Finance Planning Analyst

Job Description:

Do you have an interest in business decision support and financial control?

Our client, a reputable Investment Management firm, is seeking a Finance Planning Analyst to join their team in Edinburgh on a permanent basis.

The successful candidate will ensure the timely and accurate completion of reporting and accounting assignments.

• Minimum 2:1 degree qualification or equivalent


• Part or newly qualified in either ACCA, CIMA, ICAS, ICAEW


• Financial services experience is desirable


• Proficient in MS Excel, Excel formulae and experience with PowerBI is preferable


• Numerical skills


• Experience of Oracle and other accounting and reporting systems is desirable

• Preparation of regulatory and other external data submissions for internal review and submission


• Contribute to production of month and quarter end analysis of balances for inclusion within Board papers


• Day to day operational activities including banking activities


• Perform period close activities including but not restricted to journal posting


• Running of regular reports for internal team use and provision of data for other departmental use


• Monthly liquidity and capital reporting


• Review system generated billing and payment batches for accuracy and raise and post correlating accounting journals for the General Ledger


• Perform root cause analysis as a means of addressing and eliminating data integrity and quality issues over time


• Respond to ad hoc queries and requests for information from external stakeholders including other departments within the business and the parent company


• Assist with the production of quarterly climate reporting and provide support

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15977

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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