Financial Controls Specialist
1 month ago
We are seeking a skilled Financial Controls Specialist to join our Finance Department Controls Team. As a key member of this team, you will play a vital role in supporting the Group's financial control function within the business.
The successful candidate will review fee and interest scripts and operational processes to identify deficiencies, make recommendations for improvements, and introduce controls to minimise the risk of lost revenue. This role also involves reviewing large sets of data, performing reconciliations, and identifying root causes of issues/anomalies.
Key responsibilities include:
- Monthly and quarterly fee reconciliations.
- Investigation and resolution of queries generated from fee reconciliations.
- Supporting the introduction and maintenance of internal controls relating to fees to ensure adherence to business rules and the Group Financial Control Policy.
- Liaising with multiple business areas to support the implementation of projects, fee and interest changes, and system upgrades through testing of software.
- Ensuring compliance with Group policies and procedures.
- Utilizing MS Office applications, especially Excel, to manage and analyse data.
- Experience with Power BI is desirable but not essential.
AJ Bell offers an award-winning range of solutions that cater to everyone, from professional financial advisers to DIY investors. Our customers trust us with their investments, and we strive to make investing easier.
We offer opportunities for growth and professional development, including induction training and a study support scheme as part of our benefits package.
We provide a generous holiday allowance of up to 31 days with service, plus bank holidays, and a contributory pension scheme. We also offer a discretionary bi-annual bonus and other benefits.
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