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- Tasks: Create interactive dashboards and financial reports to drive decision-making.
- 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.
- Qualifications: 1-2 years in data or finance, strong Excel and Power BI skills.
- 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.
Data Analyst employer: Finex Advisory
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 through our website.
✨Tip Number 3
Prepare for interviews by brushing up on your Power BI and Excel skills. Be ready to discuss how you've used these tools in past projects, as this will be key for a Data Analyst role.
✨Tip Number 4
Follow up after applying! A quick email expressing your enthusiasm for the role can set you apart from other candidates. Remember, we love seeing proactive applicants!
How to prepare for a job interview at Finex Advisory
✨Know Your Numbers
Brush up on your financial analysis skills before the interview. Be ready to discuss your experience with P&L statements and management accounts, as these are crucial for the role. Having specific examples of how you've used data to drive decision-making will impress the interviewers.
✨Show Off Your Dashboard Skills
Since the role requires strong Power BI and Excel skills, prepare to showcase your dashboarding abilities. Bring along examples of dashboards you've created or be ready to talk through your process in detail. This will demonstrate your hands-on experience and technical proficiency.
✨Communicate Clearly
As you'll be working remotely, clear communication is key. Practice explaining complex data insights in a straightforward manner. During the interview, focus on articulating your thoughts clearly and concisely, as this will reflect your ability to present findings to clients effectively.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past projects where you had to analyse data under pressure or adapt to changing requirements. Prepare to discuss how you approached these challenges and what the outcomes were.
