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Finance Analyst
Unlock Your Potential at Leumi UK - Join Our Finance Team Today!
Why choose Leumi UK?
We're not your average financial institution. We specialise in hotel and property finance and Asset Based Lending offering our partners sector-specific expertise that propels their businesses to new heights. We are a leading financial institution with a rich history dating back to 1902 and we are seeking our newest team member to join us in the Finance Department.
Joining our team means embracing our core principles: Transparency, Empowerment, Anticipation & Membership. We believe in working together as one TEAM, cultivating long-lasting relationships that drive our ongoing success. Join us, and you'll become an integral part of our vibrant community!
We offer
- 30 days annual leave plus extra days for long service
- Hybrid working
- Discretionary bonuses
- Private medical insurance
- Group income protection & life assurance
- Access to mental health first aiders
- Social events
- Much more!
What will you be responsible for as a Finance Analyst at Leumi UK?
Leumi UK is seeking a qualified and motivated Finance Analyst to join its Finance team to take ownership of and run many of our essential daily, monthly and quarterly reporting processes. This is an excellent opportunity for an individual who enjoys a broad range of financial accounting, reporting and analytical responsibilities within a growing specialist lender.
The role will cover items such as bank reconciliation and loan book transaction processing, as well as monthly management account production and quarterly VAT returns. The role will suit someone who is keen to get involved and build their knowledge around many different areas of financial accounting and reporting.
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Strong Excel skills are essential, and experience with financial reporting systems, data analytics and Power BI would be advantageous, with a keen eye for efficiency and process improvement.
Responsibilities:
Daily
- Perform Bank and lending system postings and reconciliations
Monthly
- Ownership of various month end finance tasks that support the monthly management account reporting including (but not limited to):
- Accruals, other debtor/creditors and bank reconciliations
- Funds in use reporting and monthly reconciliation
- Analysis of income and commissions including deferred fees
- Analysis of various cost lines to support internal reporting
- Provide cover for posting of other adjustments including corporation tax and earn out adjustments
- Cost of funds allocation and analysis
- Production of monthly management accounts for review by the Financial Controller
- Ownership of Defined Benefit pension scheme admin costs process
Quarterly / Annual
- Prepare and submit VAT returns and other reporting requirements, including ONS and UK Finance returns.
- Support annual budgeting process and ad hoc additional forecasting and analysis as required
- Support reporting to our parent company through production of various schedules and analysis
- Support external audit and tax compliance processes by providing timely analysis and reconciliations as required
- Support statutory accounts process by preparing various schedules and analysis as required
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Other
- Cover for other members of the Financial Control Team as required including payments / accounts payable
The ideal candidate will have:
Essential
- Accountancy qualification from a recognised body – ICAEW / CIMA / ACCA or similar
- Experience of working within the finance function of a financial services institution or similar
- Intermediate to Advanced excel skills ((pivot tables, lookups and SUMIF as a minimum) and experience of simplifying / improving complex excel processes
- Good understanding of what a strong internal control environment looks like and has practical experience of operating within one
- Excellent analytical, problem-solving and organisational skills.
- Ability to manage multiple priorities and meet strict deadlines.
- Strong communication and stakeholder management skills.
Desirable
- Working knowledge of corporation tax and / or VAT
- Experience of using Microsoft Business Central and / or Power BI
- Experience within asset finance, commercial lending or banking environments
- Exposure to financial reporting automation and process improvement initiatives
- Knowledge or experience of utilising AI capabilities within a finance function
If this sounds like you, don't miss out on this incredible opportunity!
Visit www.leumiuk.com to explore our employee offering, learn more about Leumi UK, and review our privacy policy. Take the next step in your career with us today!
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