Finance Analyst - 6 Month FTC
Core
Support the Finance Business Partner and FP&A team in delivering financial reporting, data consolidation, and integration activities for Evelyn Partners' businesses.
Role type
Finance Analyst (FP&A)
Builds
Weekly AUMA reporting, rolling forecast templates, and enhanced performance management information (MI) for executive leadership.
Domain
Wealth management / Financial services
Deliverable
dashboards & analysis
Required skills
Financial modeling, strategic analysis, performance metrics interpretation, commercial acumen, financial process knowledge, data consolidation, business plan assessment, documentation drafting, multi-tasking, working under pressure
Preferred skills
Integration/transactions experience, ACA/CIMA/ACCA qualification (via careerplan.io/jobs/744000153762259-finance-analyst-6-month-ftc-at-evelyn-partners)
Technologies
FP&A tools, reporting templates, data consolidation systems
Responsibilities
Translate financial drivers into actionable insights for executives, consolidate financials into rolling forecasts, support integration activities including tracking synergies and attrition, assist business contacts with ad-hoc financial analysis, update pack materials for budgets and forecasts.
Seniority
Individual Contributor, mid-level