Added
7 days ago
Type
Full time
Salary
Salary not provided

Related skills

forecasting tableau financial planning excel power bi
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πŸ“‹ Description

  • 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

🎯 Requirements

  • Part-qualified accountant, working towards ACCA, CIMA, CFA or equivalent, or able to demonstrate
  • 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

🎁 Benefits

  • The opportunity to participate in our annual performance-related bonus plan
  • Valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Healthcare Plan (permanent employees only)
  • At least 25 days holiday, plus public holidays
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