Finance Analyst

You’ll work closely with the Head of Commercial Finance, Finance Business Partners and Data team, providing support to and gaining exposure across the firm. It’s a varied role where your responsibilities will include preparing analysis for budgets, reviewing rates and pricing, and presenting data insights in a way that non-finance stakeholders can easily understand and relate to.

In this role, you will become a super user of Power BI, our reporting platform, and collaborate with data teams as part of the data program rollout. You will have the opportunity to engage in tech and data projects, utilizing advanced Excel skills while learning Power BI and SQL coding. Ensuring data integrity by identifying and filling gaps, and implementing solutions to prevent future discrepancies, will be a key part of your job. You will play an important part in enhancing the quality of the firm’s data.

As the Finance Analyst you will:

• Interpret and provide data to support the Finance Business Partners in preparing financial reviews to aid decision making, understanding the ‘Why’ and ‘So What’ to drive actions and improvements.
• Analyse large data sets to prepare comprehensive financial reports, providing insights into performance. Collaborate with cross-functional teams to support budget management, align spending, and achieve financial objectives.
• Being led by the wider Decision Support Team, help with the production of financial analysis, forecasts and budgets that deliver the business strategy.
• Act as key facilitator in the relationship between the Finance and Data Teams, communicating end user requirements coherently in order to gather relevant data and provide focused information to internal stakeholders.
• Collaborate with the management accountants to support the production of accurate reports, maintaining precision across all financial records. Review and evaluate financial / accounting transactions to ensure data sets are complete and accurate.
• Identify gaps in data sets and work proactively with internal stakeholders to remedy these, addressing process changes through discussion with wider team and senior management.
• Support on project work as required, including but not limited to the testing and implementation of new systems and upgrades to the Practice Management System.
• Any further reasonable duties as required.

We are looking for:

• Reasoning ability – Given the necessary knowledge, the ability to solve complex problems through analysing data. This role requires advanced skills in excel, experience in Power BI and knowledge of SQL coding ould be desirable (although not essential).
• Drive – Personable, engaging, highly motivated, resilient, organised, and able to manage differing (sometimes competing) priorities. Excellent verbal and written communication, with the ability to flex style to suit audience.
• Team spirit – The desire to work hard to deliver the right outcome for the Team and Firm overall, supporting the right outcome to ensure Finance’s status as trusted advisor.

Some of our benefits include:

• Salary reflective of your experience.
• Earn up to 10% of your salary with our annual bonus scheme.
• Minimum of 25 days annual leave plus Bank Holidays per year increasing to 31 days with length of service, with the opportunity to buy/sell up to 5 days holiday per year.
• Auto enrolled into the workplace pension scheme, and we’ll contribute a minimum of 6% of your salary.
• 4x your annual salary in the event of a death in service.
• Hybrid and flexible working for most roles with 40-60% of your time spent in the office.

Find out more about working at Walker Morris here.

Company Values

Our shared values represent our culture and the things that are important to us. They define who we are as a Firm, as an employer and what we expect of our people. They provide direction and purpose by influencing the decisions that we make and the actions that we take. It’s really important that all candidates and employees demonstrate these values in their day-to-day activities:

• Embrace the fact everyone is different and unique.
• You can be serious without wearing a suit.
• Never lose sight of the bigger picture.
• Two heads are better than one.
• Take the bull by the horns.
• We win & lose together.

Walker Morris is committed to being an inclusive employer. Our aim is to ensure our workforce represents our diverse society. We recognise that everyone brings their own unique capabilities and experiences to their work. We welcome applications regardless of sexual orientation, gender identity and expression, age, neuro diversity or disability status, family or parental status, race, religion or ethnicity.

We take great pride in being a Disability Confident Employer. If you need any reasonable adjustments throughout the recruitment process, please don’t hesitate to ask.

Click here to find out more about our diversity and inclusion work.