Operational Finance & Insights Lead

Operational Finance & Insights Lead

• Annual Salary: £32,000 - £37,000
• Location: Central Bristol (Hybrid working)
• Job Type: Permanent, Full-time

Join a well-established professional services organisation in central Bristol as an Operational Finance & Insights Lead. This role is crucial for supporting financial performance, operational decision-making, and continuous improvement across a business-critical function. It combines financial reporting, management information, and forecasting with first-line leadership, supporting both day-to-day delivery and longer-term operational planning.

Day-to-day of the role:

Operational Finance & Management Information (Primary Focus)

• Deliver accurate, timely management information to support operational performance, budgeting, and strategic decision-making.
• Support financial and resource forecasting, working with operational and finance stakeholders to track delivery against agreed plans.
• Provide clear financial insight, analysis, and commentary, highlighting trends, risks, and improvement opportunities.
• Prepare reporting packs and papers for senior stakeholders, reviews, and governance forums.

Insight, Analysis & Continuous Improvement

• Use financial and operational data to identify and implement process improvements.
• Translate business requirements into clear, actionable insight.
• Support operational and change initiatives through data-led impact assessment and reporting.

Leadership & Team Oversight

• Lead, manage, and develop a small finance/insights analyst team.
• Set priorities, maintain quality standards, and allocate work effectively.
• Provide coaching, feedback, and day-to-day guidance, supporting capability development and team performance.

Required Skills & Qualifications:

• Strong background in management information, financial reporting, or operational finance.
• Experience supporting forecasting, planning, or resource modelling.
• Previous experience leading, supervising, or mentoring analysts.
• Ability to communicate complex financial or data insight clearly to non-technical audiences.
• High attention to detail and sound judgement when working with business-critical information.
• Experience within professional services, financial services, or a regulated environment would be beneficial, though not essential.

Benefits:

• Hybrid working with a central Bristol office base.
• 25 days holiday plus bank holidays (increasing with service).
• Flexible benefits package.
• Supportive, collaborative working culture with opportunities for development.

This role is ideal for someone looking to combine financial insight with people leadership, stepping into or continuing within a first-line operational finance leadership role. To apply for this Operational Finance & Insights Lead position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.