Senior Analyst - Business Advisory
About the role
Manage defined advisory assignments with appropriate manager oversight.
Prepare and explain management accounts and financial information in client meetings, making it clear and actionable for non-specialist business owners.
Support forecasting and budgeting discussions: prepare models, explain assumptions and update outputs in response to client conversations.
Identify practical operational or financial improvement opportunities during client work and raise with the manager.
Coordinate advisory workflow across assignments: track progress, maintain documentation and manage client information requests.
Support cross-referral coordination: identify potential referrals to Audit, Accounts and Tax and flag to the manager.
Prepare advisory notes, summaries and reports for client meetings to a clear, professional standard.
ACA/ACCA/CA finalist or qualified, ATT, or equivalent (desirable, not essential).
Typically two or more years of accounts, finance or advisory experience in practice.
A practical approach and genuine interest in how businesses work.
About this listing
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