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portfolio manager
Financial Analyst
Bournemouth
Up to £40,000 a year
Fixed term contract, Full-time

Full job description

Robert Half are recruiting Finance Analyst on a Fixed Term Basis for 12 months based in Bournemouth.

If you have advanced Excel skills, and enjoy process improvemnts, this could be an ideal role for you.

This role will be key in automating and improving financial and KPI reporting processes.

You will work with finance managers and the system project team to streamline data collection, enhance data structures, and build reliable, scalable reporting tools.

The ideal candidate will brings strong technical skills in Excel, Power Query, and workflow automation, combined with a solid understanding of accounting principles, multi-entity environments and a finance-aware mindset.

This is a hands-on role for someone who enjoys problem-solving, modernising processes, and creating high-quality reporting solutions.

The key aspects Keys aspects of the role are:
1. Automate and improve financial and KPI reporting.

2. Consolidate and validate data from multiple entities and data sources.

3. Build scalable Excel, Power Query, Power Pivot reporting tools. 4. Enhance data structures and workflows. 5. Support the property system upgrade and maintain data integrity. 6. Collaborate with finance managers on reporting and process improvements.

The role will require you:
Automate and modernise reporting processes, reducing manual work and increasing accuracy.

Consolidate financial and KPI data from multiple entities and systems into consistent, scalable structures.

Enhance data integrity through validation checks, improved templates, and standardised workflows. - Develop and maintain reporting solutions, including Power Query data models, Excel automation, with the possibility to contribute to Power BI dashboards - both interactive dashboards for data exploration and paginated reports for detailed, printable, structured reporting.

Support the property system upgrade, assisting with data mapping, testing, and process improvements.

Collaborate with finance managers to refine management reporting, budgeting templates, and analytical outputs. - Proactively identify inefficiencies and propose improvements to data flows and reporting methods.

Ensure documentation and process notes are up to date and support long-term scalability.

Based on site in Bouremouth on a 12 months FTC basis.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.
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