At a Glance
- Tasks: Transform finance with data insights and modern tech to drive business decisions.
- Company: Friendly client in Fleet focused on innovative finance solutions.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic role with potential for significant career advancement.
- Why this job: Be a key player in modernising finance and making impactful decisions.
- Qualifications: Strong analytical skills, experience with data visualisation, and tech-savvy.
Our friendly client based in Fleet are looking for a highly capable and forward-thinking individual to work closely with their Finance Director to modernise the finance function and turn data into clear, meaningful business insight. This is not necessarily a traditional finance role. Instead, they are looking for someone with strong analytical, technological and communication skills who can help translate financial and operational data into visual, actionable reporting for management, while also using modern AI and automation tools to improve, streamline and upgrade legacy finance processes. This role will play an important part in helping the business better understand financial performance, trends, risks and opportunities through clearer reporting, stronger analytics, and smarter use of technology. The successful candidate will act as a bridge between finance, data, systems and leadership, helping a highly capable Finance Director increase the pace, quality and impact of the function.
Key Responsibilities
- Finance insight and reporting: Turn financial and operational data into meaningful insight that supports better management decision-making. Build clear, visually strong reporting packs, dashboards and presentations that explain what is happening in the numbers and why. Support the development of regular weekly and monthly management reporting with a focus on clarity, consistency and actionable commentary. Identify trends, performance gaps, risks and opportunities across financial performance, working capital, forecasting and profitability. Help move reporting from static, manual outputs to dynamic, business-friendly insight.
- Data analysis and business support: Work with the Finance Director and wider leadership team to analyse financial performance and provide insight on business drivers. Support deeper analysis of revenue, margin, costs, cashflow, forecasting accuracy and operational performance. Combine data from multiple sources to create a clearer view of business performance. Help management understand not just the numbers, but the story behind them.
- AI, automation and modernisation: Identify opportunities to improve outdated, manual or inefficient finance processes through AI, automation and better use of technology. Support the Finance Director in introducing modern tools and ways of working that improve productivity, speed and insight. Use AI tools to enhance reporting, summarisation, forecasting support, commentary generation, variance analysis and management information. Help evaluate and implement practical automation solutions that reduce manual effort and improve reliability. Act as a champion for smarter, more modern use of technology within finance.
Skills and experience
- Strong experience in data analysis, reporting, visualisation and insight generation.
- Advanced Excel skills and confidence working with reporting and presentation tools.
- Experience with BI and visualisation platforms such as Power BI or similar.
- Strong understanding of AI tools and how they can be applied in a practical business environment.
- Experience improving, automating or redesigning business processes.
- Ability to create high-quality presentations that communicate key financial messages clearly.
- Strong written and verbal communication skills.
- Experience supporting senior stakeholders or leadership teams.
- Exposure to finance, commercial or operational data would be an advantage.
Desirable background
- Experience in finance transformation, business intelligence, FP&A support, data analytics or automation.
- Experience working in a fast-paced commercial environment.
- Familiarity with ERP/reporting environments and management information processes.
- Comfort working with imperfect data and legacy processes while building something better.
Finance Transformation Manager in Fleet employer: Mulberry Recruitment
Our client in Fleet offers a dynamic and innovative work environment where the Finance Transformation Manager will play a pivotal role in modernising finance functions through advanced analytics and technology. With a strong emphasis on employee growth, collaboration, and the use of cutting-edge AI tools, this company fosters a culture of continuous improvement and meaningful impact, making it an excellent employer for those seeking to drive change and enhance business performance.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Transformation Manager in Fleet
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tech sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, sometimes it’s not just what you know, but who you know that can help you land that Finance Transformation Manager role.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your data analysis projects, dashboards, or any automation tools you've implemented. This will give you an edge and demonstrate your ability to turn complex data into actionable insights, which is exactly what our client is looking for.
✨Tip Number 3
Prepare for interviews by brushing up on your knowledge of AI and automation tools. Be ready to discuss how you’ve used these technologies to improve finance processes in the past. Our client wants someone who can modernise their finance function, so show them you’re the right fit!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you throughout the process, so take advantage of our resources and let’s get you that Finance Transformation Manager position!
We think you need these skills to ace Finance Transformation Manager in Fleet
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Finance Transformation Manager role. Highlight your analytical skills, experience with AI tools, and any relevant finance transformation projects you've been involved in. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about modernising finance functions and how your skills align with the job description. Be sure to mention specific examples of how you've turned data into actionable insights in the past.
Showcase Your Tech Savvy:Since this role involves using modern technology and AI, make sure to highlight your experience with BI tools like Power BI and any automation solutions you've implemented. We love candidates who are excited about leveraging tech to improve processes!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in directly from our site!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Numbers
Before the interview, brush up on key financial metrics and trends relevant to the role. Be prepared to discuss how you can turn data into actionable insights, as this is a crucial part of the job. Familiarise yourself with common financial performance indicators and be ready to share examples of how you've used them in past roles.
✨Showcase Your Tech Savvy
Since this role involves modernising finance processes, highlight your experience with AI tools and automation. Bring examples of how you've successfully implemented technology to improve reporting or streamline processes. If you've worked with BI platforms like Power BI, make sure to mention specific projects where you utilised these tools.
✨Communicate Clearly
Strong communication skills are essential for this position. Practice explaining complex financial concepts in simple terms, as you'll need to bridge the gap between finance and leadership. Prepare a few scenarios where you effectively communicated insights to stakeholders, focusing on clarity and impact.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle imperfect data. Think of examples where you've identified trends or opportunities despite challenges. Be ready to discuss how you would approach modernising outdated processes and what steps you would take to ensure successful implementation.
