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Salary
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
Job Description
What will you be doing?
We’re seeking a talented individual to join our team in London where you will be supporting the FP&A Finance Director and Finance Business Partners in delivering the objectives of the FP&A team.
As a Finance Analyst, your responsibilities will include among others
- Key support on business change involving:
- Due diligence processes for M&A activity
- Cost to achieve for M&A activity
- Earnouts for M&A deals
- ad hoc project support
- Integration and tracking of M&A including synergies
- Preparing presentations to provide updates to management.
- Contribute to the development of both “business as usual” and project monitoring and reporting including:
- Providing input to the development of MI tools and reporting
- Support the development and control of project reporting and tracking.
- Pulling together and presenting one-off requirements for MI / insight.
- Supporting IPO planning, including designing and tracking KPIs to drive performance and provide accurate insight and analysis to ensure successful corporate decision making and value creation.
Qualifications
To be successful in this role, you should
- Qualified accountant
- Highly methodical and organised, with an ability to work under pressure and within tight deadlines, whilst maintaining accuracy and a high-quality output
- Knowledge of finance business processes and controls
- Ability to draft high quality documentation
- Ability to get to grips with new concepts quickly
- An ability to maintain confidentiality with a high degree of discretion
Desired
- Project Finance experience
- Experience working with unstructured problems and concepts
- Strong Financial modelling and presentational skills.
- Due diligence / transactions / project finance experience desirable but not required.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
