Finance Analyst – Investments & MI

  • Job Reference: 220938
  • Date Posted: 9 April 2025
  • Recruiter: hireful
  • Location: Retford
  • Salary: On Application
  • Sector: Insurance & Superannuation
  • Job Type: Full Time Flex
  • Work Hours: Full Time

Job Description

Finance Analyst – Investments & MI

 
Finance Analyst – Investments & MI (Entry-Level Opportunity)
Are you looking to kickstart or grow your career in finance and management information (MI)? Join us as a Finance Analyst with a focus on Investments and MI, where you’ll help analyze financial trends, optimize investment strategies, and deliver key business insights within our IBA/Treasury environment.
 

Key Responsibilities:

  • Monitor and manage investments in line with Group policies
  • Model and forecast cash flows to support financial planning
  • Assist in MI reporting, audits, and compliance activities
  • Identify opportunities for process improvement and risk control
  • Ensure compliance with CASS and internal policies
 
What You’ll Bring:

  • Strong analytical and problem-solving skills
  • Proficiency in MS Excel (Power BI, DAX, or Macros is a plus)
  • Some experience in finance admin or reconciliation (preferred)
  • A basic understanding of insurance or insurer accounting (bonus)
 
Why Join Us?

  • Competitive salary and benefits
  • Flexible working options and generous holidays
  • Pension scheme, enhanced parental leave, and life insurance
  • Discounts on tech, travel, and leisure
  • Ongoing learning and development support
  • Paid volunteering and charity days
 
Join a company that values innovation, growth, and its people. Apply now to take the next step in your finance career.
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REF-220 938