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The FP&A Analyst will analyze operational and financial data, provide insights for decision-making, support finance partners, prepare monthly reports, and drive process improvements through financial modeling and analysis.
The Finance Executive will manage cost accrual processes, month-end close activities, and client queries. Responsibilities include guiding the business on revenue recognition issues, maintaining the company’s revenue recognition policy, and collaborating with UK Finance Business Partners. The role also focuses on implementing processes for audits, monitoring error tracking, and ensuring deliverables meet high standards of accuracy and service levels.
The Technical Implementation Data Manager is tasked with migrating and verifying equity-related data for new clients, ensuring accurate conversion from legacy systems to Equitrax Employee Plans systems, coordinating with various departments, and managing client data transitions post-implementation.
As a Transition Lead, you will manage and execute transition activities, including implementing changes with minimal disruptions. Responsibilities include project planning, stakeholder engagement, risk management, resource allocation, and developing change management strategies while ensuring successful transitions during business changes.
The Team Leader is responsible for managing a team to ensure quality service delivery to customers while adhering to agreed standards. They oversee workflow, monitor team performance, guide individual development, and ensure compliance with policies and procedures. The role involves collaborating with various teams and implementing process improvements for efficiency.
The Principal Customer Experience Executive is responsible for quality checking, complaint and trend analysis, and continuous improvement within retirement solutions. Duties include analyzing quality data, delivering coaching plans, managing operational risks, and ensuring training and motivation of team members.
The Process Executive is responsible for carrying out clerical and support duties, ensuring timely completion of account and data administration. They respond to processing inquiries, participate in team workload, adhere to compliance and regulatory requirements, and contribute to improving processes within Equiniti.
The Group Risk Manager coordinates and executes risk management activities across the EQ Group to ensure risks are identified, assessed, monitored, and reported. Responsibilities include managing risk reporting, developing risk frameworks, providing guidance, and enhancing risk awareness across the organization.
The Customer Experience Executive will handle inbound calls and emails from shareholders, assisting them with their queries and ensuring compliance with service standards. The role involves contributing to team workload and improving personal skills while also identifying process improvement opportunities.
The Customer Experience Executive is responsible for assisting shareholders with buying and selling shares, addressing customer queries, and ensuring compliance with regulations and company standards. This role requires excellent communication skills, familiarity with CRM systems, and the ability to meet performance targets.
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