Finance Insights Analyst, FP&A and FBP
NaSPA, Inc., Madison, WI, United States
Job Description We're now recruiting a Finance Insights Analyst, FP&A and FBP to play a key role in transforming complex financial and non‑financial data into analysis and insights for use across the business to impact short‑medium‑ and long‑term business performance. In addition, you will support FP&A and FBP teams in automation of existing and new processes.
This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation.
What does the job involve? Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally
Build and develop financial and non-financial insights on recurring and ad‑hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members
Translate complex and / or high volumes of data into clear business insights for both finance and non‑finance teams
Automate insights such that they are available throughout the month to various stakeholders
Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (snowflake)
Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes
Assist the FP&A and Finance Business Partner function as required.
Collaborate with and support wider finance teams in ongoing work/projects
Competence, knowledge, and skills Competence Strong data insights and analysis skills
Ability to develop strong working relationships with key stakeholders
Qualified accountant, or working towards ACCA, CIMA, ACA, CFA
Knowledge & Skills Financial analysis and reporting – ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances
Continuous improvement mindset – proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes
Attention to detail – Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers
Sound planning and organisational skills – including the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required.
Data visualisation – experience with Power BI or similar tools to create dashboards
Planning and reporting tools – experience with Workday or similar tools would be an advantage.
High proficiency in Excel
SQL knowledge would be desirable
About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award‑winning solutions for everyone, from professional financial advisers to first‑time investors. Today, over 644,000 customers trust us to manage more than £103.3 billion of assets.
What we offer 25 days holiday, increasing with service + buy/sell scheme + bank holidays
6% Pension with matched contributions
Discretionary bonus scheme
Share schemes (including free shares and BAYE)
Health Cash Plan and discounted private healthcare
Free onsite gym
Enhanced family leave (subject to qualifying criteria)
Travel and bike loan schemes
Employee Assistance Programme
Life at AJ Bell Regular social events including summer and Christmas parties
Learning and development opportunities tailored to you
Casual dress code
Friendly, supportive team environment
Our ways of working We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.
For new starters, there's an initial period of full‑time office working to help you settle in and build relationships.
Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
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This role is designed for a highly analytical individual who is passionate about enhancing data quality, reporting efficiency and enabling better decision making through structured analysis and automation.
What does the job involve? Responsible for producing non-financial metrics (e.g. AUA, flows, customer numbers, dealing volumes) and KPIs, reported internally and externally
Build and develop financial and non-financial insights on recurring and ad‑hoc basis to drive actions and improve business performance, with support from FP&A and FBP team members
Translate complex and / or high volumes of data into clear business insights for both finance and non‑finance teams
Automate insights such that they are available throughout the month to various stakeholders
Build relationships and work closely with data and product teams to enhance the reliability and availability of source data from the data warehouse (snowflake)
Leverage Workday Adaptive Planning and Snowflake to automate and enhance processes
Assist the FP&A and Finance Business Partner function as required.
Collaborate with and support wider finance teams in ongoing work/projects
Competence, knowledge, and skills Competence Strong data insights and analysis skills
Ability to develop strong working relationships with key stakeholders
Qualified accountant, or working towards ACCA, CIMA, ACA, CFA
Knowledge & Skills Financial analysis and reporting – ability to interpret P&L, balance sheet and cash flow data to identify and explain trends and variances
Continuous improvement mindset – proactive approach identifying opportunities for automation, with ability to influence and challenge existing processes
Attention to detail – Maintains high levels of attention to detail under pressure, with a curious mindset to understand the AJ Bell business model and its internal and external drivers
Sound planning and organisational skills – including the ability to prioritise own workload within tight deadlines and the flexibility to change those priorities as required.
Data visualisation – experience with Power BI or similar tools to create dashboards
Planning and reporting tools – experience with Workday or similar tools would be an advantage.
High proficiency in Excel
SQL knowledge would be desirable
About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award‑winning solutions for everyone, from professional financial advisers to first‑time investors. Today, over 644,000 customers trust us to manage more than £103.3 billion of assets.
What we offer 25 days holiday, increasing with service + buy/sell scheme + bank holidays
6% Pension with matched contributions
Discretionary bonus scheme
Share schemes (including free shares and BAYE)
Health Cash Plan and discounted private healthcare
Free onsite gym
Enhanced family leave (subject to qualifying criteria)
Travel and bike loan schemes
Employee Assistance Programme
Life at AJ Bell Regular social events including summer and Christmas parties
Learning and development opportunities tailored to you
Casual dress code
Friendly, supportive team environment
Our ways of working We offer hybrid working, with a minimum of 50% of your working time per month spent in the office.
For new starters, there's an initial period of full‑time office working to help you settle in and build relationships.
Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
#J-18808-Ljbffr