Assist in investigation and projects to deliver value to the organization from AI. Another opportunity to transform finance capability. Adopt a curious mindset and think where AI can help and improve or tune current processes and thinking.

Key Responsibilities

• Drive value and insight from data collected
• Assist and manage collation and preparation of internal data for business use in formats which can also be used for due diligence M&A activity
• Enhance Finance challenge and review of Business plans. Taking ownership for review and challenge of sections of the plan
• Collaborate with internal stakeholders to ensure clarity around performance metrics and investor reporting
• Contribute to the establishment of a new strategic finance team structure
• Design and build models and analysis of actuals and plans to help management optimize performance and plans. Bringing insight to help the business make better decisions
• Lead and assist on ad-hoc queries from investors, CFO, and Head of Strategic Finance
• Curious mindset, ability to spot opportunities to enhance performance and plans. With the ability to turn the ideas into action
• Ability to manage backlog and ad-hoc queries and ensure the team and individual are delivering at pace, with strong feedback on effectiveness

Candidate Profile

• Qualified accountant with experience of managing teams and projects in Commercial Finance, Partnering, FP&A, and financial control ideally within financial services
• Strong analytical ability and a methodical approach to data reconciliation, reporting, and investigation
• Comfortable working with large, complex datasets in Excel (other data tools experience beneficial but not essential)
• Demonstrated ability to interpret and communicate financial and business insights clearly to senior stakeholders
• Experience of partnering stakeholders, collaborating to drive value and insight
• Adaptable, hands-on, and able to operate effectively in a fast-paced, changeable environment, independently and with a team
• Collaborative, with an interest in helping to shape new processes and reporting structures
• Transaction and diligence experience. Leading and reviewing models, data interpretation, and making clear recommendations at pace

About Us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer center stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work. Are we a perfect match? Check out this video and find out!

Inclusion and Diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us, it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced, and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives, and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives, and flexible working options.