Finance Insights Analyst, FP&A and FBP

Overview

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. 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.

• Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally
• Build 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 members
• Translate complex and / or high volumes of data into clear business insights for both finance and non-finance teams
• Automate insights such that they are available throughout the month to various stakeholders
• Build 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 processes
• Assist the FP&A and Finance Business Partner function as required
• Collaborate with and support wider finance teams in ongoing work/projects

• Strong data insights and analysis skills
• Ability to develop strong working relationships with key stakeholders
• Qualified accountant, or working towards ACCA, CIMA, ACA, CFA

• Financial analysis and reporting – ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances
• Continuous improvement mindset – proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes
• Attention 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 drivers
• Sound 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 dashboards
• Planning and reporting tools - experience with Workday or similar tools would be an advantage
• High proficiency in Excel
• SQL knowledge would be desirable

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, and this is reflected in our guiding principles.

• Competitive starting salary
• Generous holiday allowance of 26 days, increasing up to 31 days with length of service
• Holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 7%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by Simply Health
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay+ pledge
• Enhanced maternity, paternity, and shared parental leave
• Loans for travel season tickets
• Death in…