Finance Analyst

Trace | Expert Accountancy & Finance Recruitment; Southampton; On-site; GBP 36,000 - 54,000; Full time

Job summary

Trace is recruiting for a Finance Analyst to join a successful, listed Wealth and Investment Management firm on a long-term FTC. You will report to a Finance Business Partner and provide meaningful internal reporting and analysis to senior stakeholders.

Key duties include preparing the monthly management accounts pack, cost reporting, planning and forecasting, and enhancing financial processes while ensuring accurate reporting and supporting finance projects.

Qualifications

• Ideally a qualified accountant with strong cost management reporting and analysis experience.
• First-class interpersonal skills for communicating with senior management and external stakeholders.
• Excellent systems and data visualisation skills including MS Excel.
• Immediately available / short notice period.

Responsibilities

• Prepare the monthly management accounts pack for review.
• Provide analytical insight to senior stakeholders including cost reporting, planning and forecasting.
• Improve the management information and financial processes.
• Work with the finance team to ensure accurate financial reporting.
• Provide high quality analysis, insight and decision support to the Finance Business Partner.
• Be involved in finance projects.

Skills

Cost management reporting

Interpersonal communication

MS Excel

Immediately available

Education

Chartered Accountant or equivalent

Tools

MS Excel

Job description

Our client is a very successful, listed Wealth and Investment Management firm with a requirement for a Finance Analyst to join the team on a long term FTC. The company has over £150 billion of assets under management/administration and a network of offices around the UK.

Reporting to a Finance Business Partner, the main purpose of this role is to provide meaningful internal reporting and analysis to the senior stakeholders.

Your Role

• Preparing the monthly management accounts pack for review.
• Working with senior stakeholders to provide analytical insight including cost reporting, planning & forecasting.
• Improving the management information and financial processes.
• Working closely with the finance team to ensure accurate financial reporting.
• Providing high quality analysis, insight and decision support to the Finance Business Partner.
• Involvement in finance projects.

Your Skills and Qualifications

• Ideally a qualified accountant with strong cost management reporting and analysis experience.
• First-class interpersonal skills for communicating with senior management and external stakeholders.
• Excellent systems and data visualisation skills including MS Excel.
• Immediately available / short notice period.

At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.