At a Glance
- Tasks: Produce and present financial reports while collaborating with various departments.
- Company: Established investment management firm with a strong track record.
- Benefits: Competitive salary, study support for accountancy qualifications, and hybrid work options.
- Why this job: Join a dynamic team and make a real impact on financial performance.
- Qualifications: Studying towards an accountancy qualification with strong communication skills.
- Other info: Inclusive workplace committed to diversity and career growth.
The predicted salary is between 30000 - 45000 £ per year.
We are collaborating with an established investment management firm that is seeking a Financial Analyst to join its team. The firm has an excellent history of successful investing and numerous exciting changes planned for the upcoming year.
Reporting into the Senior Finance Business Partner, you will be producing and presenting MI packs, supporting the business in the delivery of its objectives, with the aim of improving financial performance, and preparing the annual budgeting cycle.
They are looking for a collaborative, energetic individual, who is comfortable with communicating with Senior Stakeholders. They will be offering study support to continue your development in becoming a Chartered Accountant.
Your role:
- Producing and presenting of monthly MI packs across respective business areas.
- Working with department heads and budget holders to prepare mid-year forecasts and annual budgets.
- Identify cost-saving opportunities to help improve financial performance.
- Collaborate within other areas of the Finance department to strengthen the delivery of information.
- Studying towards an accountancy qualification (ACA, ACCA, CIMA).
- Experience in a similar role is desirable, and experience with cost management is preferred.
- Great inter-personal skills for communicating with team members and stakeholders.
If you have relevant experience, fit the above criteria, and are looking for an exciting, rewarding, and challenging role, please apply today by sending an updated copy of your CV.
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
We will be reviewing CVs throughout the process so please apply as soon as you are able to. We are committed to ensuring the entire process is inclusive and accessible for all candidates who fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process.
Financial Analyst employer: Trace – Expert Accountancy Recruitment
Contact Detail:
Trace – Expert Accountancy Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for informational interviews. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their financial performance, recent news, and their culture. We want you to walk in feeling confident and ready to impress!
✨Tip Number 3
Practice your presentation skills! As a Financial Analyst, you’ll need to present MI packs and forecasts. We suggest doing mock presentations with friends or family to get comfortable speaking about your work.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always on the lookout for passionate candidates who fit the bill, so make sure you put your best foot forward!
We think you need these skills to ace Financial Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Analyst role. Highlight relevant experience, especially in producing MI packs and working with budgets. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills: Since you'll be interacting with Senior Stakeholders, it's crucial to demonstrate your communication skills. Use examples in your application that show how you've effectively collaborated with others in the past.
Highlight Your Qualifications: If you're studying towards an accountancy qualification like ACA, ACCA, or CIMA, make sure to mention it! We value continuous development and want to know how you're progressing in your studies.
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 out on any updates. Plus, we love seeing your enthusiasm right from the start!
How to prepare for a job interview at Trace – Expert Accountancy Recruitment
✨Know Your Numbers
As a Financial Analyst, you'll be expected to handle data like a pro. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions in your previous roles. This shows you’re not just familiar with numbers, but you can also interpret them effectively.
✨Showcase Your Communication Skills
Since the role involves collaborating with senior stakeholders, practice articulating complex financial concepts in simple terms. Prepare examples of how you've successfully communicated financial information to non-financial colleagues. This will demonstrate your ability to bridge the gap between finance and other departments.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific financial scenarios, such as identifying cost-saving opportunities or preparing budgets. Think through past experiences where you’ve tackled similar challenges and be ready to share your thought process and outcomes.
✨Research the Company’s Financial Performance
Before the interview, take some time to research the investment management firm’s recent performance and any news related to their financial strategies. This knowledge will not only impress your interviewers but also help you tailor your answers to align with their goals and objectives.