SJ Finance Services Ltd | Wirral / Liverpool (Hybrid or UK Remote)
£45,000 to £65,000 depending on experience, plus performance bonus
SJ Finance Services is an independent financial modelling and FP&A consultancy working with PE-backed businesses, professional services firms, and other SME’s in the lower mid market. Small team, high-quality technical work, direct client exposure from day one.
You’ll be building and owning integrated three-statement financial models, working directly with the MD and engaging with clients across multiple sectors. One week you might be building a consolidation model across nine SPVs with live Xero feeds; the next, running sensitivity scenarios for a covenant reporting pack or stress-testing a five-year forecast for a funding round.
* Build and maintain integrated three-statement models (P&L, balance sheet, cash flow) that balance under stress
* Write dynamic array formulas and LAMBDA functions to keep models scalable
* Use Power Query to pull live data from Xero, QuickBooks, and other sources
* Run scenario and sensitivity analysis for funding submissions, covenant reporting, and board packs
* Review and improve existing client models
* Join client calls, manage your own delivery, and gradually take ownership of relationships
* Contribute to Flow, our Power Query-based Xero-Excel connector
* Solid grasp of double-entry bookkeeping. You can explain why a depreciation entry hits three statements without thinking about it.
* Demonstrable experience building three-statement models that genuinely balance
* Strong Excel: dynamic arrays (LET, LAMBDA, BYCOL, MAP, SCAN, REDUCE) and Power Query
* Confident dealing with clients directly. You can run a model walkthrough, take feedback, and push back tactfully when needed.
* Right to work in the UK
* Part-qualified or qualified accountant (ACA, ACCA, CIMA, or working towards)
* Experience with Xero, QuickBooks, or similar cloud accounting platforms
* Background in PE-backed businesses, consultancy, or M&A advisory
* Familiarity with Office Scripts, Power Automate
* Experience preparing models for bank, PE, or debt funding submissions
Based on the Wirral, with regular work in Liverpool. Hybrid is ideal if you’re local. Fully remote also works if you’re UK-based and can travel for client meetings when needed.
* £45,000 to £65,000 base depending on experience
* Performance-related bonus
* Pension contribution
* Genuine technical development at the sharp end of modern Excel
* Direct exposure to founders, FDs, and PE-backed leadership teams
* Flexible hours and trust to manage your own time
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