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Finance Analyst - Investments & MI

PIB Group Limited

Retford

On-site

GBP 25,000 - 35,000

Full time

5 days ago
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Job summary

An established industry player is seeking an entry-level Finance Analyst to support investments and management information. In this role, you will analyze financial trends, optimize investment strategies, and provide key insights within a dynamic IBA/Treasury environment. The company offers a supportive atmosphere for growth, emphasizing innovation and development. With flexible working options, generous holidays, and a commitment to employee well-being, this is an exciting opportunity to kickstart your finance career. If you are passionate about finance and eager to learn, apply now and take the next step in your professional journey.

Benefits

Competitive salary
Flexible working options
Generous holidays
Pension scheme
Enhanced parental leave
Life insurance
Discounts on tech
Discounts on travel
Discounts on leisure
Paid volunteering days

Qualifications

  • Strong analytical and problem-solving skills are essential.
  • Proficiency in MS Excel; experience with Power BI is a plus.

Responsibilities

  • Monitor investments and ensure compliance with Group policies.
  • Assist in MI reporting, audits, and identify process improvements.

Skills

Analytical Skills
Problem-Solving Skills
MS Excel
Power BI
DAX
Macros
Finance Administration
Reconciliation
Insurance Accounting

Job description

Finance Analyst - Investments & MI (Entry-Level Opportunity)

Are you looking to kickstart or grow your career in finance and management information (MI)? Join us as a Finance Analyst with a focus on Investments and MI, where you'll help analyze financial trends, optimize investment strategies, and deliver key business insights within our IBA/Treasury environment.
Key Responsibilities:

  • Monitor and manage investments in line with Group policies
  • Model and forecast cash flows to support financial planning
  • Assist in MI reporting, audits, and compliance activities
  • Identify opportunities for process improvement and risk control
  • Ensure compliance with CASS and internal policies
What You'll Bring:
  • Strong analytical and problem-solving skills
  • Proficiency in MS Excel (Power BI, DAX, or Macros is a plus)
  • Some experience in finance admin or reconciliation (preferred)
  • A basic understanding of insurance or insurer accounting (bonus)
Why Join Us?
  • Competitive salary and benefits
  • Flexible working options and generous holidays
  • Pension scheme, enhanced parental leave, and life insurance
  • Discounts on tech, travel, and leisure
  • Ongoing learning and development support
  • Paid volunteering and charity days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your finance career.

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