Financial Data Analyst

2 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
Job Title: Financial Data Analyst

We are seeking a highly skilled Financial Data Analyst to join our Finance Department Controls Team.

The successful candidate will be responsible for reviewing fee and interest scripts, identifying deficiencies, making recommendations for improvements, and introducing controls to minimize the risk of lost revenue.

Key Responsibilities:
  1. Perform monthly and quarterly fee reconciliations to ensure accuracy and completeness.
  2. Investigate and resolve queries generated from fee reconciliations in a timely and professional manner.
  3. Support the introduction and maintenance of internal controls relating to fees, ensuring adherence to business rules and the Group Financial Control Policy.
  4. Liaise with multiple business areas to support the implementation of projects, fee and interest changes, and system upgrades through testing of software.
  5. Ensure compliance with Group policies and procedures at all times.
About AJ Bell Management Limited:

AJ Bell Management Limited is a leading investment platform business in the UK, offering a range of solutions for professional financial advisers and DIY investors.

We have a strong commitment to employee development and offer opportunities for growth and professional development.

Our benefits package includes a generous holiday allowance, discretionary bi-annual bonus, contributory pension scheme, buy as you earn share scheme, and more.



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