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- Tasks: Build and own integrated financial models while engaging directly with clients.
- Company: Join SJ Finance Services, a dynamic consultancy in the finance sector.
- Benefits: Competitive salary, performance bonus, pension contribution, and flexible hours.
- Other info: Hybrid or remote work options available, with excellent career growth opportunities.
- Why this job: Make a real impact in finance with direct client exposure and technical development.
- Qualifications: Experience in financial modelling and strong Excel skills required.
The predicted salary is between 45000 - 65000 £ per year.
SJ Finance Services is an independent financial modelling and FP&A consultancy working with PE-backed businesses, professional services firms, and other SMEs in the lower mid market. Small team, high-quality technical work, direct client exposure from day one.
You’ll be building and owning integrated three-statement financial models, working directly with the MD and engaging with clients across multiple sectors. One week you might be building a consolidation model across nine SPVs with live Xero feeds; the next, running sensitivity scenarios for a covenant reporting pack or stress-testing a five-year forecast for a funding round.
- Build and maintain integrated three-statement models (P&L, balance sheet, cash flow) that balance under stress.
- Write dynamic array formulas and LAMBDA functions to keep models scalable.
- Use Power Query to pull live data from Xero, QuickBooks, and other sources.
- Run scenario and sensitivity analysis for funding submissions, covenant reporting, and board packs.
- Review and improve existing client models.
- Join client calls, manage your own delivery, and gradually take ownership of relationships.
- Contribute to Flow, our Power Query-based Xero-Excel connector.
Requirements:
- Solid grasp of double-entry bookkeeping.
- Demonstrable experience building three-statement models that genuinely balance.
- Strong Excel: dynamic arrays (LET, LAMBDA, BYCOL, MAP, SCAN, REDUCE) and Power Query.
- Confident dealing with clients directly.
- Right to work in the UK.
- Part-qualified or qualified accountant (ACA, ACCA, CIMA, or working towards).
- Experience with Xero, QuickBooks, or similar cloud accounting platforms.
- Background in PE-backed businesses, consultancy, or M&A advisory.
- Familiarity with Office Scripts, Power Automate.
- Experience preparing models for bank, PE, or debt funding submissions.
Location: Based on the Wirral, with regular work in Liverpool. Hybrid is ideal if you’re local. Fully remote also works if you’re UK-based and can travel for client meetings when needed.
Salary: £45,000 to £65,000 base depending on experience, plus performance-related bonus, pension contribution, genuine technical development at the sharp end of modern Excel, direct exposure to founders, FDs, and PE-backed leadership teams, flexible hours and trust to manage your own time.
Financial Modeller / FP&A Consultant employer: SJ Finance Services Limited
Contact Detail:
SJ Finance Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Modeller / FP&A Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with PE-backed businesses or in consultancy. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! If you’ve built impressive financial models or run complex analyses, create a portfolio or case studies to share during interviews. This will help us see your expertise in action.
✨Tip Number 3
Prepare for client interactions! Since this role involves direct client exposure, practice how you’d explain your modelling process and handle feedback. Confidence is key, so let’s nail that delivery!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Modeller / FP&A Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your financial modelling expertise and any relevant client-facing experience to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial modelling and FP&A. Share specific examples of your work with three-statement models and how you've contributed to client success in the past.
Show Off Your Technical Skills: We want to see your Excel prowess! Mention your experience with dynamic arrays, LAMBDA functions, and Power Query. If you’ve worked with Xero or QuickBooks, make sure to include that too!
Apply Through Our Website: For the best chance of getting noticed, apply directly through our website. It helps us keep track of applications and ensures you’re considered for this exciting opportunity with SJ Finance Services.
How to prepare for a job interview at SJ Finance Services Limited
✨Know Your Numbers
Make sure you brush up on your financial modelling skills before the interview. Be ready to discuss how you've built integrated three-statement models in the past, and be prepared to explain complex concepts like double-entry bookkeeping without breaking a sweat.
✨Excel Mastery is Key
Since this role requires strong Excel skills, practice using dynamic arrays and LAMBDA functions. You might even want to prepare a mini demo of a model you've worked on, showcasing your ability to use Power Query to pull live data from platforms like Xero or QuickBooks.
✨Client Interaction Prep
This position involves direct client exposure, so think about your past experiences dealing with clients. Prepare examples of how you've managed client relationships, run model walkthroughs, and handled feedback. Show that you can communicate complex information clearly and tactfully.
✨Scenario Analysis Savvy
Be ready to discuss your experience with scenario and sensitivity analysis. Think of specific instances where you've run these analyses for funding submissions or covenant reporting. This will demonstrate your practical knowledge and ability to handle real-world financial challenges.