Finance Analyst

eFinancialCareers; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

eFinancialCareers is seeking a Finance Analyst in London to support the Portfolio Management Office with monthly forecasting, budgeting and insights across a change portfolio. You will partner with Project Managers to ensure accurate financial tracking and decision-making.

You will build dashboards, maintain data integrity and drive automated reporting. The role requires 4–7+ years in financial analysis and a recognized accounting qualification (ACA/ACCA/CIMA).

Qualifications

• 4-7+ years in financial analysis, project accounting or portfolio management.
• Part-qualified or qualified accountant (ACA/ACCA/CIMA) essential.
• Advanced Excel, Power BI and Power Query experience required.

Responsibilities

• Own monthly portfolio forecasting, reporting and variance analysis.
• Support budgeting, planning and accruals processing.
• Build and enhance Power BI dashboards and automated reports.
• Maintain data integrity and steward portfolio financial data.
• Support project financial setup, funding, tracking and governance.
• Drive automation of manual processes using Power Query, Excel and VBA.

Skills

Advanced Excel

Power BI

Power Query

Financial analysis

Portfolio management

Education

Part-qualified/qualified accountant (ACA, ACCA, CIMA)

Tools

Clarity

Planview

Project Online

Job description

FINANCE ANALYST | London

We're seeking a Finance Analyst to join our clients Portfolio Management Office, supporting financial tracking and insights across a change portfolio.

The Role:

Own monthly portfolio forecasting, reporting and variance analysis. Partner with Project Managers and delivery teams to ensure accurate financial tracking, budgeting, and decision-making. Build dashboards and reports that drive portfolio prioritisation and performance management.

What You'll Do:

• Deliver monthly portfolio forecasts and variance analysis with clear insights
• Support budgeting, financial planning and accruals processing
• Build and enhance Power BI dashboards and automated reports
• Maintain data integrity and act as a steward for portfolio financial data
• Support project financial setup, funding, tracking and governance
• Drive automation of manual processes using Power Query, Excel, VBA

Who You Are:

• 4-7+ years in financial analysis, project accounting or portfolio management
• Part-qualified/qualified accountant (ACA, ACCA, CIMA) essential
• Advanced Excel, Power BI and Power Query
• Experience with PPM tools (Clarity, Planview, Project Online)
• Strong analytical mindset with attention to detail
• Comfortable working across Finance, PMO and delivery teams
• Must have extensive financial services experience and tracked budgets of £50M

Why Join Us:

Work on strategic programmes shaping the business, partner with senior stakeholders, and develop expertise in portfolio-level finance and data.