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- Create and develop reports periodically using PowerBI tools to provide key customer and branch information to the wider business unit.
- Report on current and future performance, growth, and productivity-based KPIs to various stakeholders and advise accordingly to aid commercial decision-making.
- Build partnerships and strong relationships with all senior managers to aid collaboration and achieve business growth ambitions.
- Support and mentor the Asset Management accountant to develop the reporting process.
- Produce business cases for further investment, including property, people, and products, ensuring we invest in the right areas at the right time.
- Challenge current ways of working, drive efficiencies wherever possible, and continuously improve working standards.
- Previous demonstrable experience in a Management Accountant, Financial Analyst, or Finance Partner/Advisor role.
- Qualified or working towards CIMA/ACCA/ACA qualifications.
- Ability to analyze and manipulate data on Excel using advanced features.
- Previous experience with Microsoft Dynamics, Navision, or Power BI would be advantageous.
- Strong analytical skills with the ability to undertake a range of financial and business modeling tasks.
- Good communication and collaboration skills with the ability to work independently as well as part of a team.
- Experience using initiative to resolve issues and queries, confidently finding answers as needed.
- Ability to act proactively and be forward-thinking while maintaining a methodical, attention-to-detail approach.
- A driving license would be advantageous as there is an opportunity to visit different branches across the UK.
- A dynamic and supportive team environment.
- Opportunities for continuous professional development and career progression.
- Competitive salary and benefits package.
