Finance Analyst / Project Analyst
£50,000 - £55,000 + Bonus + Benefits
City of London

They are a highly successful, entrepreneurial, growing specialist bank who provides specialised commercial lending to businesses and individuals. They now have a new role within the largest and most dynamic division within the Bank and one which is fast expanding. They now have 15% of the secondary mortgage market place which demonstrates the dynamic growth in the last two years. The business is involved in residential property lending for bridging and secondary mortgages which is required for various purposes e.g. development, bridging, equity release.

Reporting to the Managing Director of the Division, the role is highly varied due to business growth and the concept of a finance person sitting in the business is relatively a new one. As a finance business partner / business analyst you will provide project oversight to develop systems and processes to identify and recommend operational improvements and to ensure effective reporting and the provision of operational improvements. (This can be to a certain extent cloned from two other departments where a similar exercise was undertaken in the past 2 years). Once the initial project has been undertaken the role will still remain highly varied due to the nature of the work and business partnering. You will need to be proactive as you will need to be proactive on timely delivery of projects and change, ensuring the Bank operates an efficient compliant process and also ensuring continuous improvement. The role will include the following:

  • Production, review and analysis of Management Information to identify enhancements to process and operations;
  • Ownership of weekly and monthly MI packs for regular meetings and delivery of ad hoc MI when requested;
  • Oversight of the daily and monthly review of cashflow forecasts and manage daily cash flow forecasts.
  • To initiate the provision of reports and action against reported exceptions;
  • To support the Divisional Management with analysis of the Division's financial accounts and budgets, and other performance metrics;
  • To provide required reporting above, liaising with the IT department to ensure that reports are available as required;
  • Scoping of improvements to bank system and processes, including necessary Project Initiation Documents;
  • Evaluating options available and detailing specific changes to processes and/or systems;
  • Engagement with key Bank stakeholders to ensure requirements understood by all;
  • Attendee of relevant meetings, such as Bank System Steering;
  • Liaising with 3rd party software suppliers to ensure scope is communicated and developed appropriately;
  • Project Management of agreed upon solutions;
  • User Acceptance Testing of delivered IT solutions
  • Undertake project and ad-hoc pieces of work at management request

Who they are looking for
To be considered for this role, you must meet the following criteria:

  • An accountant who is highly numerate with strong analytical skills and a commercial mind-set;
  • Project ability and able to clearly define process and change and able to make effective decisions about improving procedures;
  • IT literate with good Word and advanced Excel skills, including the production of financial models;
  • Proactive: goes beyond the regular process and takes on extra activities and introduces new ideas.


  • Willing to learn new things and adjust to changed circumstances;
  • Able business focus: makes a contribution to the success of the wider business;