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- Tasks: Transform complex data into insights that drive business performance and support automation.
- Company: Join AJ Bell, a fast-growing investment platform with a collaborative culture.
- Benefits: Enjoy competitive salary, generous holidays, hybrid working, and personal development opportunities.
- Other info: Be part of a friendly team in a dynamic environment with excellent career growth potential.
- Why this job: Make a real impact by enhancing data quality and enabling better decision-making.
- Qualifications: Strong analytical skills and a passion for financial insights; studying towards a relevant qualification is a plus.
The predicted salary is between 36000 - 60000 £ per year.
You will play a key role in transforming complex financial and non-financial data into analysis and insights for use across the business to impact short-medium- and long-term business performance. In addition, you will support FP&A and FBP teams in automation of existing and new processes. This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation.
What does the job involve?
- Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally.
- Build and develop financial and non-financial insights on recurring and ad-hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members.
- Translate complex and/or high volumes of data into clear business insights for both finance and non-finance teams.
- Automate insights such that they are available throughout the month to various stakeholders.
- Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (Snowflake).
- Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes.
- Assist the FP&A and Finance Business Partner function as required.
- Collaborate with and support wider finance teams in ongoing work/projects.
Competence, knowledge, and skills
- Competence: Strong data insights and analysis skills; Ability to develop strong working relationships with key stakeholders; Qualified accountant, or working towards ACCA, CIMA, ACA, CFA.
- Knowledge & Skills: Financial analysis and reporting ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances; Continuous improvement mindset proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes; Attention to detail - Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers; Sound planning and organisational skills including the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required; Data visualisation - experience with Power BI or similar tools to create dashboards; Planning and reporting tools - experience with Workday or similar tools would be an advantage; High proficiency in Excel; SQL knowledge would be desirable.
Finance Insights Analyst, FP&A and FBP in Manchester employer: AJ BELL BUSINESS SOLUTIONS LIMITED
Contact Detail:
AJ BELL BUSINESS SOLUTIONS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Insights Analyst, FP&A and FBP in Manchester
✨Tip Number 1
Network like a pro! Reach out to current employees at AJ Bell on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Finance Insights Analyst role.
✨Tip Number 2
Prepare for your interview by brushing up on your data analysis skills. Be ready to discuss how you've transformed complex data into actionable insights in the past. Use examples that highlight your attention to detail and continuous improvement mindset.
✨Tip Number 3
Show off your tech-savviness! Familiarise yourself with tools like Power BI and Workday Adaptive Planning. If you can demonstrate your ability to automate processes and enhance reporting efficiency, you'll definitely stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the AJ Bell team and contributing to our mission.
We think you need these skills to ace Finance Insights Analyst, FP&A and FBP in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Insights Analyst role. Highlight your analytical skills and any experience with financial data, automation, or tools like Power BI and Excel. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and data analysis. Share specific examples of how you've transformed complex data into actionable insights in the past. We love a good story!
Showcase Your Skills: Don’t forget to showcase your technical skills! Mention your proficiency in SQL, Workday Adaptive Planning, or any other relevant tools. We’re looking for someone who can hit the ground running, so let us know what you bring to the table.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at AJ BELL BUSINESS SOLUTIONS LIMITED
✨Know Your Numbers
As a Finance Insights Analyst, you'll be dealing with complex financial data. Brush up on your understanding of key metrics like AUA, flows, and customer numbers. Be ready to discuss how you would analyse these figures and what insights they could provide for business performance.
✨Showcase Your Automation Skills
This role involves automating processes, so come prepared with examples of how you've successfully automated tasks in the past. Whether it's using Excel macros or tools like Workday Adaptive Planning, demonstrate your proactive approach to improving efficiency.
✨Build Relationships
Collaboration is key in this role. Think about how you can build strong working relationships with stakeholders. Prepare to discuss your experience in working with cross-functional teams and how you’ve influenced decision-making through effective communication.
✨Be Data-Driven
You’ll need to translate complex data into clear insights. Practice explaining technical concepts in simple terms. Bring along examples of dashboards or reports you've created, especially if you've used Power BI or similar tools, to showcase your data visualisation skills.