Finance Analyst - 6 Month FTC

Evelyn Partners; City Of London; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working model

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in London is seeking a Finance Analyst on a 6 month FTC to support the FP&A team, integrating with NatWest Finance, and delivering enhanced reporting and data consolidation. The role focuses on understanding financial drivers and translating data into actionable executive insights.

You will assist in preparing rolling forecasts, budgeting, and ad-hoc financial analysis to explain business performance and tell the accompanying financial narrative.

Qualifications

• Qualified accountant status required
• Highly methodical and organised; able to work under pressure
• Knowledge of finance business processes and controls
• Ability to multi-task and adapt to new concepts quickly
• Strong financial modelling and presentational skills with ability to draft high-quality documentation
• Strategic analysis, planning and execution, performance metrics, and commercial acumen

Responsibilities

• Support FP&A with delivering objectives and enhanced reporting
• Understand drivers behind group finances and translate into executive insights
• Analyze commercial messages from financial performance data
• Assist executives with actionable analytics on actual and projected performance
• Contribute to integration work including weekly AUMA reporting and data tracking
• Consolidate Evelyn Partners’ financials into rolling forecast templates and improve MI
• Develop rolling forecasts and budgets and prepare pack materials

Skills

Financial modelling

Analytical thinking

Presentation skills

Time management

Multi-tasking

Education

Qualified accountant

ACA/CIMA/ACCA desirable

Job description

We're seeking a talented individual to join our team in London on a 6 month FTC. You will be responsible for supporting the Finance Business Partner with delivering the objectives of the FP&A team. Focusing on integration with the NatWest Finance team, supporting enhanced reporting and data consolidation requirements as a result of integration activity. As Finance Analyst, your responsibilities will include among others:

• To be a key part of the FP&A team, the individual will strive to fully understand the drivers behind the group's finances and help to translate this to meaningful information to aid decisions at an executive level.
• To understand, through focused analysis, the commercial messages which can be inferred from financial performance data and other management information relating to Evelyn Partner's businesses.
• To assist in providing the Executive leadership with actionable insight and analytics of actual and projected financial performance to support the decision-making process.
• Key support on Integration including delivery of weekly AUMA reporting, working with NW Finance and Data teams to deliver, and track key data such as one-off attrition, synergies and referral targets.
• Consolidate Evelyn Partners Financials into rolling forecast templates for delivery to NW Finance including automation and enhancements as integration progresses and assist in delivery of enhanced Performance MI.
• Contribute to the development of "business as usual" including providing input into rolling forecasts and budgets including updating pack materials and agreeing approach with business contacts, assisting business contacts with ad-hoc financial analysis required to understand their business performance and interpreting results to develop "the story" that accompanies financial reporting. To be successful in this role, you should:
• Qualified accountant
• Highly methodical and organised, with an ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high-quality output
• Knowledge of finance business processes and controls
• Ability to multi task, manage multiple competing priorities and get to grips with new concepts quick
• Strong financial modelling and presentational skills with an ability to assess and review business plans and draft high quality documentation
• Strategic analysis, planning and execution, performance metrics, and commercial acumen
• Desired: ACA/CIMA/ACCA
• Integration / transactions experience desirable but not essential Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.