Data Analyst for Financial Compliance

1 month ago


Manchester, United Kingdom AJ Bell Management Limited Full time

A talented Data Analyst for Financial Compliance is required to work in our Finance Department Controls Team. The successful candidate will be responsible for reviewing and improving fee and interest-related processes to prevent revenue loss.

This role involves examining large datasets, performing reconciliations, and identifying root causes of issues. You will also contribute to maintaining internal controls, ensuring compliance with Group policies and procedures.

Responsibilities include:

  • Monthly and quarterly fee reconciliations.
  • Query investigation and resolution from fee reconciliations.
  • Introduction and maintenance of internal controls for fees to adhere to business rules and Group policy.
  • Liaising with multiple business areas for project implementation, fee changes, and system upgrades.
  • Compliance with Group policies and procedures.
  • Proficiency in MS Office applications, especially Excel, and experience with Power BI is desirable.

As a valued employee, you will have access to our award-winning platform propositions, induction training, and a study support scheme. We offer a competitive salary, generous holiday allowance, and a contributory pension scheme.


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