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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.
The Role
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.
About You
- 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.
What We Offer
- 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.
How to Apply
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 put in a good word for you.
✨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 and set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by brushing up on your financial analysis knowledge and Power BI skills. Be ready to discuss how you've turned complex data into actionable insights in past projects.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people at Finex Advisory. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Data Analyst
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 equipped 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 and clients.
✨Be Ready for Remote Work Questions
As this is a remote position, expect questions about your experience working independently. Share strategies you use to stay organised and productive while working from home, and highlight any tools or methods that help you manage your time effectively.
