Senior Finance Analyst - Revenue in Cardiff

Senior Finance Analyst - Revenue in Cardiff

Cardiff Full-Time 49500 - 60500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Prepare revenue invoices, manage client queries, and improve financial processes.
  • Company: Join Legal & General, a leading UK financial services group with a global impact.
  • Benefits: Competitive salary, performance bonuses, generous holiday, and healthcare plans.
  • Other info: Flexible working options and a commitment to sustainability and inclusivity.
  • Why this job: Make a difference in finance while developing your career in a supportive environment.
  • Qualifications: Understanding of accounting principles and strong Excel skills; experience is a plus but not essential.

The predicted salary is between 49500 - 60500 £ per year.

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.

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

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.

Senior Finance Analyst - Revenue in Cardiff employer: Legal & General

Legal & General (L&G) is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the financial services sector. As the Head of Public Markets Tax & Strategy, you will benefit from extensive professional development opportunities, a supportive team environment, and the chance to influence strategic decisions in one of the UK's leading asset management firms, all while being based in a vibrant location that promotes work-life balance.

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Contact Details:

Legal & General Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Finance Analyst - Revenue in Cardiff

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 Legal & General. 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 Senior Finance Analyst - Revenue in Cardiff

Core Accounting Principles
Excel Proficiency
Numerical Skills
Revenue Invoicing
Financial Controls
Month-End Accounting
Client Relationship Management

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 Legal & General.

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 Legal & General'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 Legal & General

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 Legal & General.

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 Legal & General 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 Legal & General 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.