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- Tasks: Create interactive dashboards and financial reports that 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 analysis, 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. Use keywords from the job description to show that you’re a perfect fit for the role.
Craft a Compelling Cover Note: Your cover note is your chance to shine! Keep it concise but engaging, explaining why you're excited about the role and how your skills align with what Finex Advisory is looking for.
Showcase Your Skills: Don’t forget to mention your proficiency in Excel and Power BI. If you have examples of dashboards or reports you've created, consider including links or descriptions to demonstrate your capabilities.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates!
