Harper May is working with a London-based financial services firm that manages institutional assets and advisory services for mid-market clients.

The business is owned by its founders and has grown steadily over the past five years; they have recently strengthened their operational infrastructure and are now expanding their finance team to support growth in client servicing and internal reporting complexity.

The Role

You will report to the Finance Manager and take ownership of month-end close, management accounts, and ad-hoc analysis that inform board reporting and executive decision-making.

This is a hands-on analytical role where accuracy, attention to process control, and clear communication directly shape how leadership understands business performance.

Key Responsibilities

• Prepare and reconcile monthly management accounts with supporting commentary on variance and business drivers
• Build and maintain financial models to support forecasting, scenario planning, and board reporting
• Analyse client profitability, operating costs, and fee income to identify trends and opportunities
• Assist with annual budgeting and quarterly reforecasting cycles
• Support year-end audit and regulatory reporting requirements in a controlled environment
• Develop dashboards and reports that translate financial data into actionable insight for stakeholders

What we are looking for

• ACCA, ACA, or CIMA qualified, or equivalent experience working in a finance function
• Two to four years of experience in financial services, asset management, or professional services
• Strong Excel skills, including pivot tables, data analysis, and financial modelling
• Comfortable with technical accounting and able to work with general ledger systems
• Clear writer and presenter who can explain financial concepts to non-finance audiences
• Methodical approach to control and compliance; comfortable working to tight month-end deadlines