Financial Analysis and Reporting Manager

2 months ago


Uxbridge, United Kingdom financial-advisor Full time

About the Company

Our client is a rapidly growing financial advisory firm. They are looking for a Financial Analysis and Reporting Manager to join their team.

Why Work Here

A progressive environment with strong wellness resources, and active involvement in the community.

About the Opportunity

Review and update monthly financial package for reporting to stakeholders, including commentary on financial performance for the period.

Spearhead preparation of annual management reports for partners' compensation.

Maintain financial reporting datasets, creating new queries (using SQL) where necessary.

Build, monitor, and report on client budgets and fee arrangements, including on-demand variance analysis of budget-to-actual amounts.

Support fixed pricing initiatives by analyzing historical data and file staffing structures, and provide recommendations on pricing revisions.

In collaboration with department heads, assist with the preparation of the firm's annual operating budget, including GL categorization and variance analysis.

In collaboration with the Accounting Manager and Director of Finance, complete year-end duties including liaising with the firm's external auditors.

In partnership with the Accounting Manager, manage collections and cash reporting.

Assist the Director of Finance with duties such as insurance policy renewal, pricing initiatives, and other business analytics support.

Provide support in the implementation of the firm's new practice management software; assist with testing and data validation, financial applications training, and other activities as required.

Monitor the financial and management reporting systems and procedures for identification of process improvements.

About You

CPA is preferred.

More than 5 years of experience in advanced financial analysis, planning and/or budgeting required.

Exceptional ability to work with financial reporting and visualization tools, particularly Power BI.

Advanced working knowledge of Excel; experience with SQL and MS Access an asset.

Salary Range

$110,000 - $130,000/year



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