Additional Information
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.
Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.
Role Summary
This interim role plays a key part in enabling the successful launch of new propositions by ensuring robust, well controlled finance operations are in place during transition. The role holder provides expert oversight and delivery of interim manual reconciliation processes and related manual activities, maintaining accuracy, transparency and control while longer term solutions are developed.
Main Responsibilities
Lead and deliver interim manual reconciliation processes to support new proposition launches, ensuring outputs are accurate, timely and well controlled
Design, document and embed interim manual finance processes, working within established frameworks while applying expert judgement to manage risk and complexity
Act as a point of escalation for reconciliation issues, investigating discrepancies and driving resolution through clear analysis and collaboration
Work closely with Finance, Operations, Change and Technology colleagues to ensure interim processes align with wider operating models and controls
Maintain and enhance the control environment, identifying risks arising from manual activity and implementing pragmatic mitigations
Provide clear reporting and insight on reconciliation outcomes, issues and emerging risks to stakeholders
Identify opportunities to improve efficiency and quality within interim processes, feeding learning into future-state design
Key Knowledge, Skills and Experience
Strong experience delivering finance operations activities, including reconciliations and control-based processes
Proven ability to apply judgement to non-routine problems, balancing customer outcomes, risk and delivery priorities
Experience working across multiple stakeholders in a change or transition environment
Confident communicator, able to explain issues, decisions and outcomes clearly and concisely
Demonstrates a strong risk and control mindset, with attention to detail and accountability for outcomes
Essential Skills
Expert understanding of reconciliation and finance control processes
Analytical thinking and problem-solving capability
Stakeholder engagement and influencing skills
Ability to lead delivery through periods of change and uncertainty
Work Level: Manager / Expert
Recruiter: Matt Campbell
Close Date: 1st June 2026
Efinancialcareers · Edinburgh, UK