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Vacancy type



Accounting & Finance


Financial Modelling



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Job Description:

Our client, an award-winning online wrap platform, is looking for a Senior Analyst - Financial Planning and Performance to join the team in Edinburgh. You will play an integral part in partnering with and providing finance support across all areas of the business. This is an important role to work with senior finance business partners and business leaders to prepare relevant MI aligned to business needs and support decision making to allow to deliver on financial targets.

Essential Skills/Experience:

  • Accounting qualification with relevant PQE or equivalent work experience.
  • Good working knowledge and experience within financial modelling.
  • Experience analysing, conveying, and reporting financial information using Excel, BI tools, and PowerPoint.
  • Strong systems experience especially Excel - advanced MS Excel and data skills are a must for this role.
  • Ability to work well under pressure and manage competing priorities.
  • Real team player approach capable of working independently with a high degree of self-motivation
  • Strong written and verbal communication skills - confident working closely with senior stakeholders.

Core Responsibilities:

  • Supporting the team to deliver the recurring internal and external deliverables, in particular month end and re forecast cycles.
  • Preparing month end analysis to support commentaries.
  • Assisting in preparation of analysis packs to support board papers and presentations.
  • Data management - looking after mapping tables, data structures etc to ensure accuracy of reporting.
  • Continuously improving the processes and procedures to support efficient and effective operations within a strong internal control environment.
  • Preparing accurate cost analysis, and identifying trends, risks, and opportunities to support senior finance business partners.


  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14627

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.



T: 0131 264 0233 M: 07535 897 789
Rachael O'Neill Associate Director, Investment Operations and Accounting & Finance

Rachael has been recruiting since 2004 specialising in permanent roles within Investment Operations. She has wide-ranging experience in asset servicing across back office and middle office together with Accounting and Finance.

Rachael is passionate about ensuring candidates and clients receive a truly consultative service.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Managing Director

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