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- Tasks: Transform data into impactful insights and drive business performance.
- Company: Join McCarthy Stone, the UK's leading retirement community developer.
- Benefits: Enjoy a competitive salary, bonus, pension, and 24-28 days holiday.
- Why this job: Be a strategic partner influencing decisions and optimising performance in a supportive culture.
- Qualifications: Must have a professional qualification (CIMA, ACCA, ICAEW) and strong analytical skills.
- Other info: Opportunity for growth into a Finance Business Partner role with a focus on social impact.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Financial Analyst role at McCarthy Stone
Join to apply for the Financial Analyst role at McCarthy Stone
Direct message the job poster from McCarthy Stone
Are you a newly qualified accountant (CIMA, ACCA, or ICAEW) with a passion for turning data into decisions and insights into real impact?
We are looking for a commercially minded analyst who goes beyond the numbers – someone who understands their story, connects them to business strategy, and uses them to drive performance. This is more than a reporting role.
You will work closely with stakeholders across Land & Build, Sales & Marketing, and the wider Commercial Finance team, delivering proactive insights that shape investment decisions, optimise performance, and influence strategic direction. You will bring clarity to complexity, streamline reporting, and challenge assumptions- all while building trusted relationships across the business.
To deliver in this role, you will need a strong technical foundation – confident in financial modelling, advanced Excel, variance analysis, and interpreting financial data with precision. You will be a commercially minded analyst who sees the bigger picture, understands what the numbers really mean, and can link financials to business performance and KPIs.
You will also be an effective communicator, skilled in presenting complex insights in a clear, actionable way to non-finance stakeholders, with the interpersonal strength to become a trusted advisor. Your proactive mindset will drive you to challenge the data, spot trends, and surface risks or opportunities before others do. And as a process-oriented, organised individual, you will look to continuously improve, automate, and deliver accurate reporting at pace.
Success in this role also calls for someone resilient and adaptable – comfortable managing shifting priorities, ad hoc requests, and cross-functional collaboration in a fast-paced environment.
If you are naturally curious, eager to make your mark, and looking to grow into a Finance Business Partner role or build a long-term career in commercial finance, this opportunity offers the exposure and development to get you there.
We Will Give You
- Competitive salary plus discretionary annual bonus
- Company Pension Scheme
- Life Assurance
- Professional subscriptions paid for
- 24 days holiday (rising to 28) plus bank holidays
- 2-3 Days in the Bournemouth Office
- Two fully paid volunteering days annually, supported by the McCarthy Stone Foundation
- Private Healthcare Insurance (Employee only), remote GP access, 24/7 Employee Assistance Programme (including counselling and legal advice), and eyecare vouchers
- Colleague benefits booklet offering discounts and promotions
- Family-friendly policies
Your Impact
- Be a Strategic Partner: Work closely with Commercial Finance and business teams (Land & Build, Sales & Marketing) to deliver insight, influence direction, and drive better outcomes.
- Deliver Decision Support: Provide timely, accurate reporting and variance analysis that enables smart decision-making and investment planning.
- Optimise Performance: Interpret key metrics, monitor performance, and identify gaps to forecast—offering practical solutions to close them.
- Automate and Innovate: Develop standardised, automated reporting tools that make complex information clear, accessible, and actionable.
- Support Business Growth: Evaluate commercial opportunities and model scenarios that support both operational and strategic objectives.
Your Attributes
You will bring:
- A professional qualification (CIMA, ACCA, ICAEW or equivalent)
- Proven experience in financial modelling, analysis, and business partnering
- Excellent communication skills—you simplify the complex and influence with confidence
- Experience in the construction or property industry (desirable but not essential)
About Us
As the UK’s leading developer and manager of retirement communities, we provide high quality homes to exacting specifications. As of July 2026, McCarthy Stone operates over 545 developments across the UK for more than 25,000 people.
We believe in championing the role, wellbeing, and happiness of older people in society. We help our customers have a better later life, so they feel more connected, recognised, and valued than ever. In late 2020 we launched the McCarthy Stone Charitable Foundation to support local causes that help older people in need across Britain.
We are proud to have been certified as a Great Place to Work 2025 as well as making the Great Place to Work Wellbeing list!
If this sounds like the role for you, and you’re excited about the opportunity to drive digital excellence, you can find more information and the full job description on our Careers Webpage.
At McCarthy Stone, we celebrate diversity and promote equality and inclusion amongst our colleagues. We welcome applications from all, regardless of personal characteristics or background.
All applications will be reviewed as soon as they are received, and we hold the right to appoint before the closing date.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance, Accounting/Auditing, and Analyst
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Industries
Construction and Real Estate
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Financial Analyst employer: McCarthy Stone
Contact Detail:
McCarthy Stone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst
✨Tip Number 1
Familiarise yourself with McCarthy Stone's business model and values. Understanding how they operate in the retirement community sector will help you tailor your insights and demonstrate your alignment with their mission during discussions.
✨Tip Number 2
Brush up on your financial modelling skills, especially in Excel. Being able to showcase your ability to create complex models and automate reporting processes will set you apart as a candidate who can deliver actionable insights.
✨Tip Number 3
Prepare to discuss how you've previously influenced business decisions through data analysis. Have specific examples ready that highlight your ability to communicate complex information clearly to non-financial stakeholders.
✨Tip Number 4
Network with current or former employees of McCarthy Stone if possible. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage in your conversations during the application process.
We think you need these skills to ace Financial Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications (CIMA, ACCA, ICAEW) and relevant experience in financial modelling and analysis. Use specific examples that demonstrate your ability to turn data into actionable insights.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the role and how your skills align with McCarthy Stone's mission. Mention your experience in collaborating with stakeholders and your proactive approach to problem-solving.
Showcase Communication Skills: Since effective communication is key for this role, include examples of how you've simplified complex financial information for non-finance stakeholders. This will demonstrate your ability to be a trusted advisor.
Highlight Adaptability: Mention instances where you've successfully managed shifting priorities or collaborated across functions in a fast-paced environment. This will show that you can thrive in McCarthy Stone's dynamic setting.
How to prepare for a job interview at McCarthy Stone
✨Understand the Role
Before your interview, make sure you thoroughly understand the Financial Analyst role and its responsibilities. Familiarise yourself with how financial modelling, variance analysis, and reporting contribute to business strategy and performance.
✨Prepare Your Examples
Be ready to discuss specific examples from your past experience where you've turned data into actionable insights. Highlight instances where your analysis influenced decision-making or improved performance, especially in a commercial context.
✨Communicate Clearly
Practice explaining complex financial concepts in simple terms. Since you'll be presenting insights to non-finance stakeholders, demonstrating your ability to communicate effectively will be crucial during the interview.
✨Show Your Proactive Mindset
Emphasise your proactive approach to identifying trends and opportunities. Be prepared to discuss how you've challenged assumptions in the past and how you plan to bring that mindset to McCarthy Stone.
