At a Glance
- Tasks: Help Finance work smarter with innovative reporting and automation solutions.
- Company: Join a collaborative company that inspires progress and enables possibilities.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with a focus on continuous improvement and innovation.
- Why this job: Make a real impact by optimising finance processes and enhancing data visibility.
- Qualifications: Degree in Accounting/Finance and experience with financial reporting systems.
The predicted salary is between 35000 - 45000 £ per year.
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
The Finance Optimisation Analyst is responsible for helping Finance work smarter, faster and more effectively. Combining analytical thinking, technology expertise and a passion for continuous improvement, the role focuses on delivering high-quality reporting, automation and process optimisation solutions across Workday, Alteryx, DUCO, Sigma and Anaplan. It also involves working closely with various stakeholders to seek out opportunities to simplify processes, improve data visibility, strengthen controls and maximise the value of Arch’s Finance systems. This is not a traditional finance reporting role. A suitable candidate is someone who is naturally curious, enjoys challenging inefficient processes, takes pride in finding better ways of doing things, and has past experience with the stated systems.
Key Tasks & Responsibilities
- Develop and maintain Finance reporting solutions across Workday, Sigma, Alteryx, DUCO and Anaplan, identifying opportunities to improve efficiency and controls.
- Design, develop and maintain Workday composite reports and discovery boards to deliver accurate and insightful information.
- Build and maintain Alteryx workflows to automate Finance processes, transform data and reduce manual effort.
- Support the development, enhancement and expansion of Anaplan models for planning, forecasting and performance management.
- Develop and enhance DUCO reconciliation rules and matching logic to strengthen financial controls and improve reconciliation efficiency.
- Identify and implement practical AI solutions to improve financial reporting, automation, analysis and operational effectiveness.
- Partner with Finance and business stakeholders to gather requirements and deliver practical reporting and system solutions.
- Support system testing, upgrades and change initiatives, ensuring Finance solutions remain reliable, accurate and well controlled.
- Promote continuous improvement by simplifying processes, improving data quality and implementing scalable solutions.
- Maintain the Finance Improvement Tracker, capturing business requests, prioritising workloads and coordinating the delivery of optimisation initiatives.
Role Requirements & Skills
- Good understanding of accounting principles and financial reporting (i.e. UK GAAP / US GAAP).
- Advanced Excel skills.
- Experience with financial reporting and optimisation systems.
- Strong analytical and problem-solving skills.
- High attention to detail and accuracy.
- Ability to manage multiple priorities in a fast-paced environment.
- Adaptable and comfortable with changing business requirements.
- Strong communication and stakeholder management skills.
Qualifications
- Degree in Accounting / Finance or a related discipline.
- ACA, ACCA or CIMA qualification (or working towards) preferred.
Experience
- Experience in financial reporting.
- Insurance industry experience is preferred but not essential.
- Experience with one or more of the stated systems is desirable - Workday, Alteryx, Sigma, DUCO and Anaplan.
Finance Optimisation Analyst employer: archgroup
archgroup is an exceptional employer that fosters a dynamic and supportive work culture in Glasgow, where innovation and collaboration thrive. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members are equipped to excel in their roles. Join us to be part of a company that values your contributions and is committed to making a meaningful impact in the insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Optimisation Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like archgroup. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Optimisation Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to archgroup.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on archgroup's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at archgroup
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with archgroup.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at archgroup will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former archgroup employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.