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- Tasks: Analyse financial data and create interactive dashboards to support advisory projects.
- Company: Finex Advisory, a dynamic financial and strategic advisory firm.
- Benefits: Remote work, flexible hours, and competitive pay based on experience.
- Why this job: Make a real impact by turning complex data into actionable insights for high-performing businesses.
- Qualifications: 1-2 years in data or finance, strong Excel and Power BI skills required.
- Other info: Collaborate with senior partners and enjoy long-term engagement potential.
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
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!
