Financial Analyst

Financial Analyst

Posted 2 weeks ago by Venesky Brown

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£350 Per day
Inside
Undetermined
Edinburgh, Scotland, United Kingdom
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Administrative Support Budgeting Corporate Finance Data Entry Data Management Device Tracking Software Finance Financial Analysis Financial Modeling Forecasting General Administrative Support Investments Know Your Customer Management Management Systems Microsoft SharePoint Organisational Skills Portfolio Management Salesforce Stakeholder Management

Summary: The role of Finance Analyst involves supporting a public sector organization in Edinburgh until November 2025, focusing on financial analysis, data management, and project support. The position requires inputting financial information, tracking performance against forecasts, and assisting with exit analysis. The analyst will also provide general administrative support to ensure data accuracy across various platforms. This role is classified as inside IR35 and offers a daily rate of £300-£350.

Key Responsibilities:

  • Inputting information (financial models, budgets, management accounts) onto PortF.
  • Keeping track of outstanding information on PortF and flagging/chasing Portfolio Management Lead for outstanding data on a monthly basis.
  • Helping/supporting with ongoing PortF improvement project.
  • Helping to track companies against relevant financial forecasts.
  • Flagging when companies are off track and assisting Portfolio Management Lead in performing deep dives to ascertain why companies are off track.
  • Helping with ongoing exit analysis for companies in the portfolio (including exit valuation analysis).
  • General admin support to ensure Salesforce and SharePoint are all up to date as well as helping to update KYC checks.

Key Skills:

  • Experience in financial analysis or portfolio management, including familiarity with financial modelling, budgeting, and interpreting management accounts.
  • Proficiency with data entry and management systems, particularly financial platforms like PortF (or similar portfolio management tools), Salesforce, and SharePoint.
  • Attention to detail and organisational skills, enabling effective tracking of outstanding data, documentation, and follow-ups with internal stakeholders.
  • Understanding of key financial indicators and forecasting, with the ability to support performance monitoring and highlight variances or risks in company performance.
  • Exposure to investment or corporate finance processes, particularly experience supporting exit analysis or valuation assessments.
  • Project support experience, ideally within a financial or systems improvement context, showing ability to contribute to continuous improvement initiatives.
  • Working knowledge of compliance requirements, including supporting Know Your Customer (KYC) processes and maintaining up-to-date records.

Salary (Rate): £350 daily

City: Edinburgh

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: inside IR35

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

Venesky-Brown’s client, a public sector organisation in Edinburgh, is currently looking to recruit a Finance Analyst until the end of November 2025 on a rate of £300-£350/day (Inside IR35). This role will be based in Edinburgh.

Responsibilities:

  • Inputting information (financial models, budgets, management accounts) onto PortF.
  • Keeping track of outstanding information on PortF and flagging / chasing Portfolio Management Lead for outstanding data on a monthly basis.
  • Helping / supporting with ongoing PortF improvement project.
  • Helping to track companies against relevant financial forecasts.
  • Flagging when companies are off track and helping Portfolio Management Lead in performing deep dives to ascertain why companies are off track.
  • Helping with ongoing exit analysis for companies in the portfolio (including exit valuation analysis).
  • General admin support to ensure Salesforce and SharePoint are all up to date as well as helping to update KYC checks.

Essential Skills:

  • Experience in financial analysis or portfolio management, including familiarity with financial modelling, budgeting, and interpreting management accounts.
  • Proficiency with data entry and management systems, particularly financial platforms like PortF (or similar portfolio management tools), Salesforce, and SharePoint would be beneficial.
  • Attention to detail and organisational skills, enabling effective tracking of outstanding data, documentation, and follow-ups with internal stakeholders.
  • Understanding of key financial indicators and forecasting, with the ability to support performance monitoring and highlight variances or risks in company performance.
  • Exposure to investment or corporate finance processes, particularly experience supporting exit analysis or valuation assessments.
  • Project support experience, ideally within a financial or systems improvement context, showing ability to contribute to continuous improvement initiatives.
  • Working knowledge of compliance requirements, including supporting Know Your Customer (KYC) processes and maintaining up-to-date records.

If you would like to hear more about this opportunity please get in touch.

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