Financial Analyst

Job summary:

This is a new role. The team has doubled in size over the past year. Good fit for someone with a few years in FP&A or public accounting who wants to see more of how the business runs. This is an Excel-heavy role. We also use Adaptive Planning and Power BI. Remote within the UK. We meet in person once or twice a year.

Job duties:

• Pull data from NetSuite, Salesforce and the data warehouse.
• Improve forecasting processes and cut manual steps out of the model.
• Prepare monthly variance analysis against budget and prior year.
• Develop dashboards in Power BI or Tableau for leadership.
• Build and maintain the annual budget and quarterly forecast models.
• Update KPIs such as gross margin, CAC and revenue per employee.

Minimum qualifications:

• 3+ years of FP&A, corporate finance or public accounting experience.
• Strong attention to detail in large models.
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models.
• Familiar with an ERP such as NetSuite, SAP or Oracle.
• Comfortable presenting to non-finance managers.
• Experience building budgets and forecasts.

Benefits:

Compensation: £41,000 to £53,000 pa

• Pension scheme with 5% employer contribution.
• 28 days annual leave including bank holidays.
• 25 days holiday plus bank holidays.
• Employee assistance programme.
• Flexible working hours.

Who we are:

Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Cook Wealth Partners is an independent wealth management firm advising families, business owners and retirees.

We are a Disability Confident employer.

Please send your CV. A cover letter is welcome but not required.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Cook Wealth Partners.