Financial analyst jobs in Birmingham, west midlands

Role Purpose

The role provides operational technical support to ensure that all financial data used for organisational decision making is validated, timely and analysed to ensure appropriate insight.  The role specifically delivers accurate Restricted Fund management and Reporting and implements changes to ensure best practice.

This role is part of Trussell’s Mission Enabling team, the goal of which is to enable and empower the effective delivery of all of the outcomes associated with our strategic programmes, and to ensure that the way we work at Trussell is aligned to our organisational values and approaches. In doing so, this role underpins the success of our organisational strategy – contributing to the fulfilment of our long term vision of a UK without the need for food banks.

 

Key Responsibilities

Validate Financial Data and analysis – Validate all financial reporting in all platforms by monitoring outputs and undertaking corrective action to ensure that all standard organisational reporting and analysis can be relied on for decision making. This includes working with the Assistant Financial Account to ensure that all finance system data configuration is designed to meet Trussell’s financial reporting and analytical needs and management of budget, forecasting and projections with line manager and finance business partners from agreed data collection tools through to system input and reconciliation to drive performance reporting.

Maintain Donor, grant and fund management– Maintaining donor funds by managing end to end finance interactions and delivering standardised reporting to all stakeholders to ensure Trussell meets its donor obligations.  This includes recommending and implementing agreed changes to meet best practice standards.

Support Procurement and contract management – Support procurement framework effectiveness through analysis of supplier activity, tenders and market rates as required to deliver value for money in all activity.

Support Treasury and cash management – Support effective treasury management through maintaining up to date data for financial projections from programmes and mission enabling financial business partners to enable accurate forward forecast of our cash flows.

Person Specification

Knowledge acquired through accountancy qualifications (ACA, CIMA, ACCA, CiPFA) or equivalent experience

Donor restricted funds management

Finance systems – data structure and analysis

Proficiency in Microsoft 365 products, especially Excel

Essential Skills

Time management and prioritisation

Data validation, extraction and reconciliation techniques

Financial modelling and analysis

Problem solving skills / troubleshooting

Key Experience

Operating in a fast paced, multi-disciplinary environment

Delivering financial reporting and analysis in a departmental/programmatic structured organisation

We are looking for an experienced Change Analyst to play a key role in delivering successful organisational change across a diverse portfolio of transformation and continuous improvement initiatives.

This is an exciting time to join RBL as we deliver our new 10-year strategy. Our Change & Transformation function plays a key role in helping the organisation prioritise, deliver and embed change that improves how we support the Armed Forces community.

As part of our ongoing transformation, the Change & Transformation team has recently transitioned to a capability-led model built around Change, Delivery and Reporting. Together, these capabilities provide the leadership, governance, delivery expertise, change support and portfolio insight needed to successfully drive and sustain organisational change.

This is an great opportunity for a Change professional who combines strong analytical capability with a passion for helping organisations and people adapt, adopt and thrive through change. You will support change from inception through to implementation, ensuring initiatives are effectively planned, understood and embedded across the organisation.

You will work closely with sponsors, project teams and stakeholders to assess readiness, understand impacts, shape change approaches and maximise adoption, helping to deliver meaningful and sustainable outcomes.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

Reporting to our Head of Change Analysis & Adoption, key responsibilities will include:

- Assess organisational readiness for change, identifying impacts, risks, dependencies and opportunities across people, processes and systems
- Support the development of cases for change, change plans and adoption strategies to ensure successful implementation
- Engage with stakeholders across the organisation, facilitating workshops, gathering insights and building commitment to change
- Analyse business processes and change data to provide recommendations that support decision-making and continuous improvement
- Support training, user adoption and post-implementation reviews to maximise the benefits and long-term success of change initiatives

You will be contracted to your home address, and you will perform most of your work remotely there, with occasional travel (incl. for monthly team meetings).

Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

Interview Dates: 3rd and 4th September

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

We have a newly created opportunity for a Portfolio Performance Manager to join our fantastic Change and Transformation team at RBL.

Here at the Royal British Legion, we are currently embarking on an exciting new phase with our Customer, Technology and Change directorate. Together this team, covering Technology, Data Protection, Business Planning and Change & Transformation, takes great pride in supporting across RBL with all things technology, security, digital, data, business planning, portfolio and project management, and change. It’s a great time to join as our organisation begins to drive our new 10-year strategy and ensures we are best able to continue to make a difference to our Armed Forces community now and for the future.

Based in our Change & Transformation team, the new Portfolio Performance Manager will turn complex project information into clear, meaningful insight, helping senior leaders make informed decisions and maximise delivery success.

Reporting to the new Head of Portfolio Assurance and Reporting, you will play a key role in providing a trusted, evidence based view of our change portfolio. You will bring together performance, financial, resource, risk, dependency and benefits information to create a clear picture of how our projects and programmes are performing.

Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.

In this busy role, some key responsibilities will include:

- Leading the production of high quality portfolio reporting, ensuring information is accurate, timely and consistent
- Creating a single view of portfolio performance through effective data management, reporting and dashboards
- Analysing project and programme information to identify trends, risks, opportunities and emerging pressures
- Providing clear insights and recommendations that help leaders make informed decisions
- Supporting senior governance forums by delivering meaningful performance reporting and decision making information
- Working closely with Project and Change teams to improve reporting quality and strengthen portfolio visibility
- Line managing and supporting the development of a Portfolio Analyst

You will bring experience from a PMO, portfolio management, project controls, performance reporting or management information environment, along with a strong ability to interpret data and communicate what it means. You will be someone who enjoys analysing information, spotting trends, and translating data into practical insight that supports strategic decision making.

You will be contracted to your home address, and you will perform most of your work remotely there, with occasional travel (incl. for monthly team meetings).

Employee benefits include –

- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension scheme with employer contributions ranging from 6% to 14%, depending on length of service
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!

For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.

RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.

As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.

Interview Dates: Week commencing 7 Sep

We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.