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Financial Analyst

£40,000 - £50,000


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Halliday Marx are partnering exclusively with an exciting, rapidly expanding Financial Services company to recruit a new Finance Analyst.

The permanent role, reporting to the Head of FP&A, is based in their City of London HQ, and is perfect for a strong Analyst with excellent Tableau skills.


  • Ownership of Finance’s Tableau data
  • Ownership of running, building and maintaining repository of Tableau reports, dashboards, filters and exceptions
  • Assist with management of other Finance data
  • Prepare financial analysis for management (daily/weekly/monthly/annually) Prior month collation and analysis of revenue, costs, client, and firm performance
  • Assisting with the preparation of the budget, forecasts, and reporting
  • Prepare reports for management review
  • Prepare KPIs
  • Assist Head of FP&A with preparation of financial information
  • Analysis of client and firm performance
  • Ad hoc financial analysis as required

You will have:

  • Advanced Tableau skills essential
  • Good prior experience in business partnering and/or FP&A
  • Financial Services experience (preferably)
  • Superb data skills and understanding / ability to manipulate large datasets for analysis

You will be:

  • Part-Qualified or Qualified or even Qualified by Experience. Frankly a stopped studier or someone that has never studied would also be considered
  • Enthusiastic, confident and self-motivated
  • Confident when presenting to the board
  • Good with P&L, balance Sheets, forecasting and cash flow