Investment Finance Analyst

Investment Finance Analyst

Location: Atherstone, North Warwickshire

Salary: £55,000 + Excellent Benefits

Are you a qualified finance professional with experience supporting capital investment decisions, building business cases, and providing commercial insight on major projects?

We're recruiting for an Investment Finance Analyst to join a high-performing finance team within a leading international organisation.

This is a unique opportunity to play a key role in evaluating significant capital expenditure (CapEx) projects and investment opportunities, helping ensure business resources are allocated effectively and deliver maximum value.

Working closely with stakeholders across the UK and internationally, you'll provide robust financial analysis, challenge assumptions, evaluate risks and returns, and support investment decisions that shape the future growth of the business.

The Role

As an Investment Finance Analyst, you'll be responsible for supporting investment planning and decision-making through detailed financial analysis, investment appraisal and strategic insight.

Key responsibilities include

Evaluating CapEx projects, investment proposals and business cases to assess financial viability and strategic fit

Reviewing and challenging financial assumptions, risks and expected returns on investment opportunities

Developing financial models, investment appraisals and scenario analysis to support decision-making

Supporting budgeting, forecasting and long-term financial planning activities

Monitoring investment performance and tracking the delivery of forecast benefits and returns

Supporting the planning, governance and performance management of capital expenditure programmes

Identifying opportunities to improve profitability, efficiency and return on investment

Producing financial reports, presentations and recommendations for senior stakeholders

Supporting financial target-setting and strategic planning activities

Collaborating with finance and operational teams across the UK and internationally

Driving continuous improvement in reporting, analysis and investment decision-support processesAbout You

We're looking for a commercially minded finance professional with strong analytical capability and experience supporting investment and capital expenditure decisions.

You'll ideally have:

ACCA, ACA or CIMA qualification, or be operating at an equivalent level

Experience within FP&A, Commercial Finance, Finance Business Partnering, Management Accounting, Corporate Finance or a similar analytical finance role

Experience supporting or evaluating CapEx programmes, capital investment projects, business cases or major investment decisions

Strong financial modelling, investment appraisal and scenario planning skills

Experience assessing project viability, return on investment, payback periods and financial risk

Strong budgeting, forecasting and financial planning experience

The ability to challenge assumptions and provide commercially focused recommendations

Experience working with senior stakeholders and influencing decision-making

Advanced Excel skills and strong analytical capability

Experience using SAP or similar ERP systems would be advantageousWhat's on Offer?

Salary of £55,000 + Excellent Benefits

Opportunity to work on high-value investment and CapEx projects

Exposure to senior leaders and strategic decision-making

International collaboration and visibility across the wider business

A varied role combining investment appraisal, financial planning, modelling and commercial analysis

Excellent career progression and development opportunities

Comprehensive benefits packageIf you're looking for a role where you can combine commercial finance, investment appraisal and CapEx analysis to influence major business decisions and support long-term growth, we'd love to hear from you.

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

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