Financial Analyst

Trace – Expert Accountancy Recruitment

Greater London

Hybrid

GBP 35,000 - 45,000

Full time

14 days+

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Job summary

An established investment management firm is seeking a motivated Financial Analyst to enhance their financial performance. In this role, you will produce and present management information packs, collaborate with department heads on budgeting, and identify cost-saving opportunities. The firm is committed to your professional growth, offering study support for accountancy qualifications. This is an exciting opportunity to join a dynamic team and contribute to the firm's success while developing your career in a supportive and inclusive environment.

Qualifications

Experience in a similar role is desirable.
Studying towards an accountancy qualification is essential.

Responsibilities

Producing and presenting monthly MI packs across business areas.
Collaborating with department heads for budgeting and forecasts.

Skills

Financial Analysis

Cost Management

Interpersonal Skills

Stakeholder Communication

Education

Studying towards ACA

Studying towards ACCA

Studying towards CIMA

Job description

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Trace – Expert Accountancy Recruitment provided pay range

This range is provided by Trace – Expert Accountancy Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Financial Analyst | Investment Management | £35,000 - £45,000 | London and Hybrid

We are collaborating with an established investment management firm that is seeking a Financial Analyst to join its team. The firm has an excellent history of successful investing and numerous exciting changes planned for the upcoming year.

Reporting into the Senior Finance Business Partner, you will be producing and presenting MI packs, supporting the business in the delivery of its objectives, with the aim of improving financial performance, and preparing the annual budgeting cycle.

They are looking for a collaborative, energetic individual, who is comfortable with communicating with Senior Stakeholders. They will be offering study support to continue your development in becoming a Chartered Accountant.

Your role:

Producing and presenting of monthly MI packs across respective business areas.
Working with department heads and budget holders to prepare mid-year forecasts and annual budgets.
Identify cost-saving opportunities to help improve financial performance.
Collaborate within other areas of the Finance department to strengthen the delivery of information.
Studying towards an accountancy qualification (ACA, ACCA, CIMA).
Experience in a similar role is desirable, and experience with cost management is preferred.
Great inter-personal skills for communicating with team members and stakeholders.

If you have relevant experience, fit the above criteria, and are looking for an exciting, rewarding, and challenging role, please apply today by sending an updated copy of your CV.

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.

We will be reviewing CVs throughout the process so please apply as soon as you are able to.

We are committed to ensuring the entire process is inclusive and accessible for all candidates who fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.

Seniority level