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- Tasks: Lead financial modelling and investment analysis to support strategic decisions.
- Company: Top-tier financial services organisation with a dynamic work culture.
- Benefits: Up to £90,000 salary, discretionary bonus, and competitive benefits.
- Other info: Hybrid working model with opportunities for professional growth.
- Why this job: Shape financial insights for senior leadership and make impactful decisions.
- Qualifications: Strong financial services background and advanced Excel modelling skills.
The predicted salary is between 90000 - 90000 £ per year.
A leading organisation within the financial services sector is seeking a highly analytical and commercially minded Lead Finance Analyst to join its finance function. This is a senior individual contributor role focused on financial modelling, investment analysis, and strategic decision support. The successful candidate will play a key role in shaping financial insight for senior leadership, including board-level discussions, through robust modelling, scenario analysis, and real-time financial evaluation.
The role is ideal for someone who thrives in complex data environments, enjoys building and interrogating models, and has a natural curiosity for understanding what drives financial performance and investment outcomes.
Role Purpose
The Lead Finance Analyst will support strategic decision-making by developing, maintaining, and enhancing advanced financial models and analytical tools. The role will focus on investment appraisal, forecasting, and performance analysis across portfolios and business activities. A key aspect of the role is the ability to present live financial analysis in Excel during senior meetings, enabling real-time scenario testing and dynamic evaluation of business decisions.
Key Responsibilities
- Develop and maintain advanced financial models across P&L, balance sheet, and cash flow frameworks.
- Build and enhance investment appraisal models, including discounted cash flow (DCF) analysis and scenario testing.
- Support senior leadership discussions by presenting live Excel-based analysis and adjusting assumptions in real time.
- Analyse portfolio performance and identify key financial and operational drivers impacting returns.
- Evaluate investment opportunities and provide clear, data-driven recommendations.
- Design and maintain forecasting models and tools to support planning cycles.
- Apply sensitivity analysis and scenario modelling to assess risk and return outcomes.
- Provide clear, structured insight into financial performance, trends, and variances.
- Support the development and refinement of financial planning and forecasting tools.
- Continuously challenge assumptions, improve models, and identify better ways of analysing financial performance.
- Work closely with senior stakeholders to support strategic and investment decisions.
Key Skills & Experience
- Strong background in financial services (banking, insurance, lending, investment or related sectors).
- Advanced financial modelling experience (Excel essential).
- Experience with forecasting, budgeting, and long-range financial planning.
- Strong understanding of discounted cash flow (DCF) and investment appraisal techniques.
- Experience analysing P&L, balance sheet, and cash flow information.
- Exposure to investment analysis or portfolio performance analysis.
- Experience working with forecasting tools (e.g. TM1, Anaplan, Adaptive, or similar) desirable.
- Strong analytical mindset with a curiosity for testing assumptions and improving models.
- Ability to present complex financial information clearly to senior stakeholders.
- Comfortable working in fast-paced, data-rich environments.
Personal Attributes
- Highly analytical with strong attention to detail.
- Naturally curious and comfortable challenging assumptions.
- Strong communicator with the ability to translate data into insight.
- Commercially aware with a focus on improving financial outcomes.
- Confident working independently and in senior stakeholder environments.
- Enjoys solving complex financial problems through modelling and analysis.
Package
- Salary up to £90,000.
- Discretionary annual bonus.
- Competitive benefits package.
- Hybrid working: 3 days in London office, 2 days remote.
Senior Financial Planning and Analysis Analyst employer: Morson Edge
Contact Detail:
Morson Edge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning and Analysis Analyst
✨Network Like a Pro
Get out there and connect with people in the financial services sector. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals for informational chats. You never know who might have the inside scoop on job openings!
✨Show Off Your Skills
When you land an interview, be ready to demonstrate your financial modelling prowess. Bring examples of your work or be prepared to discuss how you've tackled complex data challenges in the past. This is your chance to shine and show them what you can bring to the table!
✨Tailor Your Approach
Make sure to tailor your discussions and presentations to the specific needs of the company. Research their recent projects or challenges and think about how your skills can help them succeed. This shows that you’re not just another candidate; you’re genuinely interested in their success.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job together!
We think you need these skills to ace Senior Financial Planning and Analysis Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your financial modelling and analytical skills. We want to see how your experience aligns with the key responsibilities of the Lead Finance Analyst role, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've tackled complex financial problems and supported strategic decisions in the past.
Showcase Your Analytical Mindset: In your application, emphasise your strong analytical skills and curiosity. We love candidates who challenge assumptions and improve models, so share any relevant experiences that demonstrate this mindset.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Morson Edge
✨Master Your Financial Models
Before the interview, brush up on your financial modelling skills. Be prepared to discuss your experience with advanced models, especially in Excel. Practise explaining your thought process behind building and enhancing these models, as you'll likely need to demonstrate your analytical prowess.
✨Know Your Investment Appraisal Techniques
Familiarise yourself with discounted cash flow (DCF) analysis and other investment appraisal methods. Be ready to provide examples of how you've applied these techniques in previous roles. This will show that you can contribute effectively to investment discussions and decision-making.
✨Prepare for Live Analysis Scenarios
Since presenting live financial analysis is a key part of the role, practise doing this in mock interviews or with friends. Get comfortable adjusting assumptions in real-time and explaining your reasoning clearly. This will help you stand out during the interview when asked to showcase your analytical skills.
✨Engage with Senior Stakeholders
Think about your past experiences working with senior leadership. Prepare to discuss how you've communicated complex financial information to non-financial stakeholders. Highlight your ability to translate data into actionable insights, as this is crucial for the role.