Finance Analyst
Meet Our Recruiter
About the Role
Harper May is working with a well-established financial services firm, founded over two decades ago and now part of a larger group structure. The business manages substantial assets across multiple business lines and operates in a heavily regulated environment where accuracy and rigour are non-negotiable. Following a period of operational expansion, the finance function is now looking to strengthen its analytical capability. They are seeking a Finance Analyst to build deeper insight into business performance, support strategic planning, and provide stakeholders with reliable financial intelligence.
The Role
Reporting to the Finance Manager, you will produce analysis and reporting that directly inform operational and investment decisions. The position combines core reporting duties with analytical projects, offering visibility across different business lines and exposure to planning cycles. You will work within a control-focused environment where consistency and transparency are valued.
- Prepare monthly and quarterly management accounts with clear explanation of variances and trends
- Support the annual budget and rolling forecast process, including consolidation and scenario modelling
- Analyse financial and operational metrics to identify drivers of performance across business segments
- Build and maintain financial models for business cases, pricing analysis, and what-if scenarios
- Contribute to management reporting and board-level pack preparation
- Work with internal stakeholders to clarify requirements and translate financial data into actionable insight
- Support period-end closing procedures and balance sheet reconciliation
What we are looking for
- ACA, ACCA, or CIMA qualified (or equivalent experience demonstrating strong financial knowledge)
- Experience in financial services, insurance, investment, or another regulated sector
- Proficiency in Excel, including pivot tables, vlookup, and formula-building; exposure to financial planning tools an advantage
- Ability to analyse data logically, spot inconsistencies, and present findings clearly to both finance and non-finance audiences
- Organised, deadline-driven approach with attention to detail and a commercial mindset