Financial Analyst

21 hours ago


Edinburgh, Edinburgh, United Kingdom FNZ Full time
Job Title: Financial Analyst

FNZ is seeking a highly skilled Financial Analyst to join our team in Edinburgh. As a Financial Analyst, you will be responsible for reconciling financial transactions made by our clients, ensuring the completion of daily Internal Client Money Reconciliations, and reviewing and improving internal processes and procedures.

Key Responsibilities:
  1. Reconcile financial transactions made by clients to ensure accuracy and completeness
  2. Review and improve internal processes and procedures to ensure compliance and best practice
  3. Collaborate with other teams to ensure seamless integration of financial operations
  4. Stay up-to-date with market changes and developments that impact the team
  5. Provide support to the business based on technical knowledge of team and role
Requirements:
  1. Strong Excel skills, including ability to take data from multiple sources and produce accurate and timely reports
  2. Understanding of CASS rules and how they apply to the operational environment
  3. Good written and verbal communication skills and ability to liaise with internal and external parties at all levels
  4. Ability to analyse, present and report complex regulatory information to senior stakeholders in a clear and concise manner
  5. Highly organised, confident, decisive and enthusiastic self-starter
About FNZ:

FNZ is a global leader in wealth management technology, providing a platform that integrates modern technology with business and investment operations. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

We are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.



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