Job Details

Finance Data Analyst

London London United Kingdom, E1 Permanent

Posted: 13 hours ago


Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide

Job Description

Are you an Excel whizz and passionate about data?

We are looking for a Finance Data Analyst to join our finance team during an exciting period of growth and change. This role will hold responsibility for several different entities, across fund, corporate and compliance services.

You will provide value added, insightful and meaningful analysis and commentary, aiding the team in understanding the datasets, ultimately allowing informed business and commercial decisions to be made. This individual will act as our key data steward, implementing and maintaining controls around the quality of the data held on our business systems.

You'll work closely with a number of teams across the business, building strong working relationships, and being able to leverage these to ensure any required remediation or additional information can be obtained in a timely manner.

Day to day

  • Assisting the ongoing forecasting and budget modelling required across the various businesses within the UK and Ireland remit
  • Ad-hoc financial modelling assistance to meet the needs of the team and the business
  • Liaising and building effective relationships with various stakeholders across the business
  • Assisting with various ongoing projects as the finance team becomes fit for the future, including systems migrations
  • Review and governance of the monthly sales pipeline information
  • Review of the monthly revenue against onboarding and pipeline information
  • Review and submission of the monthly revenue reporting into our Group finance team
  • Driving process improvement and efficiencies across our data, systems and reporting.


  • Qualified Accountant (CIMA, ACA or equivalent)
  • Strong Excel skills, with financial modelling experience preferred
  • Experience with PowerBI and Alteryx will be of a distinct advantage
  • Capable of working to meet tight deadline deliverables
  • Ability to summarise findings and conclusions in a succinct and professional manner
  • Ability to work independently and as part of the wider team.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Job Details

London, United Kingdom