At a Glance
- Tasks: Support clients with management reporting, forecasting, and financial strategy.
- Company: Fast-growing CFO advisory team in Edinburgh.
- Benefits: Gain real client exposure and develop your advisory skills.
- Other info: Excellent career progression opportunities and a dynamic work environment.
- Why this job: Step into a client-facing role and shape financial clarity for diverse businesses.
- Qualifications: ICAS/ACCA qualified or finalist with strong Excel skills.
The predicted salary is between 50000 - 70000 £ per year.
Office of the CFO Advisor – Edinburgh | Client-Facing Finance Advisory Role
Ready to move beyond traditional month-end reporting? We’re looking for a qualified or finalist ICAS/ACCA accountant to join a fast-growing CFO advisory team, supporting a diverse portfolio of clients with management reporting, forecasting, audit coordination, and commercial insight. This is a true step into client-facing advisory work, where you’ll act as a trusted finance partner to businesses, helping them improve performance, strengthen reporting, and make better decisions — not just close the books.
You’ll gain exposure to business owners and senior stakeholders, attend client meetings, and play a key role in shaping financial clarity and strategy across multiple organisations.
What you’ll be doing:
- Month-end reporting, forecasting & variance analysis
- Coordinating accounts, audit and compliance deliverables
- Acting as a key client contact and building strong relationships
- Supporting client meetings and commercial discussions
- Identifying opportunities to improve processes and add value
What we’re looking for:
- ICAS / ACCA qualified or finalist
- Strong Excel and financial reporting skills
- Confident communicator with a client-first mindset
- Organised, detail-focused, and proactive problem solver
- Experience in audit, management accounts, or outsourced finance
Why this role stands out:
- Real client exposure from day one
- Move into advisory and CFO-level thinking
- Broad, varied client portfolio
- Strong development and progression pathway
Important: Only candidates with a full and unrestricted right to work in the UK will be considered. Sponsorship is not available.
CFO Advisor - UK in Edinburgh employer: Broadgate
Join our dynamic CFO advisory team in Edinburgh, where we prioritise employee growth and foster a collaborative work culture. As a valued member, you'll enjoy meaningful client interactions, professional development opportunities, and the chance to make a tangible impact on businesses while working in a vibrant city known for its rich history and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land CFO Advisor - UK in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Broadgate. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CFO Advisor - UK in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Broadgate.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Broadgate's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Broadgate
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Broadgate.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Broadgate will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Broadgate employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
