Financial Analyst

SteppingStones Recruitment; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency in the UK is seeking a candidate to lead the financial analysis cycle, mentor junior analysts, and drive budgeting and forecasting processes. The ideal candidate will hold a CFA or similar qualification and a bachelor's degree in business or finance, with strong skills in analytical methodologies and software. This role is pivotal in supporting strategic decision-making and capital deployment evaluation, ensuring the accurate interpretation of financial data.

Qualifications

• CFA, CAIA or equivalent professional qualification is required.
• Bachelors in business, finance, or economics is essential.
• Experience in forecasting and strategic planning is necessary.

Responsibilities

• Lead the financial analysis cycle and data validation.
• Mentor Junior Analysts on analytical approaches.
• Drive budgeting and forecasting processes.

Skills

Analytical methodologies

Forecasting

Valuation

Budgeting

Strategic planning

Data analysis

Education

Bachelor's degree in business, finance, economics

CFA, CAIA or similar qualification

Tools

Analytical software

Job description

Description

Duties may include:

• Lead the end-to-end financial analysis cycle, ensuring the accurate collection, validation, and interpretation of financial data from cross-functional teams to support strategic and investment-related decisions.
• Complete return on investment, due diligence, evaluation and monitoring of capital deployment;
• Act as a mentor to Junior Analysts, providing guidance on analytical approaches, model-building techniques, and professional development
• Conduct in-depth research and due diligence
• Drive budgeting and forecasting processes

Qualifications

The successful candidate will have:

• CFA, CAIA or similar professional qualification
• Bachelor's degree in business, finance, economics or a similar field
• Must possess a solid understanding of modern analytical methodologies & tools used to interpret complex data, identify trends, and support strategic decision-making
• Experience using analytical software or data-driven platforms
• Skilled in forecasting, valuation, budgeting, and strategic planning