Senior Finance Analyst
1 month ago
Evelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.
Key Responsibilities:- Collate, review, and report on Assets under Management (AUM) data, identifying and resolving any issues.
- Extract revenue data from source systems, collate, review, and post revenue, ensuring timely reconciliation with cash received.
- Update reconciliation files for control frameworks and provide to auditors.
- Contribute to the collation of Revenue and AUM data for regulatory returns.
- Develop knowledge of operational systems used to collect/record fees and business services provided, following up on issues.
- Ensure high-quality work, meeting deadlines and reporting anomalies to the line manager.
- Respond to telephone and email enquiries in a professional manner, prioritizing team tasks.
- Contribute to team task reviews, identifying improvements and building efficient processes.
- Adopt a high-quality culture, minimizing errors and delivering high-quality service levels.
- Support and provide cover for other team members and the wider department as needed.
- Maintain and develop knowledge and skills in line with industry, regulatory, and internal requirements through CPD.
- Operate in accordance with Group policies and procedures manuals.
- Professional accounting qualification.
- Experience in a management accounts team, with experience in a financial services institution advantageous.
- Experience of systems and operational processes, with working knowledge of Microsoft Office packages.
- Strong interpersonal skills, with the ability to communicate well written and verbally to senior audiences.
- Ability to work well in a team, with comfort working individually.
- Demonstrate ability to understand and summarise complex information in a professional and concise manner.
- Ability to solve problems quickly, with high levels of accuracy and attention to detail.
- Ability to organise workloads effectively and meet tight deadlines.
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependant).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
Evelyn Partners values diversity and inclusion, with a wide range of employee resource groups and diversity, equity, and inclusion initiatives across the organisation. We are committed to providing a safe, supportive, and inclusive environment for all colleagues, regardless of identity, background, or circumstance.
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Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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4 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
-
Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
-
Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
-
Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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Senior Finance Analyst
1 month ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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Senior Finance Analyst
3 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
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Senior Finance Analyst
3 weeks ago
Liverpool, Liverpool, United Kingdom Evelyn Partners Full timeJob Title: Senior Finance AnalystEvelyn Partners is seeking a highly skilled Senior Finance Analyst to join our Finance Management Accounts team in Liverpool. As a key member of our Revenue reporting team, you will be responsible for ensuring the accurate and timely recognition and reporting of Assets under Management.Key Responsibilities:Collate, review,...
