You will play a key role in transforming complex financial and non-financial data into analysis and insights for use across the business to impact short-medium- and long-term business performance. In addition, you will support FP&A and FBP teams in automation of existing and new processes.
This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation.
What does the job involve?
Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally
Build and develop financial and non-financial insights on recurring and ad-hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members
Translate complex and / or high volumes of data into clear business insights for both finance and non-finance teams
Automate insights such that they are available throughout the month to various stakeholders
Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (snowflake)
Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes
Assist the FP&A and Finance Business Partner function as required.
Collaborate with and support wider finance teams in ongoing work/projects
Competence, knowledge, and skills
Competence
Strong data insights and analysis skills
Ability to develop strong working relationships with key stakeholders
Qualified accountant, or working towards ACCA, CIMA, ACA, CFA
Knowledge & Skills
Financial analysis and reporting ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances
Continuous improvement mindset proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes
Attention to detail - Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers
Sound planning and organisational skills -including the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required.
Data visualisation - experience with Power BI or similar tools to create dashboards
Planning and reporting tools - experience with Workday or similar tools would be an advantage.
High proficiency in Excel
SQL knowledge would be desirable
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For for six consecutive years and in 2024 and 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
What we offer:
Competitive starting salary
Generous holiday allowance of 26days, increasing up to 31 days with length of service
Holiday buy and sell scheme
A choice of pension schemes with matched contributions up to 7%
Discretionary bonus scheme
Annual free share awards scheme
Buy As You Earn (BAYE) Scheme
Health Cash Plan provided by SimplyHealth
Discounted private healthcare scheme and dental plan
Free gym membership
Employee Assistance Programme
Bike loan scheme
Sick pay+ pledge
Enhanced maternity, paternity, and shared parental leave
Loans for travel season tickets
Death in service scheme
Paid time off for volunteer work
Charitable giving opportunities through salary sacrifice
Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
Personal development programmes built around you and your career goals, including access to personal skills workshops
Ongoing technical training
Professional qualification support
Talent development programmes
Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
Monthly leadership breakfasts and lunches
Casual dress code
Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where youll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
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