Investment Specialist at Private Bank developing and managing financial products and services. Supporting UHNWIs and Family Offices with banking, investment, and credit needs.
About the role
- Transport Reporting Assistant Finance Manager responsible for financial reporting, analysis, and cross-team collaboration. Contributing to monthly financial results and managing P&L lines in a dynamic environment.
Responsibilities
- Fully own aspects of Financial Reporting: Including delivery of monthly financial results along with supporting analysis.
- In addition, will consult on inputs/assumptions with forecast activity.
- Financial Control: Take responsibility for reconciliation and control activity of all owned P&L lines.
- Develop Relationships: Build and maintain strong and effective working relationships with key collaborators across Transport and the wider Retail Finance community.
- Support team activities: Contribute to development, learning and process improvement within the team, fostering culture of continuous improvement.
- Invest in Personal Growth: Actively respond to individual and team objectives, by enhancing personal performance and growing your skills and capabilities.
Requirements
- Ideally a qualified/part qualified Finance professional (ACA, ACCA, CIMA) or qualified though experience.
- Good attention to detail with strong analytical skills.
- Strong stakeholder management skills and highly collaborative with the ability to work cross multiple finance teams.
- A curious mindset with an eye for process improvement & automation opportunities.
- Strong problem-solving skills, using experience to address critical risks/issues/dependencies as they arise and ensuring resolution within agreed timescales.
- Demonstrate the right values and behaviours and encouraging this in team members.
- And any experience of these would be really useful Power Query/Power Bi
- Ability to use/interrogate Oracle/Fusion
Benefits
- A generous pension contribution of up to 15%
- An annual performance-related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 28 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
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