Finance Assistant, Lloyds
Financial Reporting, Lloyds Living
£29.5-31k
+ Annual performance-related bonus + Share schemes including free shares
More information about location
2 days a week in office
Retail and commercial bank
Be an early applicant
Retail and commercial bank
1001+ employees
Be an early applicant
£29.5-31k
+ Annual performance-related bonus + Share schemes including free shares
More information about location
2 days a week in office
1001+ employees
Company mission
To support families and businesses, helping them to take the next step, whatever that may be.
Role
Who you are
- AAT or equivalent is preferred
- Analytical Skills: Excellent analytical and problem-solving skills, with keen attention to detail
- Communication: Strong interpersonal and communication skills, with the ability to present complex financial information clearly and concisely
- Adaptability: Ability to thrive in a dynamic and fast-paced environment
- Proactive & self-motivated: Ability to self-organise, plan, and prioritise activities
- Collaborative: A great teammate with a collaborative approach
- Financial systems – an understanding of Oracle NetSuite and the integration of non-finance systems
- Experience in the Property or Private Rented Sector preferred
- Understanding of intercompany transactions, reconciliations and journal entry
- Software Proficiency:
- Microsoft Office (Excel, PowerPoint, Teams & Outlook) including advanced functions and data analysis tools
- Experience with financial software systems, including Oracle NetSuite and Oracle Fusion
- Experience of VAT reporting and returns would be advantageous
What the job involves
- The role will report to the Finance Manager and will join the existing Finance Team
- Their responsibility will be to provide legal entity control and governance and financial reporting to the Lloyds Living group of companies and the implementation of the new finance system Oracle NetSuite (“NetSuite”)
- The individual selected for this role will need to provide financial information on the Lloyds Living group of companies to our Lloyds Banking Group functions
- This includes finance, tax, treasury, regulatory control, and company secretarial
- Working closely with the Finance manager and Finance Investment team:
- Post journals from the Group purchasing system, Ariba, into Oracle NetSuite
- Post intercompany journals, reconcile intercompany accounts and arrange for intercompany balances to be settled
- Prepare invoices for the intra company movement of investment property between Lloyds Living companies
- Assist with posting quarterly valuations into Oracle NetSuite
- Reconcile the investment balances in NetSuite to the Mater Payment Tracker
- Provide Group Finance with the Finance Investment team’s monthly hand ins
- Assist with the set-up of Oracle NetSuite, including creating new sites, items, general ledger accounts
- Liaise and understand other parts of the Lloyds Living finance team, including investment, operations, budgeting, new acquisitions, accounts payable and receivable
- Liaise and understand other parts of the Lloyds Living business, including the commercial, operations and change teams
Application process
- End Date: December 9, 2025
Our take
Lloyds Bank, part of Lloyds Banking Group, began operations back in 1765 and is nowadays one of the UK’s leading retail and commercial banks. As with many leading banks, the company has dealt with its share of controversy – including for its handling of PPI complaints in 2015, and the 2009 European Commission ruling that forced it to part ways with TSB – but it has nonetheless stood the test of time and worked to build back its public reputation in the wake of these setbacks.
Of the company’s 26 million customers, over 18 million of them are online, making it the largest UK digital bank. As part of its ongoing digital transformation, the company is seeking to put the cloud at the front of its services and systems, and has cited intentions to invest heavily in overhauling its current technology infrastructure. All this seeks to serve the modern banking customer, and to compete with the fast-increasing number of alternative banking options appearing on the market.
Recently, Lloyds Bank has shown great interest in facilitating innovation in the industry, joining as a partner on FinTech Action Labs (a FinTech accelerator programme) to bring its industry expertise to early-stage FinTechs. As well as investment in digital transformation and AI, the company is enhancing its wealth product and corporate banking offerings, as well as expanding its partnerships with digital banking companies.
Steph
Company Specialist at Welcome to the Jungle
Insights
-1% employee growth in 12 months
Company
Company benefits
- Flex cash: This is 4% of your basic salary and can be used to spend on the benefits of your choice, or you can choose to take it as a cash top up in your monthly salary.
- A generous holiday allowance: You’ll be eligible for a minimum of 22 days holiday (excluding bank holidays), rising to 30 days based on length of service and grade.
- A flexible way of working: Whether you want flexibility over your location or when you log on, together we can create an approach that works for you and for the business.
- Family leave: Up to 63 weeks of maternity or adoption leave. Statutory maternity or adoption pay is available for 39 weeks, and 20 weeks will be enhanced to the equivalent of full pay. Partners can have six weeks of fully paid paternity leave.
- Health insurance: Our company funded Private Medical Benefit provides all colleagues with access to good quality medical care, including accommodation, nursing care and specialist advice.
- Colleague Offers: Get discounts on everything from electrical items to cinema tickets and weekly food shopping. You can share this benefit with up to ten family members or friends.
- Financial products: Take advantage of our great financial products, some at a discounted rate, including current accounts, home and car insurance and loans.
- Share plans: Participate in Sharematch and receive matching shares of up to £45 a month from the company, and you can choose to participate in Sharesave, our combined savings and share option plan.
- Pension: We offer a generous pension plan, with all joiners being automatically enrolled in our 'Your Tomorrow' scheme. You can decide how much you save and get a say in where your contributions are invested.
Company HQ
City of London, London, UK
Leadership
Charlie Nunn
(Group Chief Executive, not founder)Spent nine years at HSBC, including as Group Head of Wealth Management and Digital, and as CEO of Wealth and Personal Banking.
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