Financial Analyst

2 weeks ago


Liverpool, Liverpool, United Kingdom Search & Select Offshore Limited Full time

To apply - you must be willing to relocate to the Isle of Man

Our client looks for a Financial Analyst to join their team.

Key Responsibilities:

  • To assist the CFO with designing and developing an "internal audit" function/framework for current and future portfolio investments, an internal function that provides comfort that its investments are being expertly managed and that potential issues are identified at the earliest opportunity.
  • To create and maintain centralised databases collating data from each portfolio company such as leverage, covenants and financial / operational performance (both actual and forecast).
  • To provide analysis and insight to support the CEO on the monitoring of investments (trend analysis, outlier analysis, performance versus budget and prior year, potential issues, etc).
  • Act as liaison between the CEO and the CFO of the portfolio companies.
  • To participate in portfolio company audit committee meetings, including with auditors (objective is an independent review of audit, risk and accounting policies).
  • To review and critique risk registers of each portfolio company.
  • To support the investment team on various matters: initial financial reviews, initial red flag analysis, summary of annual reports highlighting key financial information and significant accounting policies, cash generation, off-balance sheet issues etc.
  • Maintaining personal Continuing Professional Development / Training records.

Key skills and experience:

  • Qualified Accountant with a strong understanding of cash flows and accounting principles.
  • Experience with quality of earning adjustments and ability to analyse financial trends.
  • Experience of private equity is an advantage – valuation techniques, debt instruments etc.
  • Pro-active self-starter and highly motivated to succeed and comfortable working under pressure; comfortable in a fast-moving, dynamic environment; comfortable in a role without a rigid structure or daily routine and happy to "go with the flow". Team player and "can do" attitude.

This would suit someone coming from an M&A/Advisory/Transactional services experience.

What does the Isle of Man have to offer?

  • Great Work/Life Balance and short commutes – 86% of residents say they have an excellent quality of life
  • Safest place to live in the British Isles
  • Low personal tax rates
  • National insurance holiday
  • Excellent Schooling
  • Vibrant communities
  • Attractive benefit packages
  • Relocation incentives and support

The Isle of Man is a gem in the Irish Sea offering a unique blend of professional opportunities and a high quality of life. Nestled between Ireland and the UK, this charming island boasts a thriving job market with diverse career options. Whether you're drawn to finance, technology, or other sectors, the Isle of Man provides a dynamic environment for personal and professional growth. The low crime rate, stunning landscapes, and a welcoming community make it an ideal place to call home.

In addition to its economic appeal, the Isle of Man is renowned for its picturesque landscapes and outdoor activities. From rugged coastal cliffs to serene countryside, the island offers a wide range of outdoor adventures. Imagine winding down after a day at work with a stroll along one of the island's beautiful beaches or exploring the lush hillsides. The Isle of Man's commitment to a healthy work-life balance ensures that your career ambitions are complemented by an enriching lifestyle.


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