At a Glance
- Tasks: Transform finance processes using data analysis and modern technology to drive business insights.
- Company: Friendly and forward-thinking company based in Fleet, focused on innovation.
- Benefits: Competitive salary, opportunities for professional growth, and a dynamic work environment.
- Other info: Join a fast-paced team and help shape the future of finance.
- Why this job: Make a real impact by modernising finance and leveraging AI for smarter decision-making.
- Qualifications: Strong analytical skills, experience with data visualisation, and a passion for technology.
The predicted salary is between 45000 - 80000 £ per year.
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 West Town employer: Mulberry Recruitment
Join a forward-thinking team in Fleet where innovation meets finance. As a Finance Transformation Manager, you'll thrive in a collaborative environment that values analytical prowess and technological advancement, offering you the chance to modernise finance processes and drive impactful insights. With a focus on employee growth and a culture that embraces change, this role not only enhances your career but also contributes to the company's evolution in a dynamic business landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Transformation Manager in West Town
✨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 Mulberry Recruitment. 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 Transformation Manager in West Town
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 Mulberry Recruitment.
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 Mulberry Recruitment'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 Mulberry Recruitment
✨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 Mulberry Recruitment.
✨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 Mulberry Recruitment 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 Mulberry Recruitment 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.
