94 Investment Portfolios jobs in London
Financial Analyst
Posted 6 days ago
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Job Description
Financial Analyst
Harrow, London
60,000 - 70,000 DOE + Holidays + Progression + Autonomy + Expanding Company + Pension
Excellent opportunity for a Financial Analyst/Financial controller to join a rapidly growing business in West London, where you will play a key role from day one within the key data and financial elements of the business.
This company deals with a high volume of PPI and compensation claims, being able to provide results for clients that most claims companies struggle to achieve. They are a very exciting, dynamic and growing business and now require a Financial Analyst with management accounting experience to help them achieve their desired results and expansion plans.
In this role, you will be working with the CEO using your data knowledge to provide presentations, work with cash flows, data modelling and provide feedback on where the company can improve their efficiencies. You will use tools such as Power BI and advanced Excel and need to understand and provide support with the key company accounts.
The ideal candidate will be a strong and experienced Financial Analyst/Controller with excellent data analysis skills and a degree in a relevant field. Experience using Power BI and advanced excel is required. You will also need to have experience and skills in presentations, cash flows and data modelling.
This is an exciting role where you will have the opportunity to work within a company at the beginning of their planned expansion, allowing for future progression for the right candidate.
The Role:
Work directly with the CEO to analyse company data and provide actionable insights
Prepare presentations and reports to support decision-making
Manage and analyse cash flows, data models, and performance metrics
Identify opportunities to improve company efficiency and operations
Use tools such as Power BI and advanced Excel for reporting and analysis
Provide support and insight into key company accounts
The Person:
Experienced Financial Analyst or Controller with strong data analysis skills
Degree in Finance, Accounting, Economics, or a related field
Proficient in Power BI and advanced Excel
Skilled in preparing and delivering presentations to stakeholders
Strong knowledge of cash flow management and data modelling
Financial Analyst
Posted 9 days ago
Job Viewed
Job Description
We are looking for a Finance Analyst withHousing, capital or local government finance experience. This Finance Analystrole is hybridworking 3 days a week in Wembley and the remaining 2 days remlotely.
30 per hour inside IR35 via an umbrella company
36 hours a week
Hybrid - 3 days a week onsite in Wembly
3 months initially, extendable
Skills Required:
- Solid Financial Analysis experience within the housing, capital or local government space
- CCAB qualification desirable.
- Experience of providing financial support including such areas as the annual budget, monthly monitoring, statutory reporting, Tax and VAT and appraisals for new projects.
Financial Analyst
Posted 6 days ago
Job Viewed
Job Description
Financial Analyst
Harrow, London
60,000 - 70,000 DOE + Holidays + Progression + Autonomy + Expanding Company + Pension
Excellent opportunity for a Financial Analyst/Financial controller to join a rapidly growing business in West London, where you will play a key role from day one within the key data and financial elements of the business.
This company deals with a high volume of PPI and compensation claims, being able to provide results for clients that most claims companies struggle to achieve. They are a very exciting, dynamic and growing business and now require a Financial Analyst with management accounting experience to help them achieve their desired results and expansion plans.
In this role, you will be working with the CEO using your data knowledge to provide presentations, work with cash flows, data modelling and provide feedback on where the company can improve their efficiencies. You will use tools such as Power BI and advanced Excel and need to understand and provide support with the key company accounts.
The ideal candidate will be a strong and experienced Financial Analyst/Controller with excellent data analysis skills and a degree in a relevant field. Experience using Power BI and advanced excel is required. You will also need to have experience and skills in presentations, cash flows and data modelling.
This is an exciting role where you will have the opportunity to work within a company at the beginning of their planned expansion, allowing for future progression for the right candidate.
The Role:
Work directly with the CEO to analyse company data and provide actionable insights
Prepare presentations and reports to support decision-making
Manage and analyse cash flows, data models, and performance metrics
Identify opportunities to improve company efficiency and operations
Use tools such as Power BI and advanced Excel for reporting and analysis
Provide support and insight into key company accounts
The Person:
Experienced Financial Analyst or Controller with strong data analysis skills
Degree in Finance, Accounting, Economics, or a related field
Proficient in Power BI and advanced Excel
Skilled in preparing and delivering presentations to stakeholders
Strong knowledge of cash flow management and data modelling
Financial Analyst
Posted 9 days ago
Job Viewed
Job Description
We are looking for a Finance Analyst withHousing, capital or local government finance experience. This Finance Analystrole is hybridworking 3 days a week in Wembley and the remaining 2 days remlotely.
