Reporting and Projects Manager

Are you a detailoriented 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 highquality financial reporting leading key financerelated projects and driving efficiency and transformation across the Finance function.

Key Responsibilities

Reporting:

• Develop and maintain highquality internal reporting to support strategic decisionmaking.
• Prepare indepth 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 auditsupporting materials.
• Ensure compliance with financial regulations and maintain fully documented reporting processes.

Project Management:

• Lead and manage financerelated projects ensuring timely delivery and achievement of project goals.
• Collaborate with crossfunctional 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 Were 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 problemsolving skills with high attention to detail and accuracy.
• Proficiency in Executivelevel reporting and working in fastpaced environments.

About us:

AJ Bell is one of the fastestgrowing investment platform businesses in the UK offering an awardwinning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 542000 customers using our awardwinning platform propositions to manage assets totalling more than 86.5 billion. Our customers trust us with their investments and by continuously striving to make investing easier we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018 AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol we now have over 1450 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork we have a great sense of pride in what we do and this is reflected in our guiding principles.

What we offer:

• Competitive starting salary depending on experience 
• Generous holiday allowance of 27 days increasing up to 31 days with length of service
• Holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 8%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free gym membership
• Employee Assistance Programme
• Bike loan scheme
• Sick pay pledge
• Enhanced maternity paternity and shared parental leave
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events including monthly payday drinks annual Christmas party summer party and much more
• Personal development programmes built around you and your career goals including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• Peer recognition scheme with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Casual dress code
• Access to a range of benefits from our sponsorship deals

Hybrid working:

At AJ Bell our people are the heart of our culture. We believe in building strong connections by working together. Thats why we offer a hybrid working model where youll spend a minimum of 50% of your working time per month in the office. For new team members an initial period will be fulltime 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 wed love to speak to you.

Remote Work :

No

Employment Type :

Fulltime