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For Companies Finex Advisory partners with ambitious, high-performing businesses — from family-owned companies to venture and private equity-backed firms. We provide CFO advisory services, helping founders plan, prepare, and realise value at every stage of their business journey.
We’re looking for a Data Analyst with strong financial analysis and dashboarding skills to support our advisory projects. You’ll work closely with our partners to produce high-quality insights, management account dashboards, and financial reports that drive real decision-making. This is a project-based, remote position with flexible hours (up to ~20 hours per week). It’s ideal for an analytically minded individual who’s confident turning complex data into clear, actionable insights.
Key Responsibilities- Develop and maintain interactive dashboards in Power BI and Excel.
- Prepare and present management accounts, including P&L statements and financial summaries.
- Support financial modelling and KPI tracking across multiple client projects.
- Ensure accuracy, consistency, and clarity in all analysis and visualisations.
- 1–2 years of experience in a data, finance, or analyst role.
- Proven proficiency in Excel (dashboards, pivot tables, formulas, automation).
- Strong Power BI skills (data modelling, DAX, interactive reporting).
- Experience with management accounts and P&L preparation preferred.
- Comfortable working independently and remotely.
- Excellent written and spoken English communication.
- Ideally, exposure to financial services or professional services environments.
- Remote, flexible, project-based work (approx. 20 hours per week).
- Competitive pay, depending on experience and project scope.
- Opportunity to collaborate directly with senior partners on high-impact client work.
- Long-term potential for continued engagement as Finex Advisory expands.
If you’re detail-oriented, analytical, and ready to deliver meaningful insights that drive financial performance, we’d love to hear from you. Apply via LinkedIn or send your CV and a short cover note to tom.halstead@finexadvisory.com
Contact Detail:
Finex Advisory Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Data Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and data analysis fields. You never know who might have a lead on a project-based role or can introduce you to someone at Finex Advisory.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your best dashboards and financial reports. This will give potential employers a taste of what you can do, especially when applying for roles that require strong Power BI and Excel skills.
✨Tip Number 3
Prepare for interviews by brushing up on your financial analysis knowledge. Be ready to discuss how you've turned complex data into actionable insights in past projects. This will help you stand out as a candidate who can deliver real value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Finex Advisory.
We think you need these skills to ace Data Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in data analysis and financial reporting. We want to see how your skills align with the role, so don’t be shy about showcasing your Power BI and Excel prowess!
Craft a Compelling Cover Note: Your cover note is your chance to shine! Keep it concise but impactful. Tell us why you’re excited about the role and how your background makes you a perfect fit for our team at Finex Advisory.
Showcase Your Analytical Skills: In your application, give examples of how you've turned complex data into actionable insights. We love seeing real-world applications of your skills, especially if they relate to financial analysis or dashboarding.
Apply Through Our Website: While you can send your CV via email, we encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Finex Advisory
✨Know Your Numbers
Brush up on your financial analysis skills and be ready to discuss your experience with P&L statements and management accounts. Be prepared to share specific examples of how you've used data to drive decision-making in previous roles.
✨Showcase Your Dashboard Skills
Since the role requires strong Power BI and Excel skills, come prepared with examples of dashboards you've created. If possible, bring a portfolio or screenshots to demonstrate your ability to turn complex data into clear, actionable insights.
✨Communicate Clearly
Practice explaining your analytical processes and findings in simple terms. The interviewers will want to see that you can present complex information clearly and effectively, especially since you'll be working closely with partners.
✨Ask Insightful Questions
Prepare thoughtful questions about the projects you'll be working on and the types of clients Finex Advisory serves. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