30 per hour inside IR35 via an umbrella company
36 hours a week
Hybrid - 3 days a week onsite in Wembly
3 months initially, extendable
Skills Required:
- Solid Financial Analysis experience within the housing, capital or local government space
- CCAB qualification desirable.
- Experience of providing financial support including such areas as the annual budget, monthly monitoring, statutory reporting, Tax and VAT and appraisals for new projects.
Financial Analyst
Posted 27 days ago
Job Viewed
Job Description
• Job Role : Financial Analyst
• ob Type : Permanent
• L cation : London, UK
• W rk Mode : Hybrid (2-3 days onsite in a week)
Job Description :
Tech Stack & Languages
• T ch Stack: Excel, SAP,
• Q ickBooks, Tableau, Bloomberg Terminal
• L nguages: Python, R, Excel VBA
Relevant Technologies & Tools
• F nancial Tools: Excel, Tableau, Bloomberg Terminal
• D ta Analysis: SQL, Python, Excel VBA
• F nancial Modeling: Forecasting, Investment Analysis, Econometrics
• C rtifications: CFA, FMVA, Certified Management Accountant (CMA)
Must-Have Qualifications
Financial modeling, CFA or FMVA certification, forecasting, SAP, Tableau
Nice-to-Have Qualifications
Econometrics, Python or R (for data analysis), CMA certification, experience with financial systems (e.g., SAP FICO)
Requirements
Relevant Technologies & Tools
• F nancial Tools: Excel, Tableau, Bloomberg Terminal
• D ta Analysis: SQL, Python, Excel VBA
• F nancial Modeling: Forecasting, Investment Analysis, Econometrics
• C rtifications: CFA, FMVA, Certified Management Accountant (CMA)
Must-Have Qualifications
Financial modeling, CFA or FMVA certification, forecasting, SAP, Tableau
Benefits
Relevant Technologies & Tools
• F nancial Tools: Excel, Tableau, Bloomberg Terminal
• D ta Analysis: SQL, Python, Excel VBA
• F nancial Modeling: Forecasting, Investment Analysis, Econometrics
• C rtifications: CFA, FMVA, Certified Management Accountant (CMA)
Must-Have Qualifications
Financial modeling, CFA or FMVA certification, forecasting, SAP, Tableau
Financial Analyst - Retail
Posted today
Job Viewed
Job Description
Financial Analyst – Retail
Vauxhall | £75,000 - £5,000 + Benefits
Join a Fast-Growing, Award-Winning Consumer Brand
This without a doubt one of the most exciting and commercial roles being recruited in the South of England - fast track career path to Director level.
We’re looking for a commercially-minded Financial Analyst to join a dynamic, consumer-focused business in Vauxhall. This isn’t just number crunching – you’ll be at the heart of decision-making, helping drive growth, guide strategy, and influence key business decisions across retail and marketing teams.
Why This Role Rocks
- Work directly with senior leadership, including an inspirational Finance Director.
- Have real impact on commercial decisions – from product launches to store performance.
- Be part of a high-energy, fast-moving environment where your ideas are heard.
- Shape the future of the business while being mentored by some of the brightest finance minds.
What You’ll Be Doing
- Commercial Analysis & Business Partnering: Collaborate with marketing, sales, and operations to provide actionable financial insights.
- FP&A & Planning: Lead budgeting, forecasting, and long-term financial planning.
- Problem Solving: Identify opportunities to improve processes, efficiency, and commercial results.
- Business case analysis.
- Leading on innovation strategy and planning.
- Culture Champion: Contribute to a fun, energetic, and collaborative work environment.
Who We’re After
- Qualified Accountant (CIMA, ACA, ACCA).
- Strong analytical skills with a commercial mindset.
- Experience in retail, eCommerce, or FMCG.
- Able to thrive in a fast-paced, high-energy environment.
- Passionate about improving processes and driving impact.
Perks & Benefits
- £75,000 - £85, 0 salary plus benefits.
- 30 days annual leave for proper work-life balance.
- Flexible working: 2 days in office.
- Half-day Fridays – because life’s too short to spend all day in meetings.
Why You’ll Love It
You’ll be part of an award-winning, globally recognized brand that values innovation, collaboration, and employee well-being. It’s a chance to make a real commercial impact, while learning, growing, and having fun doing it.
