Finance Insight and Analysis Manager (Assets & Investments)

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More about your role

We are seeking an experienced Finance Insight and Analysis Manager (internally known as a Commercial Finance Manager) to join our dynamic team, focusing on delivering exceptional financial insights and supporting the long-term strategic direction of our commercial and social asset portfolio. In this role, you will be responsible for developing and running financial models to assess our assets portfolio, ensuring that we make data-driven investment decisions. You will be integral in influencing and supporting the delivery of our Asset Strategy, which spans over 100,000 assets, providing crucial analysis for the optimisation of investment opportunities and overall portfolio performance.

The successful candidate will collaborate closely with stakeholders at different level across the business, building strong relationships and offering financial guidance to inform key decisions. You will take the lead on performance monitoring and long-term financial forecasting, ensuring the portfolio is well-positioned to meet its objectives. Additionally, scenario planning and conducting in-depth investment appraisals will be core aspects of your work, as will coaching and mentoring junior team members to develop their skills and contribute effectively to the team.

As a Finance Insight and Analysis Manager, you will play a critical role in shaping the financial strategy of the organisation and ensuring that the asset portfolio delivers optimal returns while mitigating risks. You will be responsible for providing insights and guidance on financial decision-making, ensuring that we meet our goals for sustainable growth and financial health.

Essential Criteria:

• Experience with Asset Management in a similar environment.
• Chartered Financial Analyst (CFA) accreditation or currently working towards CFA (or similar qualification)
• Solid understanding of the investment and/or social assets lifecycle
• Knowledge of funding instruments and their application in asset management
• Experience with both social and commercial assets markets
• Advanced Excel skills and a solid understanding of financial modelling

More about you

To be successful in this role you will have experience developing and running financial models to assess the asset portfolio. You will have a proven track record in conducting options and investment appraisals to support strategic decision-making, ensuring that the right investment choices are made. You will bring experience in building strong relationships and partnering with key internal stakeholders, influencing and supporting the delivery of the Asset Strategy for a portfolio of over 100,000 assets. Your expertise will allow you to optimize the investment portfolio by providing comprehensive financial insights, as well as leading the monitoring of performance and guiding long-term financial forecasting processes. You will also have experience leading scenario planning and conducting detailed analysis to inform financial decisions. Additionally, you will have a background in coaching and mentoring junior team members, helping to enhance their skills and contributing to the overall success of the team.

If you are a proactive and analytical finance professional looking for an opportunity to make a significant impact within a forward-thinking organisation, we would love to hear from you. Apply today to join our team and contribute to the continued success of our asset portfolio strategy.

What's next?

If you meet the criteria and are ready to make the next step in your career then click apply. You will be redirected to our careers site where you can discover more about the role, read a full job description and apply directly to us.

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We follow robust safeguarding policies and procedures, ensuring all employees, volunteers, and contractors uphold the highest standards of safeguarding and accountability. Our recruitment process includes pre-employment checks, including Disclosure and Barring Service (DBS) checks where applicable, to promote a safe and secure working environment.

By joining Places for People, you are expected to contribute to our safeguarding culture, following our policies and reporting concerns to protect those in our communities.