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Financial Reporting Assistant Manager
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-07-07
Listing for:
Lloyds
Contract
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
- We’re looking for a motivated finance specialist to become part of the External Reporting and Analysis group within the Insurance, Pensions and Investments (IP&I) Finance division
- This role belongs to the Scottish Widows Reporting team
- The team is responsible for producing high-quality reporting and analysis, assisting collaborators in understanding financial performance and important transactions throughout the business
- Based in Bristol, this role allows you to support important reporting processes for IFRS, Solvency II, and other regulatory returns
- Not only will you have direct involvement in full finance procedures, IP&I products, and fundamental finance systems, this position combines them with applied experience in tools such as Excel, Power BI, Power Query, and Power Automate to develop insight and efficiency
- This opportunity allows you to expand your technical financial reporting understanding, as well as your analytical and commercial capabilities, in a motivating and future-focused group
- You’ll gain wide exposure across the IP&I business and the broader Finance function, working closely with subject matter experts, supporting your growth in technical skills
- You’ll work closely with partners from Finance, including Actuarial, Investment Accounting, Systems, and Tax
- You’ll also help improve processes, drive automation projects, and apply modern analytical tools
- Own and deliver core reporting processes, including month-end close, operation of controls, and results analysis
- Provide elements of IFRS, Solvency II, and other regulatory reporting, ensuring outputs are accurate, well-controlled, and produced to tight deadlines
- Foster progress in reporting procedures by seeking opportunities to simplify, automate, and boost outputs through tools such as Power BI, Power Query, and Power Automate
- Build and sustain solid working relationships with collaborators across Finance and the wider Group, serving as a reliable point of contact
- Provide insightful analysis to support understanding of financial performance, key drivers, and business outcomes
- Support change initiatives and small projects by aiding the delivery of process, system, and reporting upgrades
- A generous holiday allowance:
You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade. - A flexible way of working:
Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business. - Family leave:
Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave. - Flex cash:
This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary. - Health insurance:
Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice. - Colleague Offers:
Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends. - Financial products:
Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans. - Share plans:
Participate in Share match and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan. - Pension:
We offer a generous pension plan, with all joiners being automatically enrolled in our ‘Your Tomorrow’ scheme. You can decide how much you save and get a say in where your contributions are invested.
- The skill to examine financial data and transform it into clear, meaningful insights
- Strong communication and interpersonal skills, with the ability to connect and persuade colleagues across teams
- A passion for refining processes, automation, and ongoing development
- Minimum 2 years of relevant experience in financial reporting
- A proactive and collaborative approach, with confidence to take ownership and drive work forward
- A qualified/part qualified accountant (ACA, ACCA, CIMA or equivalent), or have alternatively gained a similar level of expertise acquired through substantial experience in a financial reporting function
- Strong organizational skills and careful attention to detail, combined with the capability to manage priorities and meet deadlines
- Experience in, or a willingness to build skills with, Excel and Power Platform tools (e.g., Power BI, Power Query, Power Automate). Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply
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