Investments Business Partnering Analyst - #2178910

SoTalent


Date: 4 hours ago
City: Edinburgh
Contract type: Full time
SoTalent

Investments Business Partnering Analyst

Location: Edinburgh, United Kingdom (Hybrid)

Industry: Business Consulting and Services

Work Setting: Hybrid


Are you passionate about delivering financial insights that influence strategic decisions and drive business performance within a dynamic investment environment?

We are seeking a Finance Analyst to join a high-performing finance team that partners closely with business leaders to provide forecasting, reporting, and commercial analysis. This is an excellent opportunity for a qualified finance professional to work with senior stakeholders, enhance reporting capabilities, and contribute to key business decisions while building a pathway toward a Finance Business Partner career.


Key Responsibilities

  • Support forecasting, budgeting, and annual planning activities, ensuring accurate workforce and cost projections.
  • Prepare monthly financial reports and management information, accompanied by insightful commentary on business performance.
  • Deliver commercial analysis on key initiatives, cost drivers, and resource allocation to support strategic decision-making.
  • Collaborate with cross-functional teams on projects aimed at improving financial processes, reporting efficiency, and operational performance.
  • Develop and enhance management reporting, executive dashboards, and data visualizations using business intelligence tools.
  • Build strong relationships with finance and business stakeholders to provide meaningful financial support and insights.
  • Identify opportunities to improve reporting processes, data quality, and analytical capabilities.


Required Qualifications & Skills

  • Professional accounting qualification such as ACA, ACCA, CIMA, or equivalent.
  • Strong financial reporting, accounting, forecasting, and analytical skills.
  • Experience interpreting financial data and translating findings into actionable business recommendations.
  • Ability to understand complex cost structures, financial drivers, and business performance metrics.
  • Excellent organizational skills with the ability to manage multiple priorities and meet reporting deadlines.
  • Experience within the financial services, investment management, asset management, or related industries.
  • Strong stakeholder management and collaboration skills.
  • Proficiency in data visualization and reporting tools, including Power BI or similar analytics platforms.


Preferred Attributes

  • Commercially focused mindset with a proactive approach to problem-solving.
  • Strong communication and presentation skills, capable of explaining complex financial information to non-financial audiences.
  • Curiosity and enthusiasm for driving continuous improvement through data and analytics.
  • Ability to thrive in a collaborative environment while working independently on key deliverables.

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