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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
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. 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 just list your skills; demonstrate them! If you’ve worked with Power BI or Excel, mention specific projects where you created dashboards or financial reports that made an impact.
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!
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.
