Job Description
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 externallyBuild 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 membersTranslate complex and / or high volumes of data into clear business insights for both finance and non-finance teamsAutomate insights such that they are available throughout the month to various stakeholdersBuild 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 processesAssist the FP&A and Finance Business Partner function as required.Collaborate with and support wider finance teams in ongoing work/projectsCompetence, knowledge, and skillsCompetenceStrong data insights and analysis skillsAbility to develop strong working relationships with key stakeholdersQualified accountant, or working towards ACCA, CIMA, ACA, CFAKnowledge & SkillsFinancial analysis and reporting – ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variancesContinuous improvement mindset – proactive approach identifying opportunities for automation, with ability to influence and challenge existing processesAttention 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 driversSound 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 dashboardsPlanning and reporting tools - experience with Workday or similar tools would be an advantage.High proficiency in ExcelSQL knowledge would be desirableAbout 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 salaryGenerous holiday allowance of 26 days, increasing up to 31 days with length of serviceHoliday buy and sell schemeA choice of pension schemes with matched contributions up to 7%Discretionary bonus schemeAnnual free share awards schemeBuy As You Earn (BAYE) SchemeHealth Cash Plan – provided by SimplyHealthDiscounted private healthcare scheme and dental planFree gym membershipEmployee Assistance ProgrammeBike loan schemeSick pay+ pledgeEnhanced maternity, paternity, and shared parental leaveLoans for travel season ticketsDeath in service schemePaid time off for volunteer workCharitable giving opportunities through salary sacrificeCalendar of social events, including monthly payday drinks, annual Christmas party, summer party and much morePersonal development programmes built around you and your career goals, including access to personal skills workshopsOngoing technical trainingProfessional qualification supportTalent development programmesPeer recognition scheme, with rewards including restaurant and shopping vouchers or time offMonthly leadership breakfasts and lunchesCasual dress codeAccess to a range of benefits from our sponsorship dealsHybrid 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 you’ll 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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