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- Tasks: You'll handle bank reconciliations, reporting, and support the finance team with various tasks.
- Company: Join a dynamic company focused on delivering exceptional financial services to clients.
- Benefits: Enjoy flexible working options, professional development opportunities, and a supportive team environment.
- Why this job: This role offers hands-on experience in finance, a chance to make an impact, and a friendly culture.
- Qualifications: No specific qualifications required; just a passion for finance and a willingness to learn.
- Other info: Perfect for high school and college students looking to kickstart their finance career!
The predicted salary is between 36000 - 60000 £ per year.
To provide premium receipts bank account reconciliation, LAPR and PRAS, Trial Balance reporting and control reconciliation services as set out in each of the Client service level agreements. To be customer focused, to adapt to the needs of our Clients and represent a friendly and professional image of the Company.
Key tasks & responsibilities
- Key responsibilities for premium receipts bank account reconciliation in respect of Phoenix Life will include:
- To review and provide guidance when requested by the offshore finance team
- To provide cover for the offshore finance team responsibilities (daily cashbook analysis, run daily ALPS SQL's, match SQL’s, bank statement and SAP general ledger items and update daily reconciliation)
- To investigate and clear reconciling items
- To produce the month end reconciliation
- To agree the month end reconciliation to the SAP general ledger balance
- Produce monthly claim (ReAssure, Phoenix Life & Countrywide Assured (Ex-S&P))
- Produce monthly reconciliation (ReAssure & Phoenix Life)
- Transfer receipts to relevant bank account (Phoenix Life)
- Produce SAP general ledger journals (Phoenix Life)
- Produce annual claim (ReAssure, Phoenix Life & Countrywide Assured (Ex-S&P))
- Produce annual statistics (ReAssure, Phoenix Life & Countrywide Assured (Ex-S&P))
- Audit liaison (ReAssure, Phoenix Life & Countrywide Assured (Ex-S&P))
- Produce monthly Countrywide Assured (Ex-S&P) reconciliation matrix
- Quality checking and filing of all Countrywide Assured (Ex-S&P) balance sheet reconciliations
- Produce monthly Countrywide Assured (Ex-S&P) reconciliation logging file
- Produce monthly Countrywide Assured (Ex-S&P) Trial Balance Report and send to client
- Production of Phoenix Life and Countrywide Assured (Ex-S&P) outstanding payments and policyholder creditor reconciliations including investigation and clearance of reconciliation items
- Produce quarterly delegated authority reconciliations for each client
- Produce monthly Phoenix Life manual payments reconciliation
- Provide cover and assist where needed with all other tasks undertaken within the Treasury Management Team
- Review/improve current work processes
- Support client initiated change control and project requirements
- Support internal HCL projects
- Ad hoc financial tasks as requested
Financial Analyst employer: HCLTech
Contact Detail:
HCLTech Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst
✨Tip Number 1
Familiarise yourself with the specific financial software and tools mentioned in the job description, such as SAP and SQL. Having hands-on experience or even just a solid understanding of these systems can set you apart from other candidates.
✨Tip Number 2
Demonstrate your customer-focused approach by preparing examples of how you've successfully adapted to client needs in previous roles. This will show that you can represent our company in a friendly and professional manner.
✨Tip Number 3
Brush up on your reconciliation skills, particularly in bank account reconciliations and trial balance reporting. Being able to discuss your methods for investigating and clearing reconciling items will highlight your analytical abilities.
✨Tip Number 4
Network with professionals in the finance industry, especially those who work in similar roles. Engaging with others can provide insights into the role and may even lead to referrals, increasing your chances of landing the job with us.
We think you need these skills to ace Financial Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial analysis, bank account reconciliation, and reporting. Use specific examples that demonstrate your skills in handling tasks similar to those listed in the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and how your background aligns with the company's needs. Mention your customer-focused approach and ability to adapt to client requirements.
Highlight Technical Skills: Emphasise your proficiency in financial software and tools, particularly SAP and SQL, as these are crucial for the role. Provide examples of how you've used these tools in previous positions.
Showcase Problem-Solving Abilities: In your application, include instances where you've successfully investigated and resolved discrepancies or reconciling items. This will demonstrate your analytical skills and attention to detail.
How to prepare for a job interview at HCLTech
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Analyst, especially in relation to bank account reconciliation and reporting. Familiarise yourself with terms like LAPR, PRAS, and Trial Balance, as these will likely come up during your interview.
✨Showcase Your Analytical Skills
Prepare examples from your past experiences where you've successfully analysed financial data or resolved discrepancies. Highlight your problem-solving skills, as this role requires investigating and clearing reconciling items.
✨Demonstrate Customer Focus
Since the job emphasises being customer-focused, think of instances where you've adapted to client needs or provided exceptional service. Be ready to discuss how you would represent the company in a friendly and professional manner.
✨Prepare for Technical Questions
Expect questions related to financial software and tools, particularly SAP and SQL. Brush up on your technical knowledge and be prepared to discuss how you've used these tools in previous roles to produce reports and reconciliations.
