FINANCE ANALYST | London
We're seeking a Finance Analyst to join our clients Portfolio Management Office, supporting financial tracking and insights across a change portfolio.
The Role:
Own monthly portfolio forecasting, reporting and variance analysis. Partner with Project Managers and delivery teams to ensure accurate financial tracking, budgeting, and decision-making. Build dashboards and reports that drive portfolio prioritisation and performance management.
What You'll Do:
- Deliver monthly portfolio forecasts and variance analysis with clear insights
- Support budgeting, financial planning and accruals processing
- Build and enhance Power BI dashboards and automated reports
- Maintain data integrity and act as a steward for portfolio financial data
- Support project financial setup, funding, tracking and governance
- Drive automation of manual processes using Power Query, Excel, VBA
Who You Are:
- 4-7+ years in financial analysis, project accounting or portfolio management
- Part-qualified/qualified accountant (ACA, ACCA, CIMA) essential
- Advanced Excel, Power BI and Power Query
- Experience with PPM tools (Clarity, Planview, Project Online)
- Strong analytical mindset with attention to detail
- Comfortable working across Finance, PMO and delivery teams
- Must have extensive financial services experience and tracked budgets of £50M
Why Join Us:
Work on strategic programmes shaping the business, partner with senior stakeholders, and develop expertise in portfolio-level finance and data.
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Finance Analyst employer: eFinancialCareers
As a leading global asset manager based in London, we pride ourselves on fostering a dynamic and inclusive work culture that values innovation and collaboration. Our employees benefit from comprehensive professional development opportunities, competitive compensation packages, and the chance to work with cutting-edge AI tools that enhance their skills and productivity. Join us to be part of a team that not only drives success but also prioritises employee well-being and growth in a vibrant city.
