Senior Financial Analyst - 6 Month

Company Description

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

Qualifications

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

Additional Information

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