Job Title: Group Finance Analyst
Department: Finance
Location: Bolton
Hours of work: 35 hours (Monday - Friday 9:00am-5:00pm)
Holiday Entitlement: 25 days plus statutory bank holidays
Role Purpose:
Joining the Financial Planning & Analysis team, the Group Finance Analyst will produce and analyse the group's monthly and quarterly reporting, support the budgeting and forecasting cycle and help develop and automating the reporting suite, so the board and senior management have clear, timely information for strategic decisions.
Key Responsibilities:
- Review the monthly accounts, implement the required accounting adjustments and produce monthly and quarterly reporting packs.
- Analyse results, explaining variances to prior periods and budget, and other measures such as fund performance against AUM.
- Prepare and maintain budgets and forecasts across the group.
- Develop, improve and automate the current suite of reports alongside the other analysts.
- Provide business partnering support to other teams within the organisation.
- Support the development of the financial planning system including integration with group systems such as Salesforce.
- Act as a superuser of current systems, providing assistance and guidance on reporting capabilities.
- Work with the wider Group Finance team to improve controls and processes.
- Assist with regulatory and other returns.
- Support ad hoc projects such as M&A, financial due diligence and pricing models and assist other group functions as required.
Knowledge, Skills & Qualifications:
Essential Skills:
- Good numerical skills.
- Good attention to detail.
- Ability to problem solve and deal with complex queries.
- Ability to prioritise & work to strict deadlines.
- Advanced Microsoft Excel skills.
Beneficial Skills:
- Working knowledge of financial planning systems and Excel add-ins.
- Working knowledge of reporting BI tools.
- Experience of report automation.
Essential Qualifications:
- Qualified Accountant (ACCA/ACA/CIMA).
Beneficial Qualifications:
- Completion or working towards the IOC (Investment Operations Certification) qualification.
Essential Experience:
- Management Accountant preparation.
- Variance analysis.
- Budget and Forecasting preparations.
Beneficial Experience:
- Financial Services Industry.
- Audit.
- Group reporting.
- Business partnering.
- Financial modelling.
Essential People Qualities:
- Ability to function as part of a team and work with the rider organisation.
- Confident manner both written and verbally.
- Ability to work under pressure.
- Positive attitude.
- Ability to be flexible and learn quickly.
- Self-motivated.
- Friendly and approachable with an ability to build relationships.
- Ability to make a positive contribution to both the team and company.
Other Entitlements:
- Competitive salary with annual salary reviews
- 9% non-contributory pension
- Annual discretionary bonus scheme
- Long Term Incentive Plan (LTIP)
- Private Healthcare Scheme with Dental and Optical Care
- Death in Service at 5x Annual Salary
- 35 Hour working week
- Training for IOC and other relevant qualifications
- Study Leave
- Cycle2Work Scheme
- Eye Test Reimbursement
- Your Birthday off
- 13 weeks full paid maternity leave
- 2 weeks full paid paternity leave
Group Finance Analyst employer: Marlborough Group
Marlborough Group is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from comprehensive professional development opportunities, a supportive culture that values teamwork, and the chance to engage with leading financial advisers across the UK. With a focus on growth and success, Marlborough Group empowers its staff to make meaningful contributions while enjoying the vibrant lifestyle that London has to offer.
