Finance and Business Operations Analyst
Central London – on-site
Permanent
£55,000 - £65,000 + bonus & benefits
Overview
We are working with an established and highly regarded independent financial advisory firm with an international client base. The firm operates in a fast-paced, professional environment, advising some of the leading businesses and financial investors in the market.
They are looking to appoint a commercially minded and analytical Finance and Business Operations Analyst to work closely with the COO, supporting the effective running of the business.
The role combines business performance analysis, financial oversight and operational management, with responsibility for management reporting, budgets, oversight of external accountants, supplier contracts, office leases and IT service providers.
Responsibilities.
- Analyse financial and business performance, providing reporting, insights and recommendations to the COO.
- Develop and maintain KPI dashboards and management reports, extracting and analysing financial and commercial data, particularly from the CRM.
- Coordinate budgets and forecasts, providing analysis of variances and performance drivers.
- Oversee revenue reporting, fee schedules, invoicing and financial processes.
- Lead the relationship with external accountants, reviewing management accounts, bookkeeping and financial reporting, and coordinating audits, year-end accounts, tax returns and relevant FCA reporting.
- Oversee cash management, payments and financial controls.
- Manage procurement exercises, supplier selection, contract negotiations and ongoing supplier relationships.
- Maintain the contract register, monitoring costs, obligations, renewals and key deadlines.
- Oversee office leases, break clauses, renewals and related property matters.
- Manage the relationship with the outsourced IT managed service provider, monitoring contractual terms, costs, service levels and performance.
- Coordinate IT support, projects, renewals and supplier relationships.
- Maintain IT asset and software license records.
Profile:
- A minimum of 3–5 years' experience in a business analysis, finance, business operations or commercial analyst role, ideally within a financial or professional services environment.
- Experience producing management information, financial and business performance reports, KPI dashboards and analysing data to identify trends and insights.
- Good knowledge of CRM systems and how to extract and analyse business information and data.
- Advanced Excel skills are essential; CRM and business intelligence tools experience would be highly advantageous.
- Sound financial knowledge, including budgeting, forecasting, revenue accounting and management accounts, with the ability to review and challenge outsourced accounting work.
- Ability to manage relationships with external accountants, professional advisers and other suppliers.
- Experience managing supplier contracts, procurement or other operational responsibilities.
- Strong communication skills and confidence dealing with senior stakeholders and external providers.
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REF: JL227092