Finance Analyst

Harper May is working with a London-based financial services firm that manages assets across multiple investment mandates. The business has grown steadily over the past three years and is now expanding its internal finance function to strengthen real-time visibility and analytical rigour across the investment and operations divisions. They are now seeking a Finance Analyst to build out reporting capability and provide data-driven insight to senior stakeholders.

The Role

Reporting to the Finance Manager, you will own the preparation and analysis of monthly financial statements, support strategic planning cycles, and deliver ad-hoc analysis on operational and commercial performance. The role sits within a lean finance team and offers genuine exposure to the full finance cycle, working in an environment where accuracy and evidence matter.

Key Responsibilities

Prepare monthly management accounts with detailed commentary on variances and trends

Support annual budget and quarterly reforecasting processes

Build and maintain financial models to test scenarios and forecast cash flow

Analyse departmental P&Ls, costs, and key performance metrics to support commercial decisions

Assist with year-end close procedures and external audit support

Develop spreadsheet-based tools and dashboards to improve reporting efficiency

Liaise with operational teams to gather data and explain financial outcomes

What we are looking for

ACA, ACCA, or CIMA qualified, or equivalent finance qualification with practical accounting experience

Prior experience in financial services, investment management, or a compliance-heavy sector

Strong technical Excel skills, including pivot tables, VLOOKUP, and multi-sheet modelling

Ability to extract data from financial systems and produce clear, structured reports

Methodical approach to problem-solving with a focus on accuracy and timeliness

Clear communicator who can explain financial outcomes to both finance and non-finance audiences