Financial Analyst - Residential B2R

Proactive Personnel Ltd; London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading recruitment firm is searching for a Financial Analyst in London to provide financial support for residential projects. The role involves collaborating with stakeholders, designing financial models, and supporting investment decision-making. Applicants should possess strong Excel skills and experience in real estate finance. The offered salary ranges from £80,000 to £100,000, complemented by a discretionary bonus and comprehensive benefits package.

Benefits

Discretionary bonus

27 days holiday + 8 bank holidays

Group Personal Pension

Private Medical Insurance

Life Assurance

Cycle and Tech schemes

Qualifications

• Experience in property, real estate, or asset management finance is highly beneficial.
• Sound grasp of financial controls, governance frameworks, and compliance processes.
• Excellent communication skills for non-finance audiences.

Responsibilities

• Lead financial analysis and business performance reviews for strategic decision-making.
• Develop and maintain financial models for forecasting and budgeting.
• Manage financial data collection for project acquisitions.

Skills

Advanced Excel skills

Financial modelling expertise

Analytical capabilities

Attention to detail

Stakeholder management

Problem-solving

Commercially astute

Education

Degree in finance, statistics, accounting, economics, or mathematics

Tools

Power BI

Anaplan

Job description

Overview

Our client is seeking a Financial Analyst, reporting to the Operations Director, to provide financial support to a residential team sourcing sites, delivering complex residential projects, letting, and managing them on completion for our internal client. You will design financial models, reports, and scenario plans to support forecasting, investment planning, and strategy. You will collaborate with stakeholders to clarify, challenge assumptions, shape financial insights, and contribute to our growth story.

Responsibilities

• Leading in-depth financial analysis and business performance reviews to support strategic decision-making.
• Developing and maintaining robust financial models for forecasting, budgeting, and long-term planning.
• Managing and developing Anaplan alongside the analysts.
• Research and collection of financial data to support underwriting and recommendation reports they provide on project acquisitions and development.
• Preparing monthly, quarterly, and ad hoc reports with clear financial insights and commentary.
• Monitoring KPIs and performance metrics to identify trends, risks, and improvement opportunities.
• Collaborating with portfolio managers as well as operational teams to deliver unified financial plans and targets.
• Supporting investment appraisals, pricing strategy, and capital allocation decisions.
• Performing market and industry research to help evaluate strategic options and market conditions.
• Supporting system implementations and digital transformation initiatives within finance.
• Assisting with period-end close, audit queries, and financial controls as needed.
• Supporting new property acquisitions and developments with robust financial due diligence, modelling, and scenario analysis.
• Preparing and reviewing business cases for strategic initiatives such as expansion, investment, or operational change.
• Driving process improvement in management reporting, planning systems, and financial governance, including automation and dashboard development.
• Championing data quality and integrity to ensure consistent, accurate, and timely financial inputs across reporting systems.

Qualifications and Attributes

• Preferably a degree in finance, statistics, accounting, economics, mathematics, or a related field.
• Or a degree with membership of a recognised professional body (desirable).
• Experience in property, real estate, or asset management finance (highly beneficial).
• Advanced Excel skills and expertise in financial modelling.
• Experience using Power BI or other data visualisation tools.
• A sound grasp of financial controls, governance frameworks, and compliance processes.
• Excellent attention to detail and the ability to communicate complex financial insights to non-finance audiences clearly and effectively.
• Accountancy experience would be an added advantage.
• Has excellent analytical, numerical, and problem-solving capabilities.
• Is commercially astute with a forward-thinking, strategic mindset.
• Brings clarity and insight to complex data and business questions.
• Is proactive, highly organised, and works well under pressure.
• Demonstrates excellent communication and stakeholder management skills.
• Has a passion for process improvement, digital skills, and continuous learning.
• Works collaboratively across functions to achieve business goals.
• Displays exacting standards of integrity, judgement, and professional ethics.

Benefits

• Salary range £80,000-£100,000 (higher rate dependant on direct experience and qualifications)
• Discretionary bonus
• 27 days holiday + 8 bank holidays
• Group Personal Pension with Royal London (salary sacrifice available)
• Employee Assistance Program
• Private Medical Insurance
• Life Assurance
• Optical eVouchers
• Cycle and Tech schemes

If you are interested in the Financial Analyst role please apply or for more information please call Antony on