Data Analyst

Finex Advisory | Financial & Strategic Advisory Firm

About Finex Advisory

Finex Advisory partners with ambitious, high-performing businesses — from family-owned companies to venture and private equity-backed firms.

We provide CFO advisory services, helping founders plan, prepare, and realise value at every stage of their business journey.

The Role

We’re looking for a Data Analyst with strong financial analysis and dashboarding skills to support our advisory projects.

You’ll work closely with our partners to produce high-quality insights, management account dashboards, and financial reports that drive real decision-making.

This is a project-based, remote position with flexible hours (up to ~20 hours per week). It’s ideal for an analytically minded individual who’s confident turning complex data into clear, actionable insights.

Key Responsibilities

• Develop and maintain interactive dashboards in Power BI and Excel.
• Prepare and present management accounts, including P&L statements and financial summaries.
• Support financial modelling and KPI tracking across multiple client projects.
• Ensure accuracy, consistency, and clarity in all analysis and visualisations.

About You

• 1–2 years of experience in a data, finance, or analyst role.
• Proven proficiency in Excel (dashboards, pivot tables, formulas, automation).
• Experience with management accounts and P&L preparation preferred.
• Comfortable working independently and remotely.
• Excellent written and spoken English communication.
• Ideally, exposure to financial services or professional services environments.

What We Offer

• Remote, flexible, project-based work (approx. 20 hours per week).
• Competitive pay, depending on experience and project scope.
• Opportunity to collaborate directly with senior partners on high-impact client work.
• Long-term potential for continued engagement as Finex Advisory expands.

How to Apply

If you’re detail-oriented, analytical, and ready to deliver meaningful insights that drive financial performance, we’d love to hear from you.

Apply via LinkedIn or send your CV and a short cover note to tom.halstead@finexadvisory.com

Seniority level

Entry level

Employment type

Contract

Job function

Information Technology

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