About
About Finex Advisory
Finex Advisory partners with ambitious, high-performing businesses — from family-owned companies to venture and private equity-backed firms.
We provide
CFO advisory
services, helping founders plan, prepare, and realise value at every stage of their business journey.
The Role We’re looking for a
Data Analyst
with strong
financial analysis and dashboarding skills
to support our advisory projects.
You’ll work closely with our partners to produce high-quality insights, management account dashboards, and financial reports that drive real decision-making.
This is a
project-based, remote position
with flexible hours (up to ~20 hours per week). It’s ideal for an analytically minded individual who’s confident turning complex data into clear, actionable insights.
Key Responsibilities
Develop and maintain
interactive dashboards
in
Power BI
and
Excel .
Prepare and present
management accounts , including
P&L statements
and financial summaries.
Support
financial modelling
and
KPI tracking
across multiple client projects.
Ensure accuracy, consistency, and clarity in all analysis and visualisations.
About You
1–2 years
of experience in a data, finance, or analyst role.
Proven proficiency in
Excel
(dashboards, pivot tables, formulas, automation).
Experience with
management accounts
and
P&L preparation
preferred.
Comfortable working
independently and remotely .
Excellent written and spoken
English communication .
Ideally, exposure to
financial services
or
professional services
environments.
What We Offer
Remote, flexible, project-based work (approx. 20 hours per week).
Competitive pay, depending on experience and project scope.
Opportunity to collaborate directly with senior partners on high-impact client work.
Long-term potential for continued engagement as Finex Advisory expands.
How to Apply If you’re detail-oriented, analytical, and ready to deliver meaningful insights that drive financial performance, we’d love to hear from you.
Apply via LinkedIn or send your CV and a short cover note to tom.halstead@finexadvisory.com
Seniority level Entry level
Employment type Contract
Job function Information Technology
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Languages
- English
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