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.