Senior Finance Analyst – Revenue

Overview

As Senior Finance Analyst – Revenue, you will support revenue processes within the Asset Management Finance team in Cardiff, ensuring accurate invoicing, rebates, and income analysis. You will work closely with relationship teams to resolve queries and drive robust financial controls. The role combines hands-on accounting with process improvement and automation efforts to enhance efficiency. You will contribute to month-end accounting and provide insights on client activity and fee arrangements. This is a growth opportunity to deepen your finance career in a supportive, inclusive environment that values collaboration and ownership.

Pay / Benefits

• annual bonus plan
• share schemes
• generous pension contribution
• life assurance
• healthcare plan
• electric car scheme

Responsibilities

• Prepare and review quarterly revenue invoices for pooled clients
• Update client fee arrangements and perform manual invoice calculations
• Raise final invoices and process encashment instructions
• Review and process rebate payments through banking systems
• Prepare month-end journals and support income analysis
• Respond to client-related queries and collaborate with relationship teams
• Investigate financial control issues and identify emerging trends
• Improve processes, support automation, and maintain procedure documentation

Key requirements

• Understanding of core accounting principles from study or experience
• Confidence with Excel and detailed numerical work
• Careful, organized approach to high-volume tasks
• Ability to manage competing priorities and meet deadlines
• Clear written and verbal communication skills
• Collaborative mindset and willingness to share knowledge
• Motivation to learn, develop, and take ownership
• Finance or asset management experience, or progress toward ACA, ACCA or CIMA (helpful but not essential)

• collaborative approach
• attention to detail
• strong communication
• Excel
• financial accounting principles
• invoicing and revenue recognition

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