Financial Analyst - Accounting & Advisory

• Prepare and maintain P&Ls, balance sheets, cash flow statements, and other financial reports across multiple client accounts.

• Prepare recurring monthly financial and management reporting packs using established templates and processes.

• Review and organize financial information to ensure accuracy, completeness, and consistency.

• Analyze financial performance and identify relevant trends, movements, discrepancies, and areas requiring attention.

• Support the financial back-office requirements of non-finance businesses across different industries.

• Maintain well-organized financial information and supporting documentation across client accounts.

• Learn and work with client-specific accounting systems, processes, and proprietary software where required.

• Prepare and maintain straightforward financial forecasts and projections.

• Support cash flow planning and other forward-looking financial analysis.

• Analyze historical and current financial performance to help inform business decisions.

• Assist with financial analysis relating to commercial credit, loan financing, and other business requirements where needed.

• Translate financial data into clear and structured information for senior team members.

• Flag unusual movements, inconsistencies, or areas that warrant further investigation.

The modeling requirements for this role are relatively straightforward. You won't be expected to build complex valuation or transaction models; the emphasis is on strong financial fundamentals, accurate reporting, practical forecasting, and understanding what the numbers mean for the business .

• Prepare financial information and analysis used by senior team members in client-facing strategic advisory work.

• Conduct business, financial, market, or industry research where required for client assignments.

• Gather and structure information needed to support strategic recommendations.

• Help turn financial and research findings into clear reports, presentations, and other client-facing materials.

• Support senior team members with ad hoc analysis for different business challenges and opportunities.

• Develop an understanding of each client's business model, operations, and commercial environment rather than looking at financial information in isolation.

• Work across multiple client accounts and adapt to different industries, business models, and reporting requirements.

• Support project coordination, documentation, and follow-up across advisory engagements.

• Manage recurring deliverables and ensure financial information is prepared accurately and on time.

• Assist with broader analytical and administrative requirements connected to client projects.

• Take increasing ownership of client work as your understanding and capabilities develop.

• Ideally

in financial analysis, accounting, FP&A, management reporting, corporate services, or a similar finance-focused environment. However, practical capability is more important to us than a specific number of years.

• Academic background in Finance, Accounting, Economics, Business, or a related field.

• Strong understanding of

and how they work together.

• Hands-on experience preparing and analyzing financial reports and management information.

• Comfortable preparing straightforward forecasts and financial projections.

• Strong numerical, analytical, and problem-solving skills.

• Strong spreadsheet skills and confidence working with financial data.

• Excellent attention to detail and commitment to accuracy.

• Ability to identify trends, inconsistencies, and relevant insights from financial information.

• Ability to work across multiple clients, assignments, and deadlines.

• Strong organizational skills and ability to learn new systems and processes quickly.

• Strong written and verbal English communication skills.

• Ability to work independently, take ownership of deliverables, and recognize when issues need to be escalated.

• Experience in

.

• Experience supporting multiple external client accounts.

• Experience working with SMEs or service-based businesses.

• Exposure to healthcare, medical, dental, government, or other professional-services clients.

• Understanding of commercial lending, loan financing, or credit analysis.

• Experience preparing management reports and financial projections.

• Previous exposure to strategic advisory or consulting projects.

• Experience conducting business, market, or industry research.

• Experience managing or supporting financial back-office operations for non-finance businesses.

• Experience working across multiple industries.

• Gain exposure to the financial operations and strategic challenges of multiple businesses and industries.

• Work closely with experienced professionals on real-world client advisory engagements.

• Build experience beyond traditional accounting or financial reporting into research and strategic advisory.

• Take meaningful ownership of client work rather than being limited to one narrow finance function.

• Develop a broader understanding of how financial information supports business strategy and decision-making.

• Opportunity to grow into greater advisory and project responsibilities over time.

• Join a fully remote team with a long-term opportunity for professional development.

• Practical Financial Assessment for Finalists

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