Job Title:
Senior Finance Analyst



Location:
City of London (Hybrid)



Salary:
£60,000 - £65,000 + Benefits

About the Role:

Found-U Recruitment is partnering with a leading investment firm based in the City of London to recruit a Senior Finance Analyst. This hybrid, full-time position offers an exceptional opportunity for a qualified accountant or a strong finalist to take a hands-on role in financial reporting, business partnering, and supporting the investment team. If you're an experienced finance professional with a solid grasp of debt and equity investments, and a background in a dynamic setting like startups, SMEs, or innovation-focused firms, this could be your next exciting career step.

Role Overview:

As the Senior Finance Analyst, you will be responsible for the preparation and delivery of full management packs and management accounts, as well as playing a pivotal role in budgeting, forecasting, and portfolio financial planning. The role requires close collaboration with senior stakeholders and the investment team, providing exposure to commercial decision-making and a chance to drive impact within a fast-growing investment environment.

Key

Responsibilities:


- Financial Reporting: Prepare and deliver accurate, comprehensive management packs and management accounts, including monthly reporting, variance analysis, and reconciliations.

- Investment & Donor Reporting: Assist with donor/LP reporting and provide financial insights to support portfolio management and investment decision-making.

- Commercial Finance: Collaborate closely with the investment team on financial analysis, loan servicing, and evaluating investment costs and value.

- Compliance & Audit Support: Oversee the accounts payable ledger, handle monthly journal entries, and ensure that all accruals and prepayments are recorded accurately. Manage the year-end audit process and liaise with external auditors.

- Operational Oversight: Oversee day-to-day financial operations, supervise the Junior Management Accountant, and ensure the accuracy of entries, timelines, and deadlines.

- Budgeting & Forecasting: Play a key role in financial planning, liquidity management, and strategic business planning.

Core Functions of the Role:

1. Daily Financial Management: Oversee daily operations, supervise junior team members, and ensure efficient workflows and accurate reporting to support overall business operations.

2. Compliance & Control: Ensure regulatory compliance, manage audit processes, control costs, and review management accounts to maintain accuracy and transparency in financial records.

3. Business Partnering: Engage in forecasting and budgeting activities, working with the investment team to align financial strategies with business objectives.

4. Project & Operations Support: Partner with the Operations Manager to enhance systems and support various departments, including data, legal, and compliance, to ensure operational efficiency.

What We’re Looking For:

- Qualifications: Fully qualified/Strong finalist ACA, ACCA, or CIMA accountant.

- Experience: 3-5 years of experience in preparing management accounts and financial reporting, ideally within investment, asset management, or similar sectors.

- Skills: Solid understanding of debt and equity investments, experience in a similar structural setting (e.g., startup or SME), and proficiency in Excel and accounting software (Xero experience is a plus).

- Attributes: Detail-oriented, strong analytical skills, and the ability to work under pressure. A collaborative communicator with a proven ability to work effectively across teams.

- Mindset: Ability to switch between detailed compliance tasks and strategic, high-level responsibilities, blending the roles of a controller and business partner.

What’s On Offer:

- Competitive salary range of £60,000 - £65,000, based on experience.

- Hybrid work environment, providing flexibility between home and office.

- Comprehensive benefits package, including private health insurance, pension, gym allowance, and phone allowance.

- Career development within a growth-oriented investment firm, with significant opportunities for progression.

This is a highly commercial role that offers the chance to make a real impact. If you're passionate about supporting growth and eager to bring financial expertise to a dynamic investment team, apply now to join this forward-thinking organization!