Financial Data Analyst (Project-Based, Remote)
Finex Advisory | Financial & Strategic Advisory Firm
📍 Remote | 💼 Project-Based | ⏱ ~20 hours per week | 💰 Competitive Pay (TBD)
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).
* Strong Power BI skills (data modelling, DAX, interactive reporting).
* 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