative mindset.

Qualifications

• Understanding of core accounting principles gained through study or experience.
• Confidence using Excel and working with detailed numerical information.
• A careful and organised approach to high-volume work.
• Ability to manage competing priorities and meet key deadlines.
• Clear written and verbal communication skills.
• A collaborative approach and willingness to share knowledge.
• Motivation to learn, develop and take ownership of your work.
• Finance or asset management experience, or progress towards ACA, ACCA or CIMA, would be helpful but is not essential.

Responsibilities

• Preparing and reviewing quarterly revenue invoices for pooled clients
• Updating client fee arrangements and completing manual invoice calculations
• Raising final invoices and processing encashment instructions
• Reviewing and processing rebate payments through banking systems
• Preparing month-end journals and supporting income analysis
• Responding to client-related queries and working with relationship teams
• Investigating financial control issues and emerging trends
• Improving processes, supporting automation and maintaining procedure documentation

Skills

Accounting principles

Excel

Attention to detail

Time management

Communication

Collaboration

Learning mindset

ACA/ACCA/CIMA

Education

Progress toward ACA/ACCA/CIMA

Tools

Excel

Job description

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe's largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Job Description

We're recruiting for a Senior Finance Analyst - Revenue to join us. We're offering a competitive base salary.

We're looking for a Senior Finance Analyst to join our Asset Management Finance team in Cardiff. This is a practical, varied role covering revenue invoicing, client activity, rebate payments, month-end accounting and financial controls.

You do not need to arrive knowing every system or process. We're interested in people who can work accurately with financial information, enjoy solving problems and want to continue developing their finance career. You may already have relevant accounting experience, be working towards a qualification or bring strong transferable numerical and systems skills from another environment.

What you'll be doing:

• Preparing and reviewing quarterly revenue invoices for pooled clients
• Updating client fee arrangements and completing manual invoice calculations
• Raising final invoices and processing encashment instructions
• Reviewing and processing rebate payments through banking systems
• Preparing month-end journals and supporting income analysis
• Responding to client-related queries and working with relationship teams
• Investigating financial control issues and emerging trends
• Improving processes, supporting automation and maintaining procedure documentation

Who we're looking for:

• An understanding of core accounting principles, gained through study or relevant experience
• Confidence using Excel and working with detailed numerical information
• A careful and organised approach to high-volume work
• The ability to manage competing priorities and meet key deadlines
• Clear written and verbal communication skills
• A collaborative approach and willingness to share knowledge
• Motivation to learn, develop and take ownership of your work
• Finance or asset management experience, or progress towards ACA, ACCA or CIMA, would be helpful but is not essential

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are many discounts we offer - both for our own products and at a range of high street stores and online
• We're creating net-zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in-person experience

Additional Information

At L'G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.