Finance Analyst

Butler Rose Ltd; Kirkby Lonsdale; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading finance consultancy is seeking a proactive Finance Analyst to support effective financial management and sustainability. The role involves preparing financial reports, assisting with budgeting, and providing financial analysis to enhance strategic decision-making. Ideal candidates will have AAT qualification or equivalent experience, strong analytical abilities, and excellent Excel skills. The position offers a collaborative work environment, professional development opportunities, and exceptional benefits, including generous holiday entitlement and hybrid working options.

Benefits

Generous holiday entitlement

Pension scheme

Professional development opportunities

Life insurance (4x salary via pension)

Employee Assistance Helpline

Care Concierge support

Qualifications

• Motivated analytical thinker with excellent attention to detail.
• Passionate about using data to drive improvement.
• Comfortable working in a fast-paced environment.

Responsibilities

• Prepare, analyse, and interpret financial reports.
• Assist with budgeting, forecasting, and variance analysis.
• Monitor income, expenditure, and identify trends.
• Support financial statements, audit schedules, and compliance reports.
• Provide financial modelling and scenario planning.
• Maintain accurate financial records.
• Collaborate with department heads for budget management.

Skills

Strong analytical skills

Excel skills

Communication to non-financial stakeholders

Organizational skills

Education

AAT qualified or part-qualified accountant (CIMA / ACCA / ACA)

Job description

Finance Analyst

Location: South Lakes (easily commutable from Kendal, Kirkby Lonsdale, Milnthorpe, Lancaster & Carnforth)

Contract: 6 Month Fix Term - Potential to be extended

Start Date: ASAP

About Us

Butler Rose Lancashire & Cumbria are exclusively partnered with a prestigious, historic, and highly respected organisation in the South Lakes. This is a rare opportunity to join a long-established, high-performing business with an inclusive culture, exceptional leadership and a genuine commitment to developing its people.

The Role

We are seeking a proactive and detail-oriented Finance Analyst to join the finance team. This is an exciting opportunity to play a pivotal role in ensuring the effective financial management and sustainability the company.

The successful candidate will work closely with the Finance Director to provide high-quality financial analysis, reporting, and insight to support strategic decision-making across the company.

Key Responsibilities

• Prepare, analyse, and interpret financial reports to support leadership decisions.
• Assist with budgeting, forecasting, and variance analysis.
• Monitor income and expenditure, identifying trends, risks, and opportunities.
• Support the preparation of financial statements, audit schedules, and compliance reports.
• Provide financial modelling and scenario planning to inform strategic and operational decisions.
• Maintain accurate financial records in line with regulatory requirements.
• Collaborate with department heads to provide financial guidance and ensure effective budget management.

About You

You will be a motivated, analytical thinker with excellent attention to detail and strong communication skills. You will have a passion for using data to drive improvement and will be comfortable working in a fast-paced environment.

Essential Criteria

• AAT qualified or part-qualified accountant (CIMA / ACCA / ACA) or equivalent experience.
• Strong analytical and Excel skills.
• Experience in financial analysis, management accounts, or a similar role.
• Excellent organisational skills and attention to detail.
• Ability to communicate financial information clearly to non-financial stakeholders.

Desirable

• Experience working in the public sector finance.

What We Offer

• A supportive and collaborative working environment.
• Opportunities for professional development and training.
• Generous holiday entitlement and pension scheme.
• The chance to make a real difference in the lives of young people.
• Monday - Friday 9-5 with option of Hybrid working

Exceptional Benefits

• 33 days holiday (incl. bank holidays)
• Life insurance (4x salary via pension)
• Personal accident cover & emergency dental insurance
• Employee Assistance Helpline (advice & emotional support)
• Care Concierge - support for those with caring responsibilities
• Stunning rural workplace - peaceful yet vibrant!

How to Apply

Please submit your CV to [e-mail]

For an informal discussion or to find out more about the role, please contact Emma Knight on 01524 967304

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.

Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.