Level - 4
Department- Finance
Location - Southampton
Contract - Permanent
Our team purpose is to deliver strategic insights that drive informed decision-making and foster a culture of continuous improvement. By building strong partnerships across the Business, through disciplined financial management and stakeholder influence, we mitigate risk and create long-term value. Our commitment to development empowers us to innovate and achieve positive, value-adding outcomes for ourselves and Quilter.
As an Expense Analyst, you will play a key role in supporting the Group Expenses team. This role focuses on delivering accurate analysis, partnering with colleagues, and contributing to process improvements. You will gain exposure to multiple business units and senior finance stakeholders, developing your skills and preparing for future progression.
Key responsibilities:
Produce monthly accounts and provide commentary for review by the Business Partner.
Engage with stakeholders to manage the cost base and support planning and forecasting cycles.
Deliver high-quality analytical insight to inform decision-making and identify trends.
Collaborate with Change Management teams to assess impacts and risks of new initiatives.
Support development and improvement of financial processes, systems, and reporting.
Ensure timely and accurate financial reporting, with clear explanations for variances.
Build strong relationships across Finance and the wider business to share best practice.
Assist with preparation of information for external audits and compliance requirements.
You will have:
Strong working knowledge of Finance processes and governance.
Experience in analytical roles within Financial Services or similar environments.
Ability to work to tight deadlines with strong attention to detail.
Excellent communication skills, able to present financial information clearly.
Collaborative mindset and ability to build relationships across teams.
Proficiency in data visualisation and management reporting tools (e.g., Excel, PowerBI).
Critical thinking and problem-solving skills with an initiative-taking approach.
Desirable:
Experience working in a matrix organisation.
Exposure to planning and forecasting cycles.
Understanding of change management principles.
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Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.