At a Glance
- Tasks: Transform data into actionable insights and optimise finance systems for maximum efficiency.
- Company: A respected mid-sized asset manager with a forward-thinking finance team.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Join a dynamic team focused on continuous improvement and innovation.
- Why this job: Make a real impact by bridging data execution with strategic financial thinking.
- Qualifications: 4-8 years in finance analytics, strong Excel and Power BI skills required.
The predicted salary is between 60000 - 75000 £ per year.
Our client, a highly regarded mid-sized Asset manager, are seeking a highly analytical and strategically minded Finance Data & Analytics Manager to join their progressive Finance team. This role sits within Finance and is designed to bridge detailed data execution with forward-looking strategic thinking.
The successful candidate will be responsible for consolidating and transforming multiple disparate data sources (Excel, SAP, Power BI and other internal systems) into robust, usable datasets that support financial consolidation, analysis and reporting.
- Support the effective maintenance, optimisation and utilisation of core finance systems, including SAP ERP and SAP Concur, ensuring they are configured and used in a way that maximises efficiency, data integrity and reporting capability.
- The role will also act as a key liaison between Finance and the Data / Transformation teams to ensure finance systems and data flows are aligned, scalable and fit for purpose.
- Develop structured, reliable datasets for use in:
- Management reporting
- Revenue analysis
- Forecasting and budgeting
- Reduce manual processes and spreadsheet risk through improved data modelling and automation.
- Support the day-to-day maintenance and effective use of SAP ERP and SAP Concur within Finance.
- Ensure finance processes are optimally configured within SAP (e.g. chart of accounts, cost centres, reporting hierarchies).
- Drive continuous improvement in system usage, controls and reporting outputs.
- Partner with IT and Transformation teams on system upgrades, enhancements and integrations.
- Build and maintain reporting models in Excel and Power BI.
- Support senior finance leadership with high-quality analysis and insight.
- Move reporting from reactive to forward-looking and insight-driven.
- Identify opportunities to enhance finance data architecture and reporting processes.
Experience & Qualifications:
- Approximately 4–8+ years’ experience in Finance analytics, FP&A, Financial reporting, Finance systems or a finance-focused data / transformation role.
- Experience within financial services preferred, ideally Investment Management.
- Strong understanding of: Assets under Management (AUM), revenue drivers (management fees, performance fees) and cost structures within investment firms.
- Experience working with ERP systems (SAP preferred).
- Experience with expense management systems (SAP Concur desirable).
- Strong academic background preferred.
- Advanced Excel (complex modelling, Power Query, structured datasets).
- Strong Power BI capability (data modelling, DAX, dashboard design).
- Experience working with SAP ERP (essential).
- Familiarity with SAP Concur (desirable).
- Strong understanding of data structures, data transformation and relational concepts.
Finance Data & Analytics Manager employer: Meredith Brown Associates Ltd
Join a highly regarded mid-sized asset manager that values analytical thinking and strategic insight within its progressive Finance team. This role offers a collaborative work culture, where you will have the opportunity to bridge data execution with strategic financial analysis, while benefiting from continuous professional development and a focus on innovation in finance systems. Located in a dynamic environment, the company promotes employee growth through hands-on experience with cutting-edge tools like SAP and Power BI, ensuring you are well-equipped for future challenges.
Contact Details:
Meredith Brown Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Finance Data & Analytics Manager
✨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.
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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 Meredith Brown Associates Ltd. 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 Data & Analytics Manager
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 Meredith Brown Associates Ltd.
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 Meredith Brown Associates Ltd'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 Meredith Brown Associates Ltd
✨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 Meredith Brown Associates Ltd.
✨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 Meredith Brown Associates Ltd 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 Meredith Brown Associates Ltd 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.
