Finance Analyst

at  PHOENIX group

Salary and Benefits: £35,000 - £40,000 (subject to experience) + up to 16% bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays (pro-rated), plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Career Family, Level & Title: Finance - Associate Band 1
Job Type: Permanent, full time
Hiring Manager: Senior Finance Analyst – Asset Management
Location: This role will be based in our Telford office, with time spent working in the office and at home. There will be some opportunity to travel to other Phoenix office locations.
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We have an incredible opportunity to join us here at Phoenix Group as a Finance Analyst to join our Asset Management Finance team.

QUALIFICATIONS

• Educated to part-qualified / level (ACCA/CIMA/ICAEW or equivalent)

EXPERIENCE

• Good level of accounting knowledge and experience
• Knowledge of financial systems and controls; experience of working in a Financial Services environment, in particular working with business related accounting systems, is desirable
• Great knowledge and experience with Microsoft Office (particularly Excel and PowerPoint)

THE ROLE

We’re currently looking for a Finance Analyst to join our Asset Management team on a permanent basis. You will report to the BAU (Business as Usual) Senior Finance Analyst and as our new Finance Analyst, you will be supporting the month end and year end deliverables to achieve value for our stakeholders.

KEY RESPONSIBILITIES:

• Preparation and posting of accounting adjustments (accrual and prepayment journals) including challenging/assessing appropriate back-up
• Develop a good understanding and working knowledge of the underlying source systems, accounting for the transactions recorded on the systems and in the ledgers
• Proactive ownership of month-end schedules
• Manage the Asset Management accounts payable process with regards to PO, SOW and budget checks
• Ownership of cost centre admin management, data input and reporting
• Support with Anaplan system implementation and day-to-day use; including data input and reporting
• Prepare financial MI to both financial and non-financial stakeholders
• Assist managers and the wider Asset Management Expenses Team with ad-hoc requests for information
• Consider impact of any organisational design changes and reflect impact on budget
• Support on-going delivery of robust, effective and efficient operational, finance processes and controls
• Collaborate with internal and external stakeholders (HR, Group finance, external vendors) to streamline data requests and create efficiencies
• Identify, plan and implement process improvements
• Control gaps identified and solutions raised and implemented to provide assurance over financial processes
• Liaise with auditors and answer audit queriesEnsure compliance with relevant procedures and processes and maintain evidence/audit trail as required