Location
Tring
Position
Operations
Salary
c.£35k
Consumer Service
Reference
JG5294

Job Description

Are you a detail-focused finance professional who enjoys working with numbers, solving problems and keeping things running smoothly? Perhaps you're looking for a varied finance role closer to home, without the daily commute?

Our client is an established and growing financial services business operating within the foreign exchange sector. They are seeking an experienced Finance & Operations Analyst to play an important role in managing daily financial operations, including reconciliations, treasury activities and payment processing.

Working closely with colleagues across the business, you'll take ownership of key financial processes while also gaining exposure to client onboarding, compliance and the wider operations of a regulated financial services business.

The Role

Your responsibilities will include:

  • Managing daily bank and client money reconciliations, investigating and resolving discrepancies.
  • Preparing daily financial reports for senior management.
  • Monitoring incoming client funds and ensuring sufficient funds are available for settlement.
  • Liaising with internal colleagues and external financial partners to coordinate payments and settlements.
  • Processing client payments accurately and efficiently.
  • Maintaining accurate financial records, including balances relating to foreign exchange transactions.
  • Updating accounting records and managing supplier payments.
  • Supporting client onboarding, KYC checks and transaction monitoring.
  • Assisting with regulatory reporting and ensuring financial processes meet internal compliance requirements.

What's on Offer?

  • Salary of around £35,000
  • Full-time, 37.5 hours per week, office-based in Tring with some flexibility in line with business needs
  • A varied, hands-on finance role with responsibility for key financial processes
  • The opportunity to work closely with senior colleagues across finance, treasury and compliance
  • Exposure to foreign exchange operations, payment processing and financial services regulation
  • The opportunity to broaden your finance and operations experience within a growing business

About You

We're looking for someone with a strong financial operations background who enjoys working accurately, managing detail and taking ownership of their responsibilities.

Ideally, you'll bring:

  • Previous experience in finance operations, treasury, reconciliations, bookkeeping or payment processing.
  • Strong Excel and Xero skills.
  • Excellent numeracy and a high level of accuracy.
  • The ability to investigate discrepancies and resolve problems independently.
  • Good organisational skills and the ability to manage several tasks and deadlines throughout the day.
  • A proactive, methodical approach and confidence working in a busy office environment.
  • Strong communication skills and the ability to work effectively with colleagues and external contacts.

Experience within financial services, banking, payments or foreign exchange would be particularly useful, although we're equally interested in candidates with relevant transferable finance experience.

An understanding of financial compliance, client money safeguarding or KYC processes would be an advantage, but isn't essential.

If you're an experienced finance professional looking for a varied, hands-on role closer to home, we'd love to hear from you. Apply today to find out more!

Please review the job details above thoroughly and ensure you're happy with salary, location before applying

We're really good at keeping our job board up to date, so if the link for this role works, we are still accepting applications and we'd love you to apply.

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