Senior Finance Analyst

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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.

Job Description

What will you be doing ?

We are looking for an experienced Senior Finance Analyst to join our Management Accounting team in London. Your role will be split between the Management accounts Revenue and Cost teams giving you a broad knowledge of the business.

The revenue side of your role will focus on revenue reporting from client systems, reconciliations, and audit, whereas, on the cost side of the role, you will be involved in month end cost analysis including budgeting and forecasting and be involved in monthly management reporting.

As a Senior Finance Analyst, your responsibilities will include among others

• Liaising with heads of departments regarding their management accounts (reporting/analysis) and consolidating group management information for distribution to stakeholders.
• Preparing respective monthly balance sheets reconciliations and analysing and interpreting management accounts performance via monthly reporting.
• Working with other teams within Finance who provide source information, to seek further efficiencies in current processes and ensuring that data is recorded accurately.
• Extracting revenue data from source systems to collate/review and post revenue.
• Supporting the Audit cycles by updating reconciliations for control frameworks, creating files provided to auditors, locating agreements/reports from client systems, and following up on documentation requests with other areas of the business.
• Contributing to the review of team tasks, identifying improvements with a view to building efficient processes. Participating in, and contributing to, any ad-hoc project-related work where necessary.
• Supporting and providing cover for other members of the team and wider department as and when required.

Qualifications

To be successful in this role, you should

• Be a qualified Accountant and member of - ACCA/CIMA.
• Significant experience in dealing with management accounts month end cycle, audit, and reconciliations.
• Excellent skills in managing relationships with senior stakeholders across firm and working collaboratively in a team.
• Ability to review processes and able to improve them if necessary.

Desired

• Experience working with TM system

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

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.