D365 F&O Finance Analyst supporting Dynamics 365 Finance & Operations platform through application support and Finance process improvements. Collaborating with Finance stakeholders and IT teams while leading enhancements.
About the role
- Finance Business Partner providing insights for budgeting and forecasting in commercial and marketing teams. Involves reporting, mentoring, and relationship building to ensure financial best practices.
Responsibilities
- Budgeting – enable the annual budget for your key budget holders. This will include communicating key timelines and expectations, supporting with analysis and challenging assumptions ahead of wider reviews.
- Forecasting – provide in depth quarterly forecast updates to the budget, plus lighter touch monthly forecasts, working with your budget holders to understand key movements and changes to assumptions.
- Reporting – produce accurate and timely financial business reports each period to enable business areas to monitor cost performance and to have the information they require to alter their operations, if necessary, to ensure optimisation of their budget. Prepare internal finance papers for the RDG Executive Management, plus additional reporting as required.
- Month end processing – you will be required to complete month end journals and analysis to ensure the position at close of period end is reflective of the activities that have been completed that month. You will need to make judgement calls on accruals and prepayments.
- Investment appraisals for key projects – working with the business, provide financial support by way of investment appraisal and financial project evaluation, utilising targeted cash flow models, and also providing a strategic review of business cases.
- Ad-hoc queries – support your key business areas with ad hoc queries and requests for support and data. You will encourage self-service where possible, while ensuring the finance voice of the organisation is valued in decision making.
- Training – ensure business areas are familiar with and complying with financial best practice for example the use of purchase orders, timely forecasts, use of the budgeting tools. Provide training (system and policy) to budget holders and their designated staff with budget responsibility.
- Mentoring – provide knowledge and assistance to other areas in Finance and to the junior members of the Finance department to enable the Finance department to provide a first-class service to the business.
- Line Management – if line management is included in the role, ensure all line management duties are completed. This includes regular catch ups including feedback and ongoing development and coaching of your direct report.
- Relationships – establish and develop relationships with your business area, wider business and possibly external stakeholders in order to know and understand key elements of the business. This will facilitate an optimal level of service provided to the business.
- Continual development – ensure continual professional development, both technical and personal, is performed to allow continued membership of the ACCA/ICA/CIMA. This will enable the standards in the Finance department to remain high.
Requirements
- Qualified Accountant or Qualified by Experience – we are open to all qualifications
- Advanced Excel skills – ability to use excel to analyse and present data in a variety of different ways to suit your audience
- Experience of budgeting, month end and forecasting
- Confidence to challenge senior budget holders to ensure value for money for members
- Problem Solving and Decision Making
- Creative and analytical thinking
- Relationship building and customer/stakeholder focus
- Championing of continuous improvement – both within this role and for your stakeholders
- Ability to tailor communication to your stakeholders, and ability to make finance accessible to non-finance colleagues
- Experience with Netsuite or Oracle PBCS – training will be provided during your induction to the role
- Line management – training and support can be provided, and training on RDG policies will be provided regardless of experience.
Benefits
- 75% off rail travel for personal and family use, plus international rail discounts.
- 30 Days annual leave (plus buy/sell options and additional leave for key life events)
- Season ticket loan for commuting costs.
- Enhanced family leave – 30 weeks full pay for maternity, adoption, surrogacy, and shared parental leave.
- Pension scheme – up to 11.58% employer contribution.
- Private medical insurance (Vitality PPP) including mental health and specialist care.
- Discounted gym membership and access to wellbeing programmes.
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