Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Cashflow Finance Associate role at a fintech helping SMEs with funding needs. Engage in structuring, analyzing, and managing lending opportunities within a dynamic team.
Responsibilities
- Collation, organisation and presentation of transaction-related information, including financials
- Working with a range of financial information including year-end accounts, management accounts and forecasts and presenting these using Allica templates
- Maintaining accurate and current pipeline records using Allica CRM system
- Engagement with other team members to ensure efficient progress of new business opportunities as they transition to completion and into relationship management
- Complying with all mandatory policies and develop and adhere to operational procedures to maintain a strong internal control environment
Requirements
- An ambitious and naturally proactive individual, eager to contribute to the success of a small, developing team
- Able to interpret detailed financial information including balance sheet and cash forecasting, assess funding requirements and model the impact of sensitivities to such forecasts
- You will have excellent interpersonal and communication skills with the ability to build and maintain strong working relationships
- Desire to help the bank and its customers achieve their goals and ambitions
- Experience of working competently with Microsoft Excel, PowerPoint and Word
- Experience of working with different business functions to specific deadlines, with strong organisational skills
Benefits
- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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