Are you a detail-oriented financial professional with a passion for reporting, project management, and process improvement?
AJ Bell is recruiting for a Reporting and Project Manager to join our team.
This newly created role is an exciting opportunity to support the Head of Internal Reporting in delivering high-quality financial reporting, leading key finance-related projects, and driving efficiency and transformation across the Finance function.
Key Responsibilities
Reporting: Develop and maintain high-quality internal reporting to support strategic decision-making. Prepare in-depth financial analysis and deliver reports to the Executive Finance Committee. Coordinate and streamline the Business Review process, ensuring timely and accurate reporting aligned with Board deadlines. Enhance Cost Centre reporting processes and develop reporting templates and dashboards. Provide budgeting and forecast data to the FP&A team and prepare audit-supporting materials. Ensure compliance with financial regulations and maintain fully documented reporting processes. Project Management: Lead and manage finance-related projects, ensuring timely delivery and achievement of project goals. Collaborate with cross-functional teams, develop project plans, and provide regular updates to stakeholders. Finance Transformation and Efficiency: Identify opportunities for process improvement and implement best practices in reporting. Collaborate with IT and data analytics teams to enhance reporting systems and processes. Train finance team members on new tools and reporting methodologies. Develop Service Level Agreement (SLA) reporting to monitor financial control efficiency. Support the development and implementation of financial policies and procedures. What We’re Looking For:
Qualified accountant (ACA/ACCA/CIMA) with a minimum of 5 years PQE. Proven expertise in financial reporting and project management. Strong analytical skills with the ability to present financial insights clearly and concisely. Track record of managing projects and delivering results on time and within budget. Effective communication and interpersonal skills to build relationships at all levels. Experience in a similar role within a regulated or listed company environment. Strong organisational and problem-solving skills with high attention to detail and accuracy. Proficiency in Executive-level reporting and working in fast-paced environments. What we offer:
Generous holiday allowance of 27 days, increasing up to 31 days with length of service plus holiday buy and sell scheme. A choice of pension schemes with matched contributions up to 8%. Discretionary bonus scheme. Annual free share awards scheme and a Buy As You Earn (BAYE) Scheme. Health Cash Plan provided by SimplyHealth, discounted private healthcare scheme, discounted dental plan, Sick pay+ pledge and Death in service scheme. Free gym membership and an Employee Assistance Programme. Enhanced maternity, paternity, and shared parental leave. Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and paid time off for volunteer work. Personal development programmes built around you and your career goals, including access to personal skills workshops as well as professional qualification support. Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
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Reporting: Develop and maintain high-quality internal reporting to support strategic decision-making. Prepare in-depth financial analysis and deliver reports to the Executive Finance Committee. Coordinate and streamline the Business Review process, ensuring timely and accurate reporting aligned with Board deadlines. Enhance Cost Centre reporting processes and develop reporting templates and dashboards. Provide budgeting and forecast data to the FP&A team and prepare audit-supporting materials. Ensure compliance with financial regulations and maintain fully documented reporting processes. Project Management: Lead and manage finance-related projects, ensuring timely delivery and achievement of project goals. Collaborate with cross-functional teams, develop project plans, and provide regular updates to stakeholders. Finance Transformation and Efficiency: Identify opportunities for process improvement and implement best practices in reporting. Collaborate with IT and data analytics teams to enhance reporting systems and processes. Train finance team members on new tools and reporting methodologies. Develop Service Level Agreement (SLA) reporting to monitor financial control efficiency. Support the development and implementation of financial policies and procedures. What We’re Looking For:
Qualified accountant (ACA/ACCA/CIMA) with a minimum of 5 years PQE. Proven expertise in financial reporting and project management. Strong analytical skills with the ability to present financial insights clearly and concisely. Track record of managing projects and delivering results on time and within budget. Effective communication and interpersonal skills to build relationships at all levels. Experience in a similar role within a regulated or listed company environment. Strong organisational and problem-solving skills with high attention to detail and accuracy. Proficiency in Executive-level reporting and working in fast-paced environments. What we offer:
Generous holiday allowance of 27 days, increasing up to 31 days with length of service plus holiday buy and sell scheme. A choice of pension schemes with matched contributions up to 8%. Discretionary bonus scheme. Annual free share awards scheme and a Buy As You Earn (BAYE) Scheme. Health Cash Plan provided by SimplyHealth, discounted private healthcare scheme, discounted dental plan, Sick pay+ pledge and Death in service scheme. Free gym membership and an Employee Assistance Programme. Enhanced maternity, paternity, and shared parental leave. Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and paid time off for volunteer work. Personal development programmes built around you and your career goals, including access to personal skills workshops as well as professional qualification support. Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
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