Senior Financial Analyst - 6 Month FTC

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing ?

We are looking for an experienced Senior Financial Analyst to join our Management Accounting team in London on a 6 month FTC. You will be responsible for liaising closely with finance personnel and operational teams to ensure that information is recorded and presented accurately and within deadlines.

As a Senior Financial Analyst, your responsibilities will include among others:

Extracting revenue data from source systems to collate/review and post revenue and accruals

Reconciliation of revenue postings to cash received with timely follow up on anomalies

Updating reconciliations for control frameworks and files provided to auditors

Contributing to the collation of Revenue data for regulatory returns and Audit

Formatting large data sets into professional excel reports and providing commentary

Preparation of respective monthly balance sheets reconciliation

To be successful in this role, you should:

Qualified Accountant - ACCA/CIMA

Experience with month end reporting is desired

Demonstrable interest in financial services industry

Working knowledge of Microsoft Office packages: Minimum basic Word, advanced Excel & intermediate PowerPoint

Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences and an ability to work well in a team and comfortable to work individually

Demonstrate an ability to understand and summarise complex information in a professional and concise manner, high levels of accuracy and attention to detail with an ability to solve problems quickly

Desired:

Experience gained working in a management accounts team is desired

Experience within a financial services institution is advantageous but not essential

As a colleague here at Evelyn Partners you will have access to benefits that include:

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model (role dependant)

Generous holiday package

Option to purchase additional holiday

Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.