Financial Analyst

• Review and verify subcontractor and supplier invoices for accuracy, coding, and authorisation before payment
• Match invoices to job records and flag discrepancies or unexplained cost variances
• Maintain a real-time view of committed costs and actual spend per job/claim
• Prepare and submit invoices to insurer clients within the agreed payment window
• Produce monthly profit and loss accounts and rolling cash flow forecasts
• Prepare weekly aged debtor and aged creditor summaries
• Provide cost-per-claim analysis to help directors understand profitability by job type
• Proactively highlight financial risks or anomalies
• Maintain accurate records in line with HMRC and Companies House requirements
• Support year-end processes and liaise with external accountants as required
• Ensure financial processes comply with GDPR and company data handling policies
• Recommend improvements to financial processes and controls
• Establish a recurring monthly reporting pack covering P&L, cash flow, and aged debtors/creditors
• Implement a job-level cost tracking process
• Identify process improvements that could reduce financial risk

• Bachelor’s degree in Accounting, Finance, or a related field
• 3–5 years’ experience in a financial analyst or management accountant role
• Strong experience with financial modelling, budgeting, and forecasting
• Advanced Excel skills including pivot tables, lookups, and complex formulas
• Solid understanding of P&L, balance sheet, and cash flow statements
• Practical experience supporting month-end close processes
• Strong understanding of job costing or project-based accounting
• Excellent written and verbal communication skills
• Ability to work independently with minimal supervision
• Excellent attention to detail and strong organisational skills
• Comfortable in a fast-moving, growing business where processes are still being built
• Professional qualification: CMA (Certified Management Accountant), CPA, CIMA, ACCA, or equivalent is desirable
• Experience in the insurance, construction, remediation, or property services sector is desirable
• Familiarity with cloud-based accounting software (Xero, QuickBooks, or similar) is desirable
• Experience supporting a business through rapid growth or operational change is desirable
• Previous experience as a fractional or portfolio finance professional is desirable