Senior Financial Analyst
Posted today
Job Viewed
Job Description
Key Responsibilities:
- Develop and maintain complex financial models to support budgeting, forecasting, and long-range planning processes.
- Conduct in-depth financial analysis, identifying trends, variances, and key performance indicators (KPIs) that impact business results.
- Prepare comprehensive financial reports and presentations for senior management, board members, and other stakeholders.
- Partner with various business units to understand their financial needs and provide actionable insights and recommendations.
- Assist in the development and execution of financial strategies to achieve company objectives.
- Evaluate the financial implications of new business initiatives, investments, and market opportunities.
- Ensure the accuracy and integrity of financial data through robust reconciliation and validation processes.
- Monitor and analyze economic and industry trends that may affect the company's financial performance.
- Mentor and guide junior financial analysts, fostering professional development within the team.
- Contribute to the continuous improvement of financial processes, systems, and reporting capabilities.
Qualifications:
- Proven experience as a Financial Analyst, with a significant portion in a senior capacity.
- Strong knowledge of accounting principles, financial modelling, and corporate finance.
- Expert proficiency in Microsoft Excel, including advanced functions, pivot tables, and VBA.
- Experience with financial planning and analysis (FP&A) software (e.g., Anaplan, Hyperion, SAP BPC) is highly desirable.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
- Professional qualifications such as ACCA, CIMA, ACA, or CFA are a significant advantage.
- Ability to work effectively under pressure and meet tight deadlines in a fast-paced environment.
- Demonstrated ability to build strong relationships with stakeholders across different departments.
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Remote Senior Financial Analyst
Posted 2 days ago
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Job Description
Location: This position is fully remote, open to candidates across the UK.
Qualifications:
- Proven experience as a Senior Financial Analyst or in a similar role.
- Strong knowledge of financial planning, forecasting, and budgeting.
- Advanced proficiency in Excel, financial modeling, and data analysis tools.
- Experience with accounting software and ERP systems (e.g., SAP, Oracle).
- Excellent understanding of accounting principles and financial regulations.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills, with the ability to present complex financial data.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Professional certification (e.g., CFA, ACCA, CIMA) is a significant advantage.
Sr. Financial Analyst - FP&A
Posted 1 day ago
Job Viewed
Job Description
**Since 1989, SHI International Corp. has helped organizations change the world through technology. We've grown every year since, and today we're proud to be a $15 billion global provider of IT solutions and services.**
**Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve what's next.** **But the heartbeat of SHI is our employees - all 6,000 of them.** **If you join our team, you'll enjoy:**
+ **Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.**
+ **Continuous professional growth and leadership opportunities.**
+ **Health, wellness, and financial benefits to offer peace of mind to you and your family.**
+ **World-class facilities and the technology you need to thrive - in our offices or yours.**
**Job Summary**
SHI has an exciting opportunity to join its growing Financial Planning & Analysis (FP&A) Team.
Reporting to the FP&A Director, the Senior Financial Analyst - FP&A will support SHI's reporting & planning function with coverage of all group SHI business units and segments. The FP&A department is primarily responsible for maintaining financial models, forecasts, and annual plans for all aspects of SHI financials including P&L, Balance Sheet, and Cash Flow as well as Business Partnering with Senior stakeholders and Sales leaders. The Financial Analyst will be responsible for insights, analysis and recommendations. This includes producing standard monthly reporting packs and variance analysis. The ideal candidate will be experienced, data driven, analytical and ambitious.
**Role Description**
+ Analysis of results, key drivers and performance against KPI's; preparing variance commentary on revenue and gross profit, analysing customers, products, and sales segments to identify key drivers, highlight risks, and spot trends.
+ Preparation of month end reporting packs for senior leadership, sales leaders, and functional heads to support monthly and quarterly business reviews.
+ Prepare, maintain and publish P&L, Balance Sheet, and Cash Flow metrics for all business units and consolidations.
+ Ensure the integrity and quality control of financial data, implementing checks and balances as necessary; Business partnering within Finance to ensure accuracy of financial data.
+ Support development of business plans for current investments, KPIs, and all new projects.
+ Support Finance Transformation initiatives including new processes, software, and systems enhancements, automation of reports and process improvement
+ Ad hoc analysis as needed to answer key business questions.
**Behaviors and Competencies**
+ Data Analysis: Can apply complex analytical methods and algorithms for predictive modeling and can interpret and communicate the results effectively.
+ Digital Acumen: Can proactively seek out digital challenges, initiate digital projects, and contribute to innovative digital ideas.
+ Problem-Solving: Can proactively identify potential problems, initiate preventive measures, and propose and contribute to innovative solutions. Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods.
+ Time Management: Can consistently use time effectively, balance multiple tasks, and meet deadlines.
+ Multi-Tasking: Can proactively seek out challenges, initiate multiple projects, and contribute to innovative task management strategies.
+ Teamwork: Can lead a team effectively, facilitating cooperation, sharing information, and ensuring that all team members are able to contribute to their full potential.
+ Prioritization: Can proactively identify high-impact tasks, initiate action plans, and contribute to process improvements.
+ Detail-Oriented: Can manage complex tasks or projects, identifying errors or inconsistencies, and ensuring all details are addressed, necessary corrections are made, and quality is maintained.
+ Communication: Can effectively communicate complex ideas and information to diverse audiences and can facilitate effective communication between others.
+ Initiative: Can proactively seek out challenges, initiate projects, and contribute to innovative ideas.
+ Ethics: Can proactively seek out challenges, initiate projects, and contribute to maintaining an ethical work environment.
**Skill Level Requirements**
+ Effective communication, time management, presentation abilities.
+ Strong work ethic and high ability to communicate clearly with finance and non-finance professionals.
+ Innovative thinker and ability to solve problems with fresh ideas.
+ Structured approach; process oriented; able to prioritise.
+ Ability to work independently to develop and implement new processes, reports, models.
+ Industry/Global experience in IT, Tech, and reseller market a plus.
**Other Requirements**
+ Completed Bachelor's Degree in Accounting, Finance, or a related field required
+ Minimum of 5-8 years' financial analysis, modelling, processes (Budget, P&L, strategic planning) experience in a large corporate organisation.
+ Advanced certification such as ACCA, ACA, CIMA, MBA, or CPA preferred
Business working hours are Monday to Friday, 09:00 to 17:00 with a 30-minute lunch break. However due to the nature of the role, with its international reach and shared projects, working outside of these hours to service business needs will occur occasionally, and employees are expected to be readily available in these eventualities.
SHI UK is an equal opportunity employer and does not discriminate on the basis of race, religion, gender, sexual orientation, national origin, age, disability, or any other legally protected status. We encourage applications from all qualified candidates and we are dedicated to providing a fair and accessible recruitment process.
Equal Employment Opportunity - M/F/Disability/Protected Veteran Status
Financial Data Analyst
Posted 11 days ago
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Job Description
Financial Data Analyst
Harrow, London
50,000 - 55,000 DOE + Holidays + Progression + Autonomy + Expanding Company + Pension
Excellent opportunity for a Financial Data Analyst to join a rapidly growing business in West London, where you will play a key role from day one within the key data and financial elements of the business.
This company deals with a high volume of PPI and compensation claims, being able to provide results for clients that most claims companies struggle to achieve. They are a very exciting, dynamic and growing business and now require a Financial Data Analyst to help them achieve their desired results and expansion plans.
In this role, you will be working with the project manager and using your data knowledge to provide presentations, work with cash flows, data modelling and provide feedback on where the company can improve their efficiencies. You will use tools such as Power BI, SQL, Python as well as Tableau to complete your tasks. Advanced knowledge of Excel is also essential for the right candidate to be considered.
The ideal candidate will be a strong and experienced Data Analyst with a degree in a relevant field. Experience using Power BI, SQL and Python is required. You will also need to have experience and skills in presentations, cash flows and data modelling.
This is an exciting role where you will have the opportunity to work within a company at the beginning of their planned expansion, allowing for future progression for the right candidate.
The Role:
Collaborate with the project manager to support data-driven decision-making.
Use your data expertise to deliver presentations, analyse cash flows, and perform data modeling.
Identify and recommend areas for improving company efficiencies.
Utilise tools including Power BI, SQL, Python, Tableau, and advanced Excel.
The Person:
Experienced Data Analyst with a degree in a relevant field.
Proficient in Power BI, SQL, and Python.
Skilled in data modeling, cash flow analysis, and delivering presentations.
Strong analytical and communication abilities to support data-driven insights